Gather invoice activity into one monthly record
Replace scattered invoice checks with a scheduled summary document in the Basecamp vault your team uses.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create Document in Vault
Create a document in a project vault.
Why this helps
At month end, founders often reconstruct invoice activity from separate documents and extraction results.
- Bring monthly invoice context into one document.
- Make recurring review easier to prepare.
- Keep a useful project record for the team.
Setup
Build it in a few focused steps.
- 1Connect Affinda and Basecamp once in the Notis portal.
- 2Create an automation in Automations, New Automation.
- 3Tell Notis to summarize available invoice extraction results for the reporting period in a Basecamp vault document.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real reporting period's invoice data.
Questions about this workflow
Can the summary calculate totals?
It can summarize values present in the available extraction results. Specify the period and totals you want in the prompt, and provide any missing source data.
Will the document update an existing report?
This action creates a document. Describe the desired reporting cadence and naming approach in the instruction.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Affinda to Basecamp. A trigger fires from one place; an action lands in another.
Affinda triggers
Basecamp actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Complete To-Do
Mark a to-do as complete.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Card in Column
Add a new card to a card table column.
Create Step in Card
Add a step to an existing card.
Create Chatbot
Add a chatbot to a chat room.
Create Chatbot Line
Post a message to a chat as a chatbot.
Create Document in Vault
Create a document in a project vault.
Create Project from Template
Start creating a project from a template in the background.
Create To-Do (Deprecated)
Add a to-do to a to-do list.
Connect any two apps with Notis in the middle.
Affinda and Basecamp, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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