Have your invoice review brief ready on schedule
Prepare a consistent finance review brief from the invoice information 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 PDF
Converts HTML content into a PDF document.
Why this helps
Finance check-ins lose momentum when key invoice context has to be gathered and reformatted just before the review.
- Prepare a repeatable invoice review brief on a recurring schedule.
- Keep supplied invoice context together for a finance check-in.
- Reduce last-minute preparation and formatting.
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: summarize the supplied invoice details in a review brief and convert it to PDF.
- 4Choose a recurring Notis schedule and select where run reports should go.
- 5Test with one real review set and confirm figures and dates are correct.
Questions about this workflow
Does the schedule pull invoice details from Affinda?
No. Affinda has no trigger events listed in this package. Provide the invoice details through the automation prompt or supported input.
Can it include trends from earlier reviews?
Yes, if you provide past data or a baseline. The workflow cannot compare against history it does not receive.
Can I change the brief's sections?
Yes. Describe the sections and level of detail in your automation instruction.
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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