Get a scheduled review of parsed finance documents
Keep finance documents moving with a recurring summary of parsed results and anything that needs a closer look.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Multiple Document Results
Tool to retrieve parsed data from multiple documents processed by a specific parser. Use when you need to fetch results for multiple documents at once. Returns up to 100 results by default, with a maximum of 10000.
Why this helps
Parsed finance documents can accumulate between payment events, making it hard to notice incomplete or unusual records.
- Review multiple parsed results together in one report.
- Spot records that may need a human check.
- Set a predictable review rhythm without remembering to open Docparser.
Setup
Build it in a few focused steps.
- 1Connect Docparser once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Tell Notis to retrieve results from your finance parser and summarize records that may need review; provide the parser ID and define what counts as needing attention based on available fields.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real parser result set and refine the review criteria if needed.
Questions about this workflow
How many results can the workflow retrieve?
The action returns up to 100 results by default and supports a maximum of 10,000. Describe the intended review window or volume in your instruction.
Can Notis identify a missing baseline or history?
Not unless you provide it. The report can analyze returned results, but comparisons with prior periods or expected values require that data to be available or supplied.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Stripe to Docparser. A trigger fires from one place; an action lands in another.
Stripe triggers
Docparser actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Get Multiple Document Results
Tool to retrieve parsed data from multiple documents processed by a specific parser. Use when you need to fetch results for multiple documents at once. Returns up to 100 results by default, with a maximum of 10000.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Get Parser Models
Tool to retrieve all model layouts for a specific parser. Use when you need to list different layout configurations within a parser that help handle document variations.
Charge Failed Trigger
Triggered when a direct charge fails in Stripe's legacy Charges API
List Parsers
Tool to retrieve all Document Parsers linked to your account. Use when you need to view available parsers or obtain parser IDs for subsequent operations.
Checkout Session Completed Trigger
Triggered when a checkout session is completed in Stripe
Ping API
Tool to test API authentication and connection health check for Docparser API. Use when you need to verify that API credentials are valid and the connection is working.
Invoice Payment Succeeded Trigger
Triggered when an invoice payment is successful in Stripe
Payment Intent Failed Trigger
Triggered when a payment intent fails in Stripe
Product Created Trigger
Triggered when a product is created in Stripe
Subscription Added Trigger
Triggered when a subscription is added in Stripe
Connect any two apps with Notis in the middle.
Stripe and Docparser, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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