Make invoice emails easier to review
Collect the details a teammate needs to review an invoice without searching through a long inbox thread.
Trigger
New Email Received
Trigger for new emails in an AgentMail inbox
Action
Post message to channel
Sends a message to a specified discord channel (text, embeds, stickers, components, attachments); requires `send messages` permission and one of `content`, `embeds`, `sticker ids`, or `attachments`.
Why this helps
Invoice requests compete with other email and can be overlooked before their stated due date.
- Put invoice amounts and due dates stated in the message in one visible post.
- Include payment or review instructions from the email.
- Make the next human review step easier to assign.
Setup
Build it in a few focused steps.
- 1Connect Agent mail and Discordbot once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name.
- 3Tell Notis to recognize invoice emails and post the sender, invoice amount and due date if stated, and any requested review or payment steps to Discord.
- 4Choose New Email Received as the trigger and select where run reports should go.
- 5Test with one real invoice email and review the post.
Questions about this workflow
Does this workflow pay invoices?
No. It posts invoice details to Discord for a person to review.
What if the amount or due date is missing?
Have Notis report the details that are present and identify missing information rather than guessing.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agent mail to Discordbot. A trigger fires from one place; an action lands in another.
Agent mail triggers
Discordbot actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Add recipient to group channel
Adds a user to a discord group direct message (dm) channel.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Update guild member information
Adds a user (who is not already a member) to a guild using their `access token` (which must have `guilds.join` scope), optionally setting nickname, roles, mute/deaf status, or flags.
New Email Received
Trigger for new emails in an AgentMail inbox
Assign role to guild member
Assigns a role to a guild member, provided the bot has 'manage roles' permission in the guild and the role to be assigned is hierarchically lower than the bot's highest role.
Add reaction to message
Adds an emoji reaction from the authenticated user/bot to a specific message in a discord channel; does not return information about existing reactions.
Add or update thread member
Adds a user to a specific, unarchived thread; the user must have access to the thread's parent channel, and for private threads, the bot must already be a member.
Modify guild ban settings
Permanently bans a user from a discord guild, optionally deleting their recent messages (specify deletion period in seconds or days, not both).
Bulk ban users in guild with message deletion option
Bans up to 200 users from a discord guild, optionally deleting their recent messages; the bot must have 'ban members' permission in the guild, and this action is irreversible.
Bulk delete messages in channel
Atomically bulk deletes messages in a discord channel for moderation or maintenance; deletion may not be instantaneous and messages are unrecoverable.
Connect any two apps with Notis in the middle.
Agent mail and Discordbot, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Discordbot.