Turn receipt emails into categorized Elorus expenses
Receipt emails can become expenses while the purchase is still easy to remember. Notis can extract the available details and prepare the Elorus entry.
Trigger
New Email Received
Triggers when a new email arrives in an inbox.
Action
Create Expense
Creates an expense from categorized line items.
Why this helps
Receipts scattered through email are easy to forget when expense tracking gets pushed to the end of the week.
- Capture receipt details at the point they arrive
- Organize expense line items from the message information
- Flag receipts with unclear amounts or categories
Setup
Build it in a few focused steps.
- 1Connect Agent mail and Elorus once in the Notis portal.
- 2Create a named automation in Automations.
- 3In one instruction, tell Notis to identify receipt emails, categorize supported line items, and create an expense only when the amount, date, currency, and category are clear.
- 4Choose the Agent mail New Email Received trigger and select a run report destination.
- 5Test with one real receipt email and check the resulting Elorus expense.
Questions about this workflow
Can Notis infer details that are not in the email?
No. Ask it to use only information available in the message and report details that are missing or unclear.
Does the workflow create an expense for every email with an attachment?
It should create an expense only when the message is identified as a receipt and the expense details are sufficiently clear.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agent mail to Elorus. A trigger fires from one place; an action lands in another.
Agent mail triggers
Elorus actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Invoice
Create an invoice or receipt, saved as a draft by default.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Expense
Creates an expense from categorized line items.
New Email Received
Triggers when a new email arrives in an inbox.
CREATE_PRODUCT
Create a product or service in the catalog.
Email Invoice
Email an existing invoice to selected contacts.
Get Bills
Retrieve bills for viewing and managing expenses or purchases.
Delete Invoice
Permanently deletes a draft invoice; issued invoices cannot be deleted.
Get Contacts
Retrieve your contacts.
Get Credit Notes
Retrieve credit notes.
Connect any two apps with Notis in the middle.
Agent mail and Elorus, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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