Connect transaction reviews with Ably event context
Review a period of Brex transactions with relevant Ably messages in view, so potential follow-ups are easier to spot.
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
Transaction reviews take extra effort when event or project context is discussed in a separate channel.
- Reduce context switching during transaction reviews.
- Highlight possible matches and missing explanations for human review.
- Keep the review grounded in returned transaction and message data.
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 transactions for the review period and summarize possible connections to relevant Ably messages, clearly marking uncertain matches.
- 4Select a recurring schedule and report channel.
- 5Test with one real period and review the suggested connections.
Questions about this workflow
Can it confirm a transaction belongs to a specific event?
It can summarize possible connections when the transaction and Ably message provide matching context. Treat uncertain matches as suggestions for review.
What happens when no related Ably message is available?
The report should identify that context as missing rather than inventing an explanation.
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
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Brex.