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Notis

Start each day with a focused Coupa approval list

See the approvals that matter before they become blockers.

Trigger

Recurring schedule

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

Action

List Approvals

Tool to list approvals with optional pagination and filters. Use when you need to retrieve multiple approval records.

Why this helps

Founders lose time opening multiple records just to understand what is waiting.

  • Reduce inbox and portal scanning
  • Prioritize urgent approvals
  • Create a repeatable morning routine

Setup

Build it in a few focused steps.

  • 1Connect Coupa in Notis once.
  • 2Create a scheduled automation for the approval digest.
  • 3Tell Notis to list pending approvals, summarize urgency, and flag overdue items.
  • 4Choose a recurring Notis schedule as the trigger.
  • 5Select a report channel and test with one scheduled run.

Questions about this workflow

Can the digest be filtered?

Yes, include status, owner, or date criteria in the plain language instruction.

Does this approve anything?

No, it only lists and summarizes approvals.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

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

Timelinesai 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 WhatsApp Message Received

Polling trigger that monitors for new messages received in TimelinesAI WhatsApp chats.

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.

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

When this happens · Trigger

Do this · Action

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No card. Works with personal or business Coupa.