Bring supporting documents into budget line reviews
Budget line reviews are easier when the supporting plans and approvals are findable. Notis can check relevant Drive documentation and report Coupa lines that may need follow-up.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Budget Lines
Tool to retrieve budget lines from Coupa. Use when you need to query budget line information associated with accounts and periods.
Why this helps
Budget details and their supporting documents live in different places, making routine review easy to postpone.
- Make a recurring budget review easier to start.
- Surface budget lines with unclear or missing document support.
- Keep review findings in one run report.
Setup
Build it in a few focused steps.
- 1Connect Google Drive and Coupa once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a clear name.
- 3Describe how to review Coupa budget lines against specified supporting Drive documents and report apparent gaps for human review.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real review period and verify the reported budget lines and documents.
Questions about this workflow
Does this change budget lines?
No. Get Budget Lines retrieves information for review. The workflow reports findings and leaves any budget changes to a person.
What support should it look for?
Name the expected documents or evidence in the automation instruction. Notis can only check against criteria and accessible Drive files you specify.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Google Drive to Coupa. A trigger fires from one place; an action lands in another.
Google Drive triggers
Coupa actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
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Connect any two apps with Notis in the middle.
Google Drive and Coupa, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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