Review invoice activity in a weekly draft
Turn a batch of invoices into a concise draft that makes important dates and amounts easier to review.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create Draft Issue
Creates a draft issue for a publication.
Why this helps
Invoice details are easy to overlook when they are spread across files and require manual scanning before a weekly review.
- Summarize extracted invoice details in one reviewable draft.
- Call attention to dates or amounts present in the source documents.
- Create a repeatable review starting point.
Setup
Build it in a few focused steps.
- 1Connect Affinda and Curated once in the Notis portal.
- 2Create an automation in Notis and name it.
- 3Describe how to process the supplied invoice documents and draft a factual weekly brief for your confirmed publication.
- 4Pick a recurring schedule and choose where run reports go.
- 5Test with one real batch and review the draft for accuracy.
Questions about this workflow
Where do the invoice documents come from?
The automation can only process documents that are supplied or accessible to it. Describe that source in the prompt.
Will the workflow invent missing invoice details?
No. Instruct it to include only extracted information and mark absent details as unavailable.
Does the schedule create a published issue?
No. It creates a Curated draft issue for a person to review.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Affinda to Curated. A trigger fires from one place; an action lands in another.
Affinda triggers
Curated actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Draft Issue
Creates a draft issue for a publication.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Collected Link
Adds a link to a publication’s collection.
List Email Subscribers
Lists a publication’s email subscribers.
List Publications
Lists the publications available to your account.
List Categories
Lists the categories for a publication.
List Issues
Lists a publication’s issues, with optional email performance statistics.
Connect any two apps with Notis in the middle.
Affinda and Curated, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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