Keep invoices ready for finance review
Turn an invoice link in a newly created finance event into a parsed, labeled Affinda document.
Trigger
Event Created
Polling trigger that fires when a new calendar event is created. Returns event ID, summary, start/end times, and organizer info.
Action
Create Tag
Tool to create a new tag. use when you need to label documents in a specific workspace.
Why this helps
Invoices linked from review events can still need manual upload and labeling before the meeting.
- Prepare a linked invoice for a scheduled review.
- Apply a review label to the resulting document when the workflow can identify it.
- Reduce upload and organization work before finance meetings.
Setup
Build it in a few focused steps.
- 1Connect Google Calendar and Affinda once in the Notis portal.
- 2Create an automation in Automations, then choose a name and prompt.
- 3Tell Notis to parse the invoice URL from a new finance review event and apply an existing review tag to the resulting document when available.
- 4Pick Event Created as the trigger and choose where run reports should go.
- 5Test with one real finance event, a usable invoice URL, and an existing Affinda tag.
Questions about this workflow
Will this create the review tag if it does not exist?
No. The workflow uses the Create Tag action only if you explicitly want to create a tag, and that requires the workspace context. This package uses an existing tag.
Does the event trigger provide invoice contents?
The Event Created trigger returns basic event information. The invoice itself must be available through a usable URL in the event details.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Google Calendar to Affinda. A trigger fires from one place; an action lands in another.
Google Calendar triggers
Affinda actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Batch Update Annotations
Tool to update multiple annotations in one request. use when you need to modify parsed values or other fields across many annotations at once.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Collection
Tool to create a new collection. use after you have a valid workspace id and want to group documents by a specific extractor within that workspace.
Attendee Response Changed
Polling trigger that fires when any attendee's RSVP changes to accepted, declined, or tentative. Returns attendee info and current status.
Create Document
Tool to upload a new document for parsing. use when you have the document file or a public url and need to extract structured data immediately.
Event Canceled or Deleted
Triggers when a Google Calendar event is cancelled or deleted. Returns minimal data: event_id, summary (if available), and cancellation timestamp.
Create Organization
Tool to create a new organization. use when you have a unique organization name and want to group resources under it.
Event Starting Soon
Triggers when a calendar event is within a configured number of minutes from starting. Returns event details, time remaining, attendees, and join links when available.
Create RESTHook Subscription
Tool to create a new resthook subscription. use after confirming your webhook endpoint is ready to receive document event notifications.
Calendar Event Changes
**SOON TO BE DEPRECATED** - Use Calendar Event Sync (polling trigger) instead. Real-time webhook trigger for calendar event changes. Returns event metadata only. For full event data, use Calendar Event Sync (polling trigger).
Create Tag
Tool to create a new tag. use when you need to label documents in a specific workspace.
Event Created
Polling trigger that fires when a new calendar event is created. Returns event ID, summary, start/end times, and organizer info.
Create Validation Result
Tool to create a validation result. use when recording validation outcomes for a document after parsing.
Calendar Event Sync
Polling trigger that returns full event data including details, attendees, and metadata. For real-time notifications with basic info, use Calendar Event Changes (webhook).
Create Workspace
Tool to create a new workspace. use when you need to programmatically create a workspace container within an organization.
Connect any two apps with Notis in the middle.
Google Calendar and Affinda, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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