Spot expenses that deserve a closer look
Get a concise review of unusual expense entries before they get lost in routine bookkeeping.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Expenses
Retrieves expenses for a date range.
Why this helps
Reviewing every expense manually makes it harder to notice entries that need attention.
- Surface entries that match user-defined review criteria.
- Reduce routine scanning of expense lists.
- Keep exceptions visible for a human follow-up.
Setup
Build it in a few focused steps.
- 1Connect Ai ml api and Clientary once in the Notis portal.
- 2Create an automation in Automations, New Automation, or tell Notis to create it from any channel.
- 3Ask Notis in one instruction to review available Clientary expenses and flag entries matching your stated criteria, explaining the evidence for each.
- 4Pick the notis_cron trigger and choose where run reports should go.
- 5Test with one scheduled run and verify flagged items against the records.
Questions about this workflow
Can AI detect fraud?
It can flag patterns for review based on available data and criteria, but it cannot establish fraud from an expense list alone.
Can it compare expenses with a budget?
Only if the budget or baseline is supplied. Clientary expense records alone may not contain your budget.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Ai ml api to Clientary. A trigger fires from one place; an action lands in another.
Ai ml api triggers
Clientary actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Client
Creates a new client record.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Contact
Creates a new contact for a client.
Create Expense
Creates a new expense record.
Create Lead
Creates a new lead record.
Create Invoice
Creates an invoice, optionally linked to a client.
Create Project
Creates a new project for tracking client work, time, or expenses.
Delete Client
Permanently deletes a client and its related projects, invoices, estimates, and contacts; this cannot be undone.
Create Project Hours
Logs hours worked on a project as a new time entry.
Connect any two apps with Notis in the middle.
Ai ml api and Clientary, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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