Give expense claims a regular review
See expense claims in a concise scheduled summary, so reimbursement follow-ups have a reliable place in your routine.
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
Expense claims are easy to overlook when they sit alongside many other operational tasks.
- Bring expense claims into a predictable review routine.
- Summarize claims by available state information.
- Reduce manual searching for claims that need attention.
Setup
Build it in a few focused steps.
- 1Connect Breathe HR once in the Notis portal.
- 2Create an automation in Automations, New Automation, or tell Notis the outcome in plain language from any channel.
- 3Ask Notis to retrieve Breathe HR expense claims and summarize claims by their available state for follow-up.
- 4Choose a recurring schedule and where run reports should go.
- 5Test with one real claim and confirm the returned state and summary are useful.
Questions about this workflow
Does this pay or approve claims?
No. It lists and summarizes claims. Payment or approval is not part of this action.
Can I review claims for a particular employee?
The action supports an optional employee filter. Include the employee context in the instruction when appropriate.
Can I use this as a recurring reminder?
Yes. Choose a recurring schedule, then send run reports to a channel you check.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agenty to Breathe HR. A trigger fires from one place; an action lands in another.
Agenty 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.
Agenty and Breathe HR, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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