Start an Elorus expense review from Drive
Add an audit checklist or expense review brief to Drive to kick off a focused Elorus expense lookup. Notis can use the criteria in the file and report the results for review.
Trigger
File Created
Triggers when a new file is created in Drive.
Action
List Expenses
Searches expenses and returns one paginated page of summaries.
Why this helps
Expense reviews often stall when the criteria and the records to inspect live in separate places.
- Start a review from its working brief.
- Use the file's stated period or references to guide the lookup.
- Get a report of retrieved expense summaries.
Setup
Build it in a few focused steps.
- 1Connect Google Drive and Elorus once in Notis.
- 2Create an automation in Automations, New Automation, or tell Notis the outcome in plain language from any channel.
- 3In one instruction, ask Notis to retrieve a page of Elorus expenses using only the review criteria stated in the new audit file and report when pagination or criteria are insufficient.
- 4Pick the Google Drive File Created trigger and choose where run reports go.
- 5Test with one real audit file and a known Elorus expense period.
Questions about this workflow
Will this automatically reconcile every expense?
The action retrieves one paginated page of expense summaries. The instruction should report page limits and avoid claiming a full reconciliation unless all relevant records were retrieved.
What if the audit file has no period or references?
Ask Notis to report that the review criteria are missing instead of running a broad or misleading review.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Google Drive to Elorus. A trigger fires from one place; an action lands in another.
Google Drive triggers
Elorus actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Invoice
Create an invoice or receipt, saved as a draft by default.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Expense
Creates an expense from categorized line items.
Comment Added (Docs/Sheets/Slides)
Triggers when a comment is added to a document, spreadsheet, or presentation.
CREATE_PRODUCT
Create a product or service in the catalog.
File Created
Triggers when a new file is created in Drive.
Email Invoice
Email an existing invoice to selected contacts.
File Deleted or Trashed
Triggers when a file is moved to trash or permanently deleted.
Get Bills
Retrieve bills for viewing and managing expenses or purchases.
File Shared (Permissions Added)
Triggers when new sharing access is granted to a file or folder.
Delete Invoice
Permanently deletes a draft invoice; issued invoices cannot be deleted.
File Updated
Triggers when a file’s content or metadata changes.
Get Contacts
Retrieve your contacts.
Google Drive Changes
Triggers when changes are detected in Drive.
Get Credit Notes
Retrieve credit notes.
Connect any two apps with Notis in the middle.
Google Drive and Elorus, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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