Assemble Invoice Documents for a Monthly Close
Group the invoices supplied for a close period into a consistent packet that is easier to review and archive.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Async Document
Creates a document asynchronously from HTML content.
Why this helps
Month-end review often means collecting invoice details from multiple parsing runs and reformatting them for a close packet.
- Group supplied invoice details by the close period you provide.
- Create repeatable close documentation.
- Track asynchronous generation through completion.
Setup
Build it in a few focused steps.
- 1Connect Affinda and DocRaptor once in the Notis portal.
- 2Create an automation and describe the packet sections and grouping in one instruction.
- 3Pick the Notis webhook trigger and choose where run reports should go.
- 4Send one real payload containing a close period and several parsed invoices to test the packet.
Questions about this workflow
Does a monthly schedule gather invoices automatically?
No. This workflow uses a webhook, and the request must contain the invoices and period to include.
Can it reconcile invoices against bank transactions?
Only if you include the relevant transaction data and comparison context in the request. Those sources are not provided by the listed Affinda capabilities.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Affinda to DocRaptor. A trigger fires from one place; an action lands in another.
Affinda triggers
DocRaptor actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Async Document
Creates a document asynchronously from HTML content.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Document
Creates a PDF or Excel document from HTML content or a URL and returns it immediately.
Create Document from Referrer
Converts webpages into PDF or Excel documents.
Create Hosted Async Document
Creates a hosted document asynchronously.
Download Async Document
Downloads a completed asynchronous document.
Get Async Document Status
Checks the progress of asynchronous document creation.
List Documents (JSON)
Lists previously created documents with metadata in JSON format.
List Documents (XML)
Lists previously created documents with metadata in XML format.
Connect any two apps with Notis in the middle.
Affinda and DocRaptor, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business DocRaptor.