Get a recurring brief on exchange rate movement
Review exchange rate movement in a short scheduled brief alongside the document context you care about.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Timeseries Exchange Rates
Retrieves exchange rates across a date range.
Why this helps
Remembering to compare rates over time competes with the work of reviewing documents and following up.
- Summarize rates over a defined date range.
- Keep the review cadence consistent.
- Highlight missing date or currency inputs for follow-up.
Setup
Build it in a few focused steps.
- 1Connect Affinda and CurrencyScoop once in the Notis portal.
- 2Create an automation in Automations, or tell Notis in plain language from any channel.
- 3In one instruction, ask Notis to retrieve timeseries rates for a specified range and base currency, then summarize movement for relevant Affinda document currencies.
- 4Choose a recurring schedule and select where run reports should go.
- 5Test with one real example and review the dates and base currency in the brief.
Questions about this workflow
How should the date range be set?
Specify a fixed range or instruct Notis how to select the period for each scheduled run.
Can the brief make financial decisions automatically?
It can summarize the returned rates. State any review criteria you want and keep the output as a decision aid.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Affinda to CurrencyScoop. A trigger fires from one place; an action lands in another.
Affinda triggers
CurrencyScoop actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Convert Currency with Historical Support
Converts an amount between currencies using current or historical exchange rates.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Get Currencies
Lists supported currencies and their associated countries.
Get Historical Exchange Rates
Retrieves exchange rates for a past date.
Get Latest Exchange Rates
Retrieves the latest available exchange rates.
Get Timeseries Exchange Rates
Retrieves exchange rates across a date range.
Connect any two apps with Notis in the middle.
Affinda and CurrencyScoop, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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