Review Agiled invoice documents on a schedule
Set a recurring pass over available invoice document links and send each eligible document to Affinda for extraction.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create Document
Uploads a document for data extraction.
Why this helps
Invoices can sit unnoticed when document review depends on someone remembering to check a queue.
- Create a recurring review habit for invoice documents.
- Parse available invoice URLs through Affinda.
- Get a report of documents processed and any missing URLs.
Setup
Build it in a few focused steps.
- 1Connect Agiled and Affinda once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Describe: on each run, review available Agiled invoice records, parse eligible document URLs in Affinda, and report processed records or missing URLs.
- 4Pick a Notis cron schedule and choose where run reports go.
- 5Test with one real invoice record.
Questions about this workflow
Can this find invoice documents in Agiled?
The workflow can only use document links or records available through the connected Agiled access. The provided app description does not specify invoice attachment retrieval.
Will it process the same invoice repeatedly?
The prompt can ask Notis to avoid repeat processing when prior-run history is available; otherwise a processed marker or baseline must be supplied.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agiled to Affinda. A trigger fires from one place; an action lands in another.
Agiled triggers
Affinda actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Batch Update Annotations
Updates annotations across multiple documents at once.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Add Tag to Documents
Adds the same tag to multiple documents.
Create Collection
Creates a collection for grouping documents.
Create Document
Uploads a document for data extraction.
Create API User
Creates an API user with credentials for programmatic access.
Create Organization
Creates an organization to group resources.
Batch Create Annotations
Creates multiple annotations for processed documents.
Create RESTHook Subscription
Creates a subscription for document event notifications.
Connect any two apps with Notis in the middle.
Agiled and Affinda, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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