Capture expense details from email
Let Notis turn a clear expense email into a Breathe HR expense record, so reimbursement details do not get buried in the inbox.
Trigger
New Email Received
Trigger for new emails in an AgentMail inbox
Action
Create Employee Expense
Tool to create an employee expense record in BreatheHR. Use when an employee needs to submit a new expense claim for reimbursement or record a company-paid expense.
Why this helps
Expense claims and receipts land in email, then wait for someone to re-enter the details in HR.
- Reduce repeated entry of expense details.
- Keep expense information tied to an employee record.
- Surface ambiguous or incomplete claims for review.
Setup
Build it in a few focused steps.
- 1Connect Agent mail and Breathe HR once in the Notis portal.
- 2Create an automation by naming it and describing the outcome.
- 3Tell Notis to create an employee expense record from clear expense emails and flag any missing employee or expense details.
- 4Pick New Email Received as the trigger and choose where run reports go.
- 5Test with one real example and review the result.
Questions about this workflow
Does this approve or reimburse the expense?
No. This action creates an expense record. Approval or reimbursement should follow your existing process.
What if a receipt does not identify the employee?
Have Notis report it for follow-up rather than create a record against an assumed employee.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agent mail to Breathe HR. A trigger fires from one place; an action lands in another.
Agent mail triggers
Breathe HR actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
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Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Employee
Tool to create a new employee in BreatheHR. Use when you need to add a new employee record with their personal information, contact details, and employment information. Required fields are first_name, last_name, email, and company_join_date.
New Email Received
Trigger for new emails in an AgentMail inbox
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Tool to create a change request for an employee field. Use when you need to update employee information such as job title, department, or salary.
Create Employee Expense
Tool to create an employee expense record in BreatheHR. Use when an employee needs to submit a new expense claim for reimbursement or record a company-paid expense.
Create Employee Expense Claim
Tool to create a new expense claim for an employee. Use when you need to submit expenses for reimbursement by grouping one or more unclaimed expense records into a claim.
Create Employee Sickness
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Delete Employee Expense
Tool to delete an employee expense by ID. Use when you need to remove an expense record from the system.
Delete Employee Training Course
Tool to delete an employee training course record by its ID. Use when you need to remove a training record from an employee's profile.
Connect any two apps with Notis in the middle.
Agent mail and Breathe HR, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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