Get invoice data into a reviewable CSV
Move invoice processing toward review with a conversion task that turns the provided document file into CSV.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Conversion Task
Creates a file or website conversion task; it counts against quota unless sandbox mode is on.
Why this helps
Invoice data can be difficult to compare when it stays locked in document files.
- Creates a CSV conversion task from a provided invoice file.
- Keeps document processing and conversion in one prompted workflow.
- Makes invoice data easier to review in spreadsheet software.
Setup
Build it in a few focused steps.
- 1Connect Affinda and Conversion Tools once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name and prompt.
- 3Tell Notis to use the provided invoice file processed through Affinda to create a CSV conversion task.
- 4Pick the webhook trigger and choose where run reports go.
- 5Test with one real invoice example.
Questions about this workflow
Does Affinda start this workflow automatically?
Affinda has no listed trigger events here. An HTTP request starts this workflow through Notis's webhook trigger.
Does this action guarantee invoice fields are extracted?
No. The action creates a conversion task for the provided file. The prompt can use Affinda-processed data when that data is supplied to the workflow.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Affinda to Conversion tools. A trigger fires from one place; an action lands in another.
Affinda triggers
Conversion tools actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Convert Excel to HTML
Converts an Excel spreadsheet into an HTML table.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Conversion Task
Creates a file or website conversion task; it counts against quota unless sandbox mode is on.
Download Converted File
Downloads a converted file after its task succeeds; the file is automatically deleted after 24 hours.
Get Auth Info
Retrieves information about the authenticated user, including their email address.
Get Conversion Config
Lists available conversion types and their options.
Get File Info
Retrieves a stored file’s metadata and, for text files, a preview without using quota.
Convert Word to Text
Converts a Word document to plain text.
Get Task Status
Retrieves a conversion task’s status and, when successful, its result file ID.
Connect any two apps with Notis in the middle.
Affinda and Conversion tools, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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