Get a clearer view of expenses awaiting follow-up
A scheduled expense review can surface records that still need attention, so they do not disappear in the gap between submission and reimbursement.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Employee Expenses
Retrieve employee expense records.
Why this helps
Expense records are easy to leave unreviewed when someone has to remember to assemble the list manually.
- Reduce manual expense list preparation
- Surface records matching your follow-up criteria
- Give finance or HR a repeatable review point
Setup
Build it in a few focused steps.
- 1Connect Agility CMS and Breathe HR once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Tell Notis to list Breathe HR employee expenses and summarize records matching the review criteria you provide.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real period and confirm the returned expenses match the requested scope.
Questions about this workflow
Does this submit a reimbursement claim?
No. It lists and summarizes expense records. Claim submission is a separate action.
Can it identify expenses that are overdue?
Only if the returned data includes the needed dates or you supply a clear rule based on available data.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agility cms to Breathe HR. A trigger fires from one place; an action lands in another.
Agility cms 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.
Agility cms and Breathe HR, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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