Review card transactions tied to compliance work
Start each review with the transactions that need attention.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Card Transactions
Get card transactions for a date range.
Why this helps
Compliance purchases are difficult to validate when transaction history is scattered.
- Surface unusual or incomplete purchases
- Reduce manual transaction exports
- Prepare cleaner audit evidence
Setup
Build it in a few focused steps.
- 1Connect 21risk and Brex in Notis once.
- 2Create an automation named monthly risk card transaction review.
- 3Tell Notis to get Brex card transactions for the cards and date range used by active 21risk audits, then summarize exceptions.
- 4Pick a recurring schedule and choose where run reports go.
- 5Test with one real date range.
Questions about this workflow
Can it review every card?
Yes, if your instruction identifies the relevant cards or asks for all cards.
Does it change transactions?
No. It retrieves transactions and summarizes the results.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link 21risk to Brex. A trigger fires from one place; an action lands in another.
21risk 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.
21risk 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.