Spot expenses that may need document follow-up
See which expense records appear to lack a matching extracted document or have details that need a second look.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Expenses
Searches expenses and returns one paginated page of summaries.
Why this helps
Expense records and their supporting documents can drift apart, making follow-up easy to miss until review time.
- Review expenses alongside the extraction details available to Notis.
- Surface likely mismatches for a person to check.
- Create a concise follow-up list without changing expense records.
Setup
Build it in a few focused steps.
- 1Connect Affinda and Elorus once in the Notis portal.
- 2Create an automation that compares available extraction results with Elorus expense summaries and reports likely missing or mismatched supporting documents.
- 3Choose the notis_cron trigger and set the recurring schedule.
- 4Choose where Notis should send run reports.
- 5Test with a small set of real expenses and document extractions.
Questions about this workflow
Does this attach documents to expenses?
No. The listed Elorus action is for listing expenses. This workflow reports likely follow-up items and does not add attachments.
Can it prove an expense has no supporting document?
Only if the relevant document and expense data are available in the run. Otherwise, the report should describe a possible mismatch, not a confirmed absence.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Affinda to Elorus. A trigger fires from one place; an action lands in another.
Affinda triggers
Elorus actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Invoice
Create an invoice or receipt, saved as a draft by default.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Expense
Creates an expense from categorized line items.
CREATE_PRODUCT
Create a product or service in the catalog.
Email Invoice
Email an existing invoice to selected contacts.
Get Bills
Retrieve bills for viewing and managing expenses or purchases.
Delete Invoice
Permanently deletes a draft invoice; issued invoices cannot be deleted.
Get Contacts
Retrieve your contacts.
Get Credit Notes
Retrieve credit notes.
Connect any two apps with Notis in the middle.
Affinda and Elorus, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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