Keep invoice emails in a review queue
Capture invoice emails in Airtable so you can review and route them without searching your inbox.
Trigger
New Outlook Message
Triggered when a new message is received in the Outlook mailbox.
Action
Create a record
Creates a new record in a specified airtable table; field values must conform to the table's column types.
Why this helps
Invoices can be buried under other email before anyone has checked what needs to happen next.
- Collect invoice emails in a reviewable Airtable queue.
- Preserve the details stated in the message for follow-up.
- Make invoice triage easier to resume after interruptions.
Setup
Build it in a few focused steps.
- 1Connect Outlook and Airtable once in the Notis portal.
- 2Start a new automation in the portal or ask Notis to create one from any channel.
- 3Tell Notis to create an Airtable review record when an incoming email contains an invoice, capturing only details available in the message.
- 4Choose New Outlook Message as the trigger and select where run reports go.
- 5Test with one real invoice email and check the extracted information.
Questions about this workflow
Will this process or pay the invoice?
No. This workflow creates an Airtable review record. It does not approve, pay, or submit an invoice.
Can it record an invoice amount?
Ask Notis to include the amount when it is clearly available in the email content. If the amount is only in an attachment that Notis cannot read, supply another way to access it.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Outlook to Airtable. A trigger fires from one place; an action lands in another.
Outlook triggers
Airtable actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create base
Creates a new airtable base with specified tables and fields within a workspace; ensure field options are valid for their type.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Comment
Creates a new comment on a specific record within an airtable base and table.
New Contact Added
Triggered when a new contact is added in the Outlook contacts.
Create Field
Creates a new field within a specified table in an airtable base.
Calendar Event Changes
Triggered when a new calendar event occurs (created, updated, or deleted) in the Outlook calendar.
Create multiple records
Creates multiple new records in a specified airtable table.
New Calendar Event
Triggered when a new calendar event is created in the Outlook calendar.
Create a record
Creates a new record in a specified airtable table; field values must conform to the table's column types.
New Outlook Message
Triggered when a new message is received in the Outlook mailbox.
Create table
Creates a new table within a specified existing airtable base, allowing definition of its name, description, and field structure.
New Sent Message
Triggered when a new message is sent from the Outlook mailbox.
Delete Comment
Deletes an existing comment from a specified record in an airtable table.
Delete multiple records
Deletes up to 10 specified records from a table within an airtable base.
Connect any two apps with Notis in the middle.
Outlook and Airtable, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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