Review flagged expenses from Discord
Turn a quick finance signal into a focused expense review.
Trigger
Message Reaction Added
Triggered when a reaction (emoji) is added to a message in a monitored Discord channel.
Action
Get Expenses
Tool to retrieve a list of all expenses. use after authenticating with your agiled api key to fetch all expense records.
Why this helps
Expense questions linger when the finance team has no shared review queue or current record view.
- Focus review attention
- Surface related records
- Reduce unresolved finance questions
Setup
Build it in a few focused steps.
- 1Connect Discord and Agiled in Notis once.
- 2Create an automation instructing Notis to retrieve relevant expenses when the review reaction is added.
- 3Pick Message Reaction Added as the trigger.
- 4Choose a report channel and test with one flagged message.
Questions about this workflow
Can it search by vendor or amount?
Yes. Ask Notis to use those details from the reacted message when available.
Does it modify expenses?
No. It retrieves expense records and summarizes them for review.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Discord to Agiled. A trigger fires from one place; an action lands in another.
Discord triggers
Agiled actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Expense
Tool to create a new expense in agiled. use after gathering expense details and authenticating with your api key.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Project
Tool to create a new project in agiled. use when you have collected all project details and need to set up the project before assigning tasks. example: "create a new project named website redesign with start date 2023-09-01 and status in progress."
New Discord Message Trigger
Polls a specific Discord channel for new messages.
Create Task
Tool to create a new task in agiled. use when you have all task details and want to add it to your project board. example: "create a task titled 'draft specs' for project 45, assigned to user 7, priority normal, due date 2025-11-05."
New Member Joined
Triggered when a new member joins a Discord server (guild) you manage.
Create Ticket
Tool to create a new support ticket in agiled. use after gathering all required ticket details (subject, message, priority, user id).
Message Reaction Added
Triggered when a reaction (emoji) is added to a message in a monitored Discord channel.
Get Contacts
Tool to retrieve a list of all contacts. use after configuring the api key to fetch contacts with optional pagination or search filters.
New Thread Created
Triggered when a new thread is created in a Discord channel within a monitored server.
Get Currencies
Tool to list currencies. use when you need to fetch available currency options after authentication.
Message Edited
Triggered when an existing message in a monitored Discord channel is edited.
Get Deals
Tool to retrieve a list of all deals. use after confirming your api key to list all deals for crm reporting.
Get Employees
Tool to retrieve a list of all employees. use when you need up-to-date employee directory from agiled.
Connect any two apps with Notis in the middle.
Discord and Agiled, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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