Record emailed receipts as Agiled expenses
Keep expense admin moving by asking Notis to turn incoming receipt emails into Agiled expense records with the details provided.
Trigger
New Email Received
Trigger for new emails in an AgentMail inbox
Action
Create Expense
Tool to create a new expense in agiled. use after gathering expense details and authenticating with your api key.
Why this helps
Receipts in an inbox are easy to forget when expenses need to be entered manually later.
- Capture receipt details closer to when they arrive
- Spend less time re-entering expense information
- Keep expense records easier to find in Agiled
Setup
Build it in a few focused steps.
- 1Connect Agent Mail and Agiled once in the Notis portal.
- 2Create a new automation in the portal or tell Notis from any channel.
- 3Describe which emails contain receipts and how to handle incomplete amounts or dates.
- 4Pick Agent Mail New Email Received and select a destination for run reports.
- 5Test with one real receipt email and review the expense record.
Questions about this workflow
Can Notis create an expense when the receipt details are incomplete?
Tell Notis to skip incomplete receipts and report what is missing, or specify the assumptions you want it to use.
Will it identify the expense currency?
Notis can use currency information included in the message. If the currency is missing or ambiguous, instruct it to flag the receipt for review.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agent mail to Agiled. A trigger fires from one place; an action lands in another.
Agent mail triggers
Agiled actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Expense
Tool to create a new expense in agiled. use after gathering expense details and authenticating with your api key.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
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New Email Received
Trigger for new emails in an AgentMail inbox
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Get Employees
Tool to retrieve a list of all employees. use when you need up-to-date employee directory from agiled.
Connect any two apps with Notis in the middle.
Agent mail and Agiled, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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