Create expense claims from employee emails
A claim request does not need to stay buried in the inbox. Notis can submit a claim in Breathe HR from the employee's unclaimed expenses.
Trigger
New Gmail Message Received Trigger
Triggers when a new message is received in Gmail.
Action
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.
Why this helps
Expense records and reimbursement requests can be disconnected, leaving employees and founders to chase the claim step.
- Move claim requests into Breathe HR
- Reduce manual handling between expenses and claims
- Keep reimbursement requests connected to employee records
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 expense claim for an employee who clearly requests reimbursement and whose unclaimed expenses can be identified, and report uncertain matches.
- 4Pick the New Gmail Message Received trigger and choose where run reports go.
- 5Test with one real claim email and matching unclaimed expense records.
Questions about this workflow
Does this create new expense records from the email?
No. It groups one or more unclaimed expense records into a claim. Use the employee expense action to create an expense record first.
What if there are several possible expense records?
Ask Notis to report uncertain matches for review rather than creating a claim from the wrong records.
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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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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