Record employee expenses from Gmail
Expense details in email can become organized Breathe HR records, with incomplete submissions called out for follow-up.
Trigger
New Gmail Message Received Trigger
Triggers when a new message is received in Gmail.
Action
Create Employee Expense
Tool to create an employee expense record in BreatheHR. Use when an employee needs to submit a new expense claim for reimbursement or record a company-paid expense.
Why this helps
Expense details buried in email take extra effort to collect and enter consistently.
- Reduce repeated expense data entry
- Keep expense records together in Breathe HR
- Spot emails that need more information
Setup
Build it in a few focused steps.
- 1Connect Gmail and Breathe HR once in the Notis portal.
- 2Create an automation in Automations, New Automation.
- 3Tell Notis to create an employee expense record from an expense email when the message provides enough information, and report details that need clarification.
- 4Pick the New Gmail Message Received trigger and choose where run reports go.
- 5Test with one real expense email.
Questions about this workflow
Does this action create an expense claim for reimbursement?
No. It creates an employee expense record. A separate Breathe HR action creates an expense claim by grouping unclaimed expense records.
What if the email does not identify the employee or expense clearly?
Tell Notis to report the missing or unclear details for follow-up rather than creating an incomplete record.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Gmail to Breathe HR. A trigger fires from one place; an action lands in another.
Gmail triggers
Breathe HR actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
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Webhook trigger
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New Gmail Message Received Trigger
Triggers when a new message is received in Gmail.
Create Employee Expense
Tool to create an employee expense record in BreatheHR. Use when an employee needs to submit a new expense claim for reimbursement or record a company-paid expense.
Create Employee Expense Claim
Tool to create a new expense claim for an employee. Use when you need to submit expenses for reimbursement by grouping one or more unclaimed expense records into a claim.
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Tool to delete an employee training course record by its ID. Use when you need to remove a training record from an employee's profile.
Connect any two apps with Notis in the middle.
Gmail and Breathe HR, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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