Summarize invoice exceptions each week
See the invoice details and vendor questions that deserve a closer look this week.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
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
Small invoice questions get buried until they create a delay or a last-minute scramble.
- Group invoice concerns into a predictable review.
- Bring extraction gaps and related email context together when available.
- Make follow-up easier to plan in one sitting.
Setup
Build it in a few focused steps.
- 1Connect Affinda and Gmail once in the Notis portal.
- 2Create an automation named Weekly Invoice Exception Summary and describe which exceptions and messages to summarize.
- 3Pick the recurring schedule trigger and choose where run reports should go.
- 4Test with real invoice exception examples and review the draft.
Questions about this workflow
Does it know whether an invoice issue is resolved?
It can use available Gmail messages and supplied context. Ask it to mark unresolved status as uncertain if the evidence is not clear.
Can it include only a particular vendor or period?
Describe the vendor or date window in your prompt when that information is available to the automation.
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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