Keep parsed invoice details searchable in Cody
Move the important details from an Affinda-processed invoice into Cody, ready for your next finance question.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Document
Creates a text-based document in the knowledge base.
Why this helps
Invoice terms and amounts get buried across files, making simple finance questions take too many context switches.
- Keep extracted invoice details in a searchable knowledge base.
- Reduce repeat lookups for vendor, amount, and payment terms.
- Preserve key invoice context in a document your team can consult.
Setup
Build it in a few focused steps.
- 1Connect Affinda and Cody once in the Notis portal.
- 2Create an automation named for saving parsed invoices to Cody.
- 3Tell Notis to turn the Affinda invoice extraction into a concise document with the vendor, amount, date, due date, and payment terms that are present.
- 4Pick the Notis webhook trigger and choose where run reports should go.
- 5Test with one real processed invoice and review the resulting Cody document.
Questions about this workflow
Does Affinda start this automatically?
Affinda has no listed trigger event for this workflow. The Notis webhook starts it when an HTTP request is sent with the processed invoice information.
Will missing invoice details be filled in?
No. Notis can summarize the data provided by Affinda, but it should leave unavailable details unstated.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Affinda to Cody. A trigger fires from one place; an action lands in another.
Affinda triggers
Cody actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Conversation
Starts a new conversation with a bot.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Document
Creates a text-based document in the knowledge base.
Create Document From File
Creates a knowledge base document from an uploaded file.
Create Document from Webpage
Creates a knowledge base document from a public webpage.
Create Folder
Creates a folder to organize documents or conversations.
Delete Conversation
Permanently deletes a conversation.
Delete Document
Deletes a document.
Get Conversation
Retrieves a conversation and its details.
Connect any two apps with Notis in the middle.
Affinda and Cody, 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 Cody.