Make month-end invoice review easier to start
Have the invoice information ready as a document when month-end review time arrives.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create Async Document
Creates a document asynchronously from HTML content.
Why this helps
Month-end admin piles up when invoice details are collected and reformatted at the last minute.
- Prepare a repeatable review artifact.
- Reduce last-minute information gathering.
- Monitor async document creation.
Setup
Build it in a few focused steps.
- 1Connect Agiled and DocRaptor once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name.
- 3Describe the outcome: create a month-end invoice review document from the Agiled invoice information available.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real month-end dataset and verify the included invoices.
Questions about this workflow
Can it reconcile payments?
This workflow creates a document. Reconciliation would require accurate payment data and a separate supported action, which is not part of this package.
What if the monthly period is not explicit in the data?
State the period in the automation prompt and ensure the relevant invoice information is available for that run.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agiled to DocRaptor. A trigger fires from one place; an action lands in another.
Agiled triggers
DocRaptor actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Async Document
Creates a document asynchronously from HTML content.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Document
Creates a PDF or Excel document from HTML content or a URL and returns it immediately.
Create Document from Referrer
Converts webpages into PDF or Excel documents.
Create Hosted Async Document
Creates a hosted document asynchronously.
Download Async Document
Downloads a completed asynchronous document.
Get Async Document Status
Checks the progress of asynchronous document creation.
List Documents (JSON)
Lists previously created documents with metadata in JSON format.
List Documents (XML)
Lists previously created documents with metadata in XML format.
Connect any two apps with Notis in the middle.
Agiled and DocRaptor, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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