Make invoice exception guidance easy to retrieve
Give your team a clear place to check what to do when an invoice needs extra attention.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Bot Source
Creates a source for a bot’s knowledge base.
Why this helps
Invoice exceptions create repeat questions and interrupt focused work while people hunt for the right process.
- Reduce interruptions caused by recurring invoice questions.
- Keep approved exception handling guidance searchable.
- Turn document processing outcomes into reusable answers.
Setup
Build it in a few focused steps.
- 1Connect Affinda and Docsbot ai once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3In one instruction, ask Notis to use the webhook request and Affinda invoice findings to prepare suitable guidance for a Docsbot source.
- 4Choose the webhook trigger and select where run reports go.
- 5Test with one real invoice exception and check the resulting source for accuracy.
Questions about this workflow
Does this pay or approve invoices?
No. The listed Docsbot action creates a knowledge source. It does not approve, pay, or modify invoices.
What starts the workflow?
An HTTP request to the Notis webhook starts it. The request must include the context Notis needs to identify the relevant Affinda processing result.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Affinda to Docsbot ai. A trigger fires from one place; an action lands in another.
Affinda triggers
Docsbot ai actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Bot
Creates a bot within a team.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Capture Conversation Lead
Saves lead information in conversation metadata, whether or not the conversation exists.
Delete Bot
Permanently deletes a bot; this action cannot be undone.
Generate Conversation Ticket
Turns a Chat Agent conversation into a structured support ticket.
Create Bot Source
Creates a source for a bot’s knowledge base.
Get Bot Details
Retrieves details about a bot in a team.
Create Webhook
Creates a bot webhook subscription; its target must be publicly accessible and support HTTPS.
Get Team Details
Retrieves details about a team, including its members and settings.
Connect any two apps with Notis in the middle.
Affinda and Docsbot ai, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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