Review daily Brex expenses automatically
Start each day with the Brex expense exceptions that need your attention.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Expenses
Get expenses for a date range.
Why this helps
Expense review gets postponed when every item must be opened and checked manually.
- Surface high priority expenses early
- Create a repeatable daily finance habit
- Reduce time spent scanning expense lists
Setup
Build it in a few focused steps.
- 1Connect 0CodeKit and Brex once in the Notis portal.
- 2Create an automation and name the daily expense review.
- 3Tell Notis to summarize Brex expenses and flag unusual or incomplete items.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real expense date range.
Questions about this workflow
Can the review use a rolling date range?
Yes, describe the rolling period in the automation prompt, such as the previous day.
What counts as unusual?
State the signals you care about, such as large amounts, unfamiliar descriptions, or repeated vendors.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link 0CodeKit to Brex. A trigger fires from one place; an action lands in another.
0CodeKit triggers
Brex actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Budget
Create a new budget for departments or projects.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Card
Create a new card and assign it to a user.
Create Department
Create a new department.
Create Expense
Create a new expense.
Create Location
Create a new location.
Create Job Title
Create a new job title.
Create User
Create a new user in the brex account.
Create Vendor Card
Create a new vendor card.
Connect any two apps with Notis in the middle.
0CodeKit and Brex, 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 Brex.