Prepare an invoice cover sheet from extracted details
Send invoice data to Notis and create a review-ready cover sheet with Documint.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Document
Creates a PDF from template data and returns a download link valid for 24 hours.
Why this helps
Invoice reviews slow down when key amounts, dates and vendor details have to be copied into separate notes.
- Put extracted invoice details into a consistent review document.
- Make invoice handoffs easier to scan.
- Reduce repetitive transcription before approval.
Setup
Build it in a few focused steps.
- 1Connect Affinda and Documint once in the Notis portal.
- 2Create an automation by telling Notis the outcome you want, in a channel or in Automations, New Automation.
- 3Ask Notis in one instruction to use Affinda invoice details you provide and create an approval cover sheet with your Documint template.
- 4Pick the Notis webhook trigger and choose where run reports go.
- 5Test with one real invoice and check the generated PDF.
Questions about this workflow
Can Notis approve the invoice too?
This workflow creates a document. It does not approve or pay the invoice.
What if the template needs information Affinda did not extract?
Provide the missing information with the webhook request or revise the instruction and template requirements.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Affinda to Documint. A trigger fires from one place; an action lands in another.
Affinda triggers
Documint actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Delete Template
Permanently deletes a template.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Document
Creates a PDF from template data and returns a download link valid for 24 hours.
Get Template
Retrieves a template’s details.
List Documents
Lists documents in your Documint account.
List Templates
Lists templates in your account.
Update Template
Updates a template’s settings or layout.
Connect any two apps with Notis in the middle.
Affinda and Documint, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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