Get a focused answer from invoice and Box context
Ask one clear question about your processed invoices and get a scheduled answer using the information available to Notis.
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
Reviewing invoice documents one at a time makes it easy to lose time and overlook context.
- Get a recurring answer to a focused invoice question.
- Reduce time spent reopening documents for context.
- Keep review centered on information available in the connected apps.
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, ask Notis to review available invoice and Box context and answer a specific question.
- 4Choose a recurring schedule and select where run reports should go.
- 5Test with one real example and check that the answer is grounded in available data.
Questions about this workflow
Can the summary include trends over time?
Only if the relevant history is available to Notis from the connected services or supplied by you. Name any needed baseline that is missing.
Does the schedule find every invoice automatically?
The instruction should state which available invoices or Box files to review. Verify that the intended documents are accessible during the test.
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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