Create a finance agent from invoice documents
Turn a set of parsed invoice documents into a dedicated agent for answering routine vendor and invoice questions.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create CustomGPT Project
Creates an agent from a sitemap or file; content processing begins immediately.
Why this helps
Finance teams lose time searching folders and repeating answers about invoice details and vendor terms.
- Create a focused agent around invoice-related content.
- Help teammates find vendor and invoice information conversationally.
- Reduce repeated document lookups for routine finance questions.
Setup
Build it in a few focused steps.
- 1Connect Affinda and CustomGPT once in the Notis portal.
- 2Create an automation that uses the incoming document reference or content to create a finance agent.
- 3Pick a webhook trigger and choose where run reports should go.
- 4Test with one real invoice document and check the resulting project.
Questions about this workflow
Can this create a project from any invoice automatically?
The webhook can start the automation, but the automation should create a project only when the incoming document and intended use are clear.
Does project creation require source content?
The CustomGPT create project action requires a sitemap path or a file. Ensure the webhook provides usable source material or a supported reference.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Affinda to Customgpt. A trigger fires from one place; an action lands in another.
Affinda triggers
Customgpt actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Delete CustomGPT Project
Permanently deletes a project.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Activate Persona Version
Restores a previous persona version as active and adds a new history entry; requires Custom plan.
Delete CustomGPT Project License
Deletes a license from a project.
Add Source to Project
Adds a source to an agent’s knowledge base; indexing begins immediately.
Get Project License
Retrieves a license for a specific project.
Clone CustomGPT Project
Clones an agent, including its knowledge base, persona, and settings.
Get Project Settings
Retrieves the settings for a project.
Create Conversation
Creates a conversation session for an agent.
Connect any two apps with Notis in the middle.
Affinda and Customgpt, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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