Review invoice details in one scheduled snapshot
Prepare a visual overview for your regular finance check-in from the invoice details you choose to provide.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Convert HTML to PNG
Converts HTML into a PNG image.
Why this helps
Routine invoice reviews can become a scattered search for amounts and due dates across multiple documents.
- Create a visual overview from supplied invoice details on a recurring schedule.
- Make selected invoice information easier to scan.
- Prepare a repeatable visual starting point for finance reviews.
Setup
Build it in a few focused steps.
- 1Connect Affinda and Customjs once in the Notis portal.
- 2Create an automation in Automations, New Automation, or tell Notis to create it from any channel.
- 3Describe the outcome: build a PNG overview from invoice details provided, highlighting the information you specify.
- 4Choose a recurring Notis schedule and select where run reports should go.
- 5Test with one real set of invoice details and verify the summary.
Questions about this workflow
Does the scheduled run collect invoices from Affinda?
No Affinda trigger events are available in this package. Supply the invoice details to the automation through its prompt or supported inputs.
Can it show totals by vendor?
Yes, if vendor and amount details are provided and you specify that grouping in the instruction.
Can it flag overdue invoices?
Only when due dates and the current payment status are provided. The workflow cannot supply missing payment history.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Affinda to Customjs. A trigger fires from one place; an action lands in another.
Affinda triggers
Customjs actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Authenticate CustomJS API Key
Validates an API key and retrieves workspace details and request limits.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Convert HTML to PDF
Converts HTML content into a PDF document.
Convert HTML to PNG
Converts HTML into a PNG image.
Merge multiple PDFs into one
Combines multiple PDF files into one PDF document.
Run Puppeteer Script
Runs a browser script and captures a screenshot.
Connect any two apps with Notis in the middle.
Affinda and Customjs, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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