Review Brex expenses alongside Ably context
Get a focused expense review on a schedule, with relevant Ably messages helping you spot items that need a closer look.
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 can become a scattered task when transactions and the discussion around them live in separate places.
- Bring a date-range expense review into a predictable routine.
- Summarize items for follow-up in a report channel.
- Use only context available in the Brex results and Ably messages.
Setup
Build it in a few focused steps.
- 1Connect Ably and Brex once in the Notis portal.
- 2Create an automation in Automations, New Automation.
- 3Tell Notis to retrieve Brex expenses for the chosen date range and summarize items needing attention using relevant Ably messages available to it.
- 4Pick a recurring schedule and a report channel.
- 5Test with one real review period and check the summary against the returned expenses.
Questions about this workflow
Can it know why an expense was made?
Only if that context is present in the Brex results or relevant Ably messages available to the automation. Missing context should be called out.
Does this workflow change expenses?
No. It retrieves expenses and reports a review summary.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Ably to Brex. A trigger fires from one place; an action lands in another.
Ably 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.
Ably and Brex, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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