Review expense claims monthly
See what is waiting for approval before it becomes a payment problem.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Employee Expense Claims
Tool to list employee expense claims from BreatheHR. Use when you need to retrieve expense claims, optionally filtered by employee ID or claim state. Supports pagination for large result sets.
Why this helps
Unprocessed claims accumulate quietly across employees and periods.
- Highlights claim backlogs
- Improves reimbursement visibility
- Reduces end-of-month surprises
Setup
Build it in a few focused steps.
- 1Connect Outlook and Breathe HR in Notis once.
- 2Create an automation named Monthly expense claim review.
- 3Tell Notis to list claims by state and summarize items awaiting action or missing information.
- 4Pick a monthly schedule and choose a report channel.
- 5Test the automation with one scheduled run.
Questions about this workflow
Can it focus on unapproved claims?
Yes, specify the claim state you want Notis to review.
Can it group results by employee?
Yes, include that reporting preference in the instruction.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Outlook to Breathe HR. A trigger fires from one place; an action lands in another.
Outlook triggers
Breathe HR actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Approve Leave Request
Tool to approve a leave request in BreatheHR. Use when an authorized user needs to approve a pending leave request.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Employee
Tool to create a new employee in BreatheHR. Use when you need to add a new employee record with their personal information, contact details, and employment information. Required fields are first_name, last_name, email, and company_join_date.
New Contact Added
Triggered when a new contact is added in the Outlook contacts.
Create Employee Change Request
Tool to create a change request for an employee field. Use when you need to update employee information such as job title, department, or salary.
Calendar Event Changes
Triggered when a new calendar event occurs (created, updated, or deleted) in the Outlook calendar.
Create Employee Expense
Tool to create an employee expense record in BreatheHR. Use when an employee needs to submit a new expense claim for reimbursement or record a company-paid expense.
New Calendar Event
Triggered when a new calendar event is created in the Outlook calendar.
Create Employee Expense Claim
Tool to create a new expense claim for an employee. Use when you need to submit expenses for reimbursement by grouping one or more unclaimed expense records into a claim.
New Outlook Message
Triggered when a new message is received in the Outlook mailbox.
Create Employee Sickness
Tool to create a sickness record for an employee in BreatheHR. Use when you need to log an employee's sick leave with details like type, dates, and status.
New Sent Message
Triggered when a new message is sent from the Outlook mailbox.
Delete Employee Expense
Tool to delete an employee expense by ID. Use when you need to remove an expense record from the system.
Delete Employee Training Course
Tool to delete an employee training course record by its ID. Use when you need to remove a training record from an employee's profile.
Connect any two apps with Notis in the middle.
Outlook and Breathe HR, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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