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Notis

Log shared vendor receipts as expenses

When a teammate shares a vendor receipt in Drive, Notis can prepare the Elorus expense entry from its contents and flag anything that needs your attention.

Trigger

File Shared (Permissions Added)

Triggers when new sharing access is granted to a file or folder.

Action

Create Expense

Creates an expense from categorized line items.

Why this helps

Receipts shared by teammates can get lost between Drive notifications and expense entry.

  • Catch receipts as they are shared.
  • Reduce manual expense entry across the team.
  • Flag missing details for follow-up.

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 create an expense only for a newly shared receipt with legible vendor, date, amount, and category details.
  • 4Pick the Google Drive File Shared trigger and choose where run reports go.
  • 5Test with one real shared receipt.

Questions about this workflow

Does sharing any Drive file create an expense?

Tell Notis to act only when the shared file is a receipt and meets your stated completeness requirements.

Can this handle unclear or duplicate receipts?

Ask Notis to flag uncertain details and check available context for duplicates before creating an expense. If it cannot confirm a duplicate, it should report that uncertainty.

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.

TriggerScheduled

Create Invoice

Create an invoice or receipt, saved as a draft by default.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Create Expense

Creates an expense from categorized line items.

ActionInstant

Comment Added (Docs/Sheets/Slides)

Triggers when a comment is added to a document, spreadsheet, or presentation.

TriggerPolling

CREATE_PRODUCT

Create a product or service in the catalog.

ActionInstant

File Created

Triggers when a new file is created in Drive.

TriggerPolling

Email Invoice

Email an existing invoice to selected contacts.

ActionInstant

File Deleted or Trashed

Triggers when a file is moved to trash or permanently deleted.

TriggerPolling

Get Bills

Retrieve bills for viewing and managing expenses or purchases.

ActionInstant

File Shared (Permissions Added)

Triggers when new sharing access is granted to a file or folder.

TriggerPolling

Delete Invoice

Permanently deletes a draft invoice; issued invoices cannot be deleted.

ActionInstant

File Updated

Triggers when a file’s content or metadata changes.

TriggerPolling

Get Contacts

Retrieve your contacts.

ActionInstant

Google Drive Changes

Triggers when changes are detected in Drive.

TriggerPolling

Get Credit Notes

Retrieve credit notes.

ActionInstant

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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