Build a transaction baseline for compliance reviews
Know what normal activity looks like before reviewing exceptions.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Transactions
Get transactions for a date range.
Why this helps
Risk reviews become noisy when teams lack a consistent transaction baseline.
- Create repeatable review context
- Spot changes in spend patterns
- Reduce ad hoc data pulls
Setup
Build it in a few focused steps.
- 1Connect 21risk and Brex in Notis once.
- 2Create an automation named risk transaction baseline.
- 3Tell Notis to get Brex transactions for the selected period and summarize totals and notable changes relevant to 21risk reviews.
- 4Pick a recurring schedule and choose where run reports go.
- 5Test with one real period.
Questions about this workflow
What baseline should be used?
Your instruction can specify a prior period or another user supplied comparison.
Does Brex provide risk scores?
No. Notis summarizes returned transaction data and any comparison you provide.
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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