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Notis

Carry expense review notes into Coupa

Keep the decision and the expense record together after every review.

Trigger

New Slide Added

Fires when a new slide is added to a Google Slides presentation.

Action

Add Comment to Expense Report

Tool to add a comment to an expense report. Use when you need to add notes or feedback to an existing expense report.

Why this helps

Expense feedback gets lost when comments stay in a presentation instead of the expense record.

  • Preserves review context
  • Reduces follow-up messages
  • Makes expense records easier to audit

Setup

Build it in a few focused steps.

  • 1Connect Google Slides and Coupa in the Notis portal once.
  • 2Create an automation asking Notis to add the slide's review note to the identified Coupa expense report.
  • 3Pick New Slide Added as the trigger.
  • 4Choose a report channel and test with one expense review slide.

Questions about this workflow

What identifies the expense report?

Include its Coupa identifier or another unambiguous reference on the slide.

Can it add multiple comments?

Yes, when the slide clearly separates comments for separate reports.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Google Slides to Coupa. A trigger fires from one place; an action lands in another.

Google Slides triggers

Coupa actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

Abandon Invoice

Tool to abandon an invoice. Use when an invoice is invalid and needs to be abandoned. Invoice once abandoned cannot be reversed.

ActionInstant

Webhook trigger

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

TriggerInstant

Create Account

Tool to create a Coupa account. Use when you need to provision a new general ledger account with a specific chart-of-accounts type and code segments.

ActionInstant

New Slide Added

Fires when a new slide is added to a Google Slides presentation.

TriggerPolling

List Accounts

Tool to list accounts from Coupa. Use when you need to retrieve account IDs and codes with optional filters and pagination.

ActionInstant

Get Recent Accounts

Tool to retrieve recently accessed accounts from Coupa. Use when you need to view accounts that the user has recently interacted with.

ActionInstant

Get Account

Tool to retrieve a specific account by ID. Use when you need detailed account information including segments, type, and status.

ActionInstant

Update Account

Tool to update an existing Coupa account. Use when you need to modify account information including account type, activation status, code segments, and display name.

ActionInstant

List Account Types

Tool to list account types in Coupa. Use when you need account type IDs and names for account creation.

ActionInstant

Get Account Type

Tool to retrieve a specific account type by ID. Use when you need detailed information about a chart of accounts.

ActionInstant

Connect any two apps with Notis in the middle.

Google Slides and Coupa, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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