Prepare invoice approval forms on a schedule
Have Notis create approval paperwork on a schedule from invoice details available to the automation, then review the run report.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Generate documents from template
Generates documents by merging data into a template.
Why this helps
Invoice paperwork can get pushed aside when the same preparation steps compete with other founder work.
- Create approval forms on a recurring schedule.
- Use the same template for each scheduled run.
- Keep output and run reports easy to follow up on.
Setup
Build it in a few focused steps.
- 1Connect Affinda and Docugenerate once in the Notis portal.
- 2Create an automation in Automations, New Automation, or tell Notis to create it from any channel.
- 3In one instruction, ask Notis to generate approval forms from invoice details available to the run and specify how those details are supplied.
- 4Choose a recurring schedule and select where run reports should go.
- 5Run once with a real invoice example and verify the generated form.
Questions about this workflow
Does the schedule itself retrieve invoice data?
A schedule starts the automation. The connected access and prompt must make the invoice details available to the run.
Does this approve invoices?
No. It prepares approval forms; your existing approval process remains responsible for decisions.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Affinda to Docugenerate. A trigger fires from one place; an action lands in another.
Affinda triggers
Docugenerate actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Generate documents from template
Generates documents by merging data into a template.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Delete Document
Permanently deletes a document from storage.
Delete template
Permanently deletes a template and all its stored versions.
Update Document
Renames an existing generated document.
Get document by ID
Retrieves a document’s details and download link by ID.
Get or list templates
Retrieves or lists existing templates.
Get template by ID
Retrieves a template’s details by ID.
Update Template
Updates a template’s file and settings.
Connect any two apps with Notis in the middle.
Affinda and Docugenerate, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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