Make invoice data preparation a recurring task
Set a routine for getting accumulated invoice extractions ready for analysis.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create Dataset from File
Upload a file to create a dataset; processing continues asynchronously.
Why this helps
Periodic invoice reviews often begin with another round of collecting and formatting extracted data.
- Create a predictable dataset preparation cadence.
- Reduce manual collection before periodic spend reviews.
- Keep recurring analysis inputs in DataRobot.
Setup
Build it in a few focused steps.
- 1Connect Affinda and DataRobot once in the Notis portal.
- 2Create a Notis automation for scheduled invoice dataset preparation.
- 3Ask Notis to gather the available Affinda-extracted invoice records and create a CSV dataset in DataRobot.
- 4Pick a recurring Notis cron schedule and choose where run reports should go.
- 5Test with one real batch and check the dataset before relying on the schedule.
Questions about this workflow
What does the schedule do?
It starts the automation on the cadence you choose. Set the instruction to use the invoice records available for that run.
Will this append to an existing dataset?
The specified action creates a dataset from a file. Describe the desired handling in your instruction and verify the behavior in a test run.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Affinda to Datarobot. A trigger fires from one place; an action lands in another.
Affinda triggers
Datarobot actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Add Users to Group
Add one or more existing users to a user group.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Add User to Organization
Add a user to an existing organization.
Analyze Dataset Definition
Start an analysis job to retrieve a dataset’s metadata, schema and statistics.
Archive Model Package
Archive a model package that is no longer in active use.
Build Java Scoring Code Package
Start an asynchronous build of a Java JAR scoring package for a deployment.
Cancel Notebook Job
Immediately cancel a running or queued notebook job; this cannot be undone.
Cancel Project Job
Cancel a pending project job.
Check Project Status
Check a project’s status and progress.
Connect any two apps with Notis in the middle.
Affinda and Datarobot, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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