Review invoice records alongside extracted billing documents
Bring invoice summaries and extracted billing details into one scheduled review so discrepancies can be checked promptly.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Invoices
Retrieve invoices for review, reporting, or other operations.
Why this helps
Invoice summaries and the documents behind them can diverge, and the mismatch may go unnoticed until someone reconciles them manually.
- Put invoice summaries and extraction results into one review.
- Call attention to possible discrepancies for confirmation.
- Use a repeatable process to catch follow-up items.
Setup
Build it in a few focused steps.
- 1Connect Affinda and Elorus once in the Notis portal.
- 2Create an automation that reviews accessible Elorus invoice summaries against available Affinda extraction results and reports possible differences without changing invoices.
- 3Choose the notis_cron trigger and set the recurring schedule.
- 4Choose where Notis should send run reports.
- 5Test with a small set of known invoices and document extractions.
Questions about this workflow
Will this retrieve full invoice documents from Elorus?
The selected action retrieves invoice summaries. The comparison depends on extraction details and invoice information made available to the run.
Does it edit invoices?
No. This workflow reports possible differences for follow-up and does not change invoice records.
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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