See expense claims that may need follow-up
Get a short review of expense claims and their current states without opening each record one at a time.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Employee Expense Claims
Retrieve employee expense claims.
Why this helps
Claims can remain unresolved when the review queue is checked only during reimbursement work.
- Make claim status easier to scan.
- Reduce repeated portal checks.
- Prompt timely human review of outstanding claims.
Setup
Build it in a few focused steps.
- 1Connect AgentQL and Breathe HR once in Notis.
- 2Create an automation in plain language or in Automations, New Automation.
- 3In one instruction, ask Notis to list expense claims and summarize employee, claim state, and available details for follow-up without changing claims.
- 4Choose a recurring schedule and a report channel.
- 5Test with one real set of claims and confirm states are clear.
Questions about this workflow
Does this approve or pay claims?
No. It reports claim information for a person to review.
Can it filter by claim state?
The list action supports filtering by claim state. State the relevant state in the instruction.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agentql to Breathe HR. A trigger fires from one place; an action lands in another.
Agentql triggers
Breathe HR actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Approve Leave Request
Approve a pending employee leave request.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Employee
Create a new employee record.
Create Employee Change Request
Create a request to change an employee’s information.
Create Employee Expense
Record an employee expense for reimbursement or as a company-paid expense.
Create Employee Expense Claim
Group unclaimed expense records into a new reimbursement claim.
Create Employee Sickness
Create a record of an employee’s sickness absence.
Delete Employee Expense
Delete an employee expense record.
Delete Employee Training Course
Delete an employee training course record.
Connect any two apps with Notis in the middle.
Agentql and Breathe HR, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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