Make initiative expense reviews easier to complete
A scheduled expense review can surface relevant records and questions without a manual search through multiple tools.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Expenses
Retrieves expenses.
Why this helps
Expense reviews take longer when the business reason for a spend sits apart from the expense record.
- Get a recurring Agiled expense inventory.
- Use supplied initiative context to interpret relevant expenses.
- Flag records that need clarification without changing them.
Setup
Build it in a few focused steps.
- 1Connect Affinity and Agiled once in the Notis portal.
- 2Create an automation in Automations, New Automation, and describe the expense review.
- 3Ask Notis to retrieve Agiled expenses and summarize relevant items using the Affinity initiative context you provide.
- 4Choose a recurring schedule and select where run reports should go.
- 5Test with real expense records and verify the summary.
Questions about this workflow
Does this workflow approve or edit expenses?
No. It retrieves expenses and reports items for review.
How does Notis know which initiative an expense relates to?
Include the relevant initiative context or identifiers in your prompt. Do not assume the expense list contains an Affinity link.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Affinity to Agiled. A trigger fires from one place; an action lands in another.
Affinity triggers
Agiled actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Expense
Creates a new expense.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Project
Creates a new project.
Create Task
Creates a new task.
Create Ticket
Creates a new support ticket.
Get Contacts
Retrieves contacts.
Get Currencies
Retrieves the available currencies.
Get Deals
Retrieves deals.
Get Employees
Retrieves employees.
Connect any two apps with Notis in the middle.
Affinity and Agiled, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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