Clear invoice expense backlogs on a schedule
Choose a recurring time for Notis to review queued invoices, extract their details with Affinda, and create Brex expenses for items ready for review.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create Expense
Create an expense.
Why this helps
Invoice processing slips when it depends on someone remembering to work through a growing queue.
- Create a predictable invoice processing routine
- Reduce manual review of every document
- Get a run report for incomplete or failed items
Setup
Build it in a few focused steps.
- 1Connect Affinda and Brex once in the Notis portal.
- 2Create an automation in Automations, New Automation, or tell Notis from any channel.
- 3Describe the outcome: process queued invoices with Affinda and create Brex expenses for items with sufficient details.
- 4Choose a recurring Notis schedule and select where run reports should go.
- 5Test with one real invoice before enabling the recurring run.
Questions about this workflow
Where does Notis get the queued invoices?
Specify the document location or source in the automation instruction if it is available to your connected Affinda setup. The listed Affinda capabilities do not define a particular queue or trigger.
Will it create expenses when details are missing?
Instruct it to report incomplete items and create expenses only when the necessary details are present.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Affinda to Brex. A trigger fires from one place; an action lands in another.
Affinda triggers
Brex actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Budget
Create a budget for a department or project.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Add Webhook Group Members
Adds valid webhook subscriptions to an existing group; groups are for partner accounts only.
Create Card
Create a card and assign it to a user.
Archive Budget
Irreversibly archives a budget, blocking new expenses and transactions and removing it from active lists.
Create Department
Create a department.
Archive Spend Limit
Archives a spend limit, hiding it from the UI and preventing it from authorizing future transactions.
Create Expense
Create an expense.
Create Location
Create a location.
Connect any two apps with Notis in the middle.
Affinda and Brex, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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No card. Works with personal or business Brex.