Bring invoice exceptions to someone's attention
Spend review time where the document needs a closer look, with exceptions captured as tasks.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create Task
Creates a new task in DART.
Why this helps
Missing or uncertain invoice details can be overlooked in a routine processing queue.
- Flag documents with missing or uncertain extracted details.
- Create tasks that direct attention to exceptions.
- Keep routine invoice review visible in Dart.
Setup
Build it in a few focused steps.
- 1Connect Affinda and Dart once in the Notis portal.
- 2Create an automation, name it, and choose a report channel.
- 3Tell Notis to review available invoices on each run and create a Dart task for each document with missing or uncertain details, including the fields that need checking.
- 4Pick a recurring schedule trigger and choose where run reports should go.
- 5Test with one real invoice that has a known exception and verify the resulting task.
Questions about this workflow
Does this approve invoices without exceptions?
No. It creates review tasks for exceptions and does not approve, reject, or pay invoices.
What counts as an exception?
Specify the fields or conditions your team considers important in the automation prompt. Notis should flag uncertainty rather than invent a rule.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Affinda to Dart. A trigger fires from one place; an action lands in another.
Affinda triggers
Dart actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Add Task Comment
Adds a comment to a DART task.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Add Task Attachment From URL
Downloads a file from a URL and attaches it to a task asynchronously.
Add Task Time Tracking
Records time spent on a DART task.
Create Doc
Creates a new document in Dart.
Create Task
Creates a new task in DART.
Delete Doc
Moves a Dart document to the recoverable trash.
Delete Task
Moves a Dart task to the recoverable trash.
Get User Space Configuration
Retrieves workspace configuration, including available boards and statuses.
Connect any two apps with Notis in the middle.
Affinda and Dart, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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