Review possible duplicate invoices
See why two invoice records look alike before anyone decides what to do.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create email draft
Creates a gmail email draft, supporting to/cc/bcc, subject, plain/html body (ensure `is html=true` for html), attachments, and threading.
Why this helps
Potential duplicate invoices are hard to spot when vendors format documents differently or records arrive at different times.
- Bring candidate matches together for human verification.
- Show the supplied evidence behind each possible match.
- Avoid treating similar records as confirmed duplicates.
Setup
Build it in a few focused steps.
- 1Connect Affinda and Gmail once in the Notis portal.
- 2Create an automation named Duplicate Invoice Review and describe which supplied invoice attributes to compare.
- 3Pick the webhook trigger and choose where run reports should go.
- 4Test with one real invoice set and review the Gmail draft.
Questions about this workflow
Will it delete or reject an invoice?
No. It prepares a review note about possible matches and leaves the decision to a person.
What data can it compare?
Specify attributes available in your extracted records, such as vendor, invoice number, date, and amount. Missing attributes should be called out.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Affinda to Gmail. A trigger fires from one place; an action lands in another.
Affinda triggers
Gmail actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Modify email labels
Adds and/or removes specified gmail labels for a message; ensure `message id` and all `label ids` are valid (use 'listlabels' for custom label ids).
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create email draft
Creates a gmail email draft, supporting to/cc/bcc, subject, plain/html body (ensure `is html=true` for html), attachments, and threading.
Create label
Creates a new label with a unique name in the specified user's gmail account.
Delete Draft
Permanently deletes a specific gmail draft using its id; ensure the draft exists and the user has necessary permissions for the given `user id`.
Delete message
Permanently deletes a specific email message by its id from a gmail mailbox; for `user id`, use 'me' for the authenticated user or an email address to which the authenticated user has delegated access.
Fetch emails
Fetches a list of email messages from a gmail account, supporting filtering, pagination, and optional full content retrieval.
Fetch message by message ID
Fetches a specific email message by its id, provided the `message id` exists and is accessible to the authenticated `user id`.
Fetch Message by Thread ID
Retrieves messages from a gmail thread using its `thread id`, where the thread must be accessible by the specified `user id`.
Connect any two apps with Notis in the middle.
Affinda and Gmail, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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