Make expense review part of the weekly reset
Gather recent Quaderno expenses in one recurring review and connect them to the projects you are already tracking in Flotiq.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Expenses
Tool to list all expenses, paginated. use when you need to page through expenses with optional filters. example: listexpenses(limit=50, created before="exp 12345").
Why this helps
Expense review can become a noisy catch-up task when receipts and project context are scattered.
- Make expense review a predictable weekly routine.
- Use project context to make follow-up easier to understand.
- Catch uncategorized or unclear items before month end.
Setup
Build it in a few focused steps.
- 1Connect Flotiq and Quaderno to Notis once through the portal.
- 2Create an automation in the portal or ask Notis to summarize Quaderno expenses in the context of active Flotiq projects.
- 3Write one plain-language prompt describing the review window and which items need follow-up.
- 4Choose a weekly cron trigger and report channel, then review one real expense summary.
Questions about this workflow
Will this change or delete expenses?
No. It lists expenses and summarizes review follow-up; it does not modify expense records.
Does it match every expense to a Flotiq project automatically?
The prompt can use available project context to organize a summary, but this action only lists Quaderno expenses.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Flotiq to Quaderno. A trigger fires from one place; an action lands in another.
Flotiq triggers
Quaderno actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Calculate Tax Rate
Tool to calculate applicable tax rate for given address and transaction type. use when you need tax details before invoicing.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Contact
Tool to create a new contact (customer or vendor). use when you need to add a person or company contact in quaderno.
Create Invoice
Tool to create a new invoice. use when you need customer, items, and payment details prepared before invoicing.
Create Product
Tool to create a new product. use after configuring sku, pricing, and tax settings.
Delete Coupon
Tool to permanently delete a coupon. use when you have confirmed the coupon id is correct and need to remove it permanently (cannot be undone).
Delete Expense
Tool to permanently delete an expense by id. use when you have confirmed the expense id is correct and no longer need the expense.
Delete Product
Tool to permanently delete a product by id. use when you have confirmed the product id is correct and no longer need the product.
Delete Tax ID
Tool to permanently delete a registered tax id by id. use when you have confirmed the tax id exists and no longer need the tax id.
Connect any two apps with Notis in the middle.
Flotiq and Quaderno, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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