Make parsed invoice details searchable in Chatbotkit
Keep invoice context close to the conversations where your team needs it. Send Affinda's extracted details to a Chatbotkit dataset record for later retrieval.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Dataset Record
Adds a text record to a dataset for bot knowledge retrieval.
Why this helps
Invoice details get buried in processed documents, leaving teams to reopen files and repeat manual lookups.
- Reduce repeated invoice lookups
- Make extracted invoice information available to the bot
- Keep document processing connected to support conversations
Setup
Build it in a few focused steps.
- 1Connect Affinda and Chatbotkit once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it for invoice review.
- 3Tell Notis to use Affinda-extracted invoice details to create a useful record in the selected Chatbotkit dataset.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one real invoice and confirm the resulting dataset record is useful.
Questions about this workflow
How does the automation start?
An HTTP request to the Notis webhook starts it. Affinda does not provide a trigger event in this workflow package.
What if Affinda does not return a field I need?
Notis can only use information Affinda returns. Supply any missing context in your instruction or leave it out.
Does this upload the original invoice file?
No. This workflow creates a text record from extracted details. Attaching a file requires a file resource and a separate attach action.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Affinda to Chatbotkit. A trigger fires from one place; an action lands in another.
Affinda triggers
Chatbotkit actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Complete Conversation
Sends a message to a chatbot conversation and returns the bot's AI-generated reply.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Attach Dataset File
Attaches a file to a dataset as a source of knowledge content.
Create Integration
Creates a support integration for a chatbot to handle customer inquiries.
Authenticate Secret
Generates an authentication URL for a secret.
Create Skillset
Creates a reusable skillset that groups multiple skills.
Clone Blueprint
Clones a blueprint and its associated resources.
List Bots
Retrieves a paginated list of bots.
Clone Bot
Clones a bot with its settings and configuration.
Connect any two apps with Notis in the middle.
Affinda and Chatbotkit, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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