Create a monthly finance brief from Airwallex activity
Start the month with a clear draft of the finance updates worth sharing, without rebuilding the story from transaction records.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create Entry
Creates an entry in a space environment.
Why this helps
Finance updates take time to assemble, and useful details can get lost between payment reports and content review.
- Reduce time spent assembling recurring finance updates.
- Keep the draft in the content workspace where reviewers already work.
- Review the underlying Airwallex activity before anything is published.
Setup
Build it in a few focused steps.
- 1Connect Airwallex and Contentful once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a clear name.
- 3In one instruction, ask Notis to review the available Airwallex activity and draft a finance brief as a Contentful entry for your chosen content type.
- 4Pick a monthly schedule and choose where run reports should go.
- 5Test with one real example and review the draft in Contentful.
Questions about this workflow
Does this automation publish the brief?
No. It creates a Contentful entry for review. Publishing requires a separate Contentful action.
Can Notis include financial context it cannot retrieve?
Provide any required context in your instruction. Notis can only summarize information available from Airwallex and the connected Contentful workspace.
When this happens · Trigger
Do this · Action
Creates an entry in a space environment.
Supported Triggers and Actions
Notis builds workflows that link Airwallex to Contentful. A trigger fires from one place; an action lands in another.
Airwallex triggers
Contentful actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Get space
Retrieves metadata for a Contentful space, including its name and system fields.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Activate Content Type
Publishes a content type so it can be used to create entries; the current version is required.
List spaces
Lists the spaces available to your account.
Archive Asset
Archives an asset, removing it from active use without permanently deleting it.
Update space
Updates the name of a specific space.
Archive Entry
Archives an unpublished entry; its current version may be required.
Archive Release
Archives a release to block edits until unarchived; the current version is required to avoid conflicts.
Conditions and details
Archiving a release locks it against modifications. It cannot be edited until it is unarchived. The current version number is required for optimistic locking.
Create App Signing Key
Creates an app signing key pair or registers a supplied public key; generating a pair returns its private key.
Connect any two apps with Notis in the middle.
Airwallex and Contentful, or any other combination from 1,600+ integrations.
When this happens · Trigger
Do this · Action
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