Find invoices that need a follow-up step
Let Notis scan the invoice context it can access against your criteria and bring possible follow-ups into view.
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
Invoice follow-ups slip when the next action is buried in files or depends on remembering to check them.
- Apply your follow-up rules to available invoice context.
- Surface possible next steps in a recurring report.
- Reduce manual review of every file.
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 follow-up criteria and ask Notis to report available invoices that appear to match.
- 4Choose a recurring schedule and select where run reports should go.
- 5Test with a real invoice that should match your criteria and validate the result.
Questions about this workflow
Can this determine payment status?
Only if payment status is available in connected data or supplied by you. Do not infer payment status from an invoice alone.
Will it contact vendors?
No. This workflow reports possible follow-ups using a Box question action; it does not send messages.
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
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Box.