Spot invoice details that need a second look
Set your review criteria once and have Notis look for gaps in available invoice information on a schedule.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Ask question
Answers questions about files using their content.
Why this helps
Manually checking each processed invoice for the same missing details creates repetitive review work.
- Apply consistent review criteria to available invoice data.
- Surface documents that may need a closer look.
- Reduce repetitive manual checks.
Setup
Build it in a few focused steps.
- 1Connect Affinda and Box once in the Notis portal.
- 2Create an automation in Automations, New Automation, or tell Notis what to do from any channel.
- 3In one instruction, define the invoice details to check and ask Notis to report possible gaps in available records.
- 4Choose a recurring schedule and select where run reports should go.
- 5Test with one real invoice that has a known gap and confirm the report.
Questions about this workflow
Can Notis determine whether an invoice is legally complete?
This workflow checks information against criteria you provide. It does not establish legal or accounting compliance by itself.
What happens when Affinda does not return a detail?
The instruction can ask Notis to report the detail as unavailable or missing. Validate how this appears with a real example.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Affinda to Box. A trigger fires from one place; an action lands in another.
Affinda triggers
Box actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Add classification to file
Adds a classification label to a file.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Add classification to folder
Adds a classification label to a folder.
Add domain to list of allowed collaboration domains
Allows a domain for inbound, outbound, or two-way enterprise collaboration.
Add initial classifications
Sets up an enterprise’s initial classification options.
Add or update user avatar
Adds or updates a user’s avatar.
Add shared link to file
Adds a shared link to a file.
Add shared link to folder
Adds or updates a shared link to a folder.
Add shared link to web link
Adds a shared link to a web link.
Connect any two apps with Notis in the middle.
Affinda and Box, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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