Summarize processed invoices for month-end
Start month-end review with invoice facts and attention items gathered in one place.
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
Month-end preparation gets harder when invoice details are scattered across many documents and inbox threads.
- Consolidate extracted invoice facts from a supplied batch.
- Highlight missing or unclear values for follow-up.
- Give finance review a useful starting point in Gmail.
Setup
Build it in a few focused steps.
- 1Connect Affinda and Gmail once in the Notis portal.
- 2Create an automation named Month-end Invoice Summary and describe the batch summary and exception rules.
- 3Pick the webhook trigger and choose where run reports should go.
- 4Test with one real invoice batch and review the Gmail draft.
Questions about this workflow
Does this reconcile invoices against accounting records?
No. It summarizes the supplied extracted invoice data. Reconciliation requires records or rules you provide.
Can it include a month total?
It can calculate a total from the supplied batch, with the result reviewed against source documents before use.
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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