Build a recurring brief from filings and invoices
Turn two recurring finance checks into a single report that is easier to scan and act on.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Invoices
Retrieves a list of stripe invoices, filterable by various criteria and paginatable using invoice id cursors obtained from previous responses.
Why this helps
Rebuilding the same research and invoice context every week creates repetitive work and makes follow-ups easier to drop.
- Combine filing research with invoice retrieval in one scheduled run.
- Create a repeatable review artifact for the founder or finance lead.
- Make open questions easier to capture in the report.
Setup
Build it in a few focused steps.
- 1Connect Bigdata.com MCP and Stripe once in the Notis portal.
- 2Create an automation in Automations, New Automation, and provide its name and prompt.
- 3Tell Notis to summarize the selected Bigdata.com filing research and retrieve Stripe invoices for the stated customer or period context.
- 4Pick a recurring schedule and select where run reports should go.
- 5Test with one filing and invoice example, then review the brief.
Questions about this workflow
Will it identify overdue invoices?
The listed action retrieves invoices, but does not itself guarantee overdue classification. Ask Notis to interpret returned invoice status fields and verify the results.
What if the period or customer is not stated?
Supply the customer or period context in the instruction. Otherwise the result may not be focused enough for a useful brief.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Bigdata.com MCP to Stripe. A trigger fires from one place; an action lands in another.
Bigdata.com MCP triggers
Stripe actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Cancel subscription
Cancels a customer's active stripe subscription at the end of the current billing period, with options to invoice immediately for metered usage and prorate charges for unused time.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Confirm payment intent
Confirms a stripe paymentintent to finalize a payment; a `return url` is necessary if the payment method requires customer redirection.
Create Customer
Creates a new customer in stripe, required for creating charges or subscriptions; an email is highly recommended for customer communications.
Create an invoice
Creates a new draft stripe invoice for a customer; use to revise an existing invoice, bill for a specific subscription (which must belong to the customer), or apply detailed customizations.
Create payment intent
Creates a stripe paymentintent to initiate and process a customer's payment; using `application fee amount` for a connected account requires the `stripe-account` header.
Create a price
Creates a new stripe price for a product, defining its charges (one-time or recurring) and billing scheme; requires either an existing `product` id or `product data`.
Create product
Creates a new product in stripe, encoding the request as `application/x-www-form-urlencoded` by flattening nested structures.
Create Refund
Creates a full or partial refund in stripe, targeting either a specific charge id or a payment intent id.
Connect any two apps with Notis in the middle.
Bigdata.com MCP and Stripe, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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