Make card transaction reviews easier to finish
Bring card activity into a focused report with the dates and review criteria you choose, and use Abstract for supplied IP enrichment when useful.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Card Transactions
Retrieve settled transactions from the primary card account.
Why this helps
Card reviews can sprawl across accounts and dates, making it harder to complete the follow-up you intended.
- Review card transactions for a defined date range.
- Apply your own criteria to surface items for follow-up.
- Avoid searching through card activity each time you need a review.
Setup
Build it in a few focused steps.
- 1Connect Abstract and Brex once in the Notis portal.
- 2Create an automation by describing the card review you want.
- 3Ask Notis to retrieve Brex card transactions for your chosen date range and summarize matches to your criteria; mention any supplied IP data to enrich with Abstract.
- 4Pick a recurring schedule and a report destination.
- 5Test with one real card and date range.
Questions about this workflow
Can this review every card automatically?
Specify which card or cards to review in your instruction. If the needed identifier is unavailable, ask Notis to report that limitation.
Will it know which transactions are unusual?
Not without criteria or a baseline from you. Provide the rules or comparison data you want used.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Abstract to Brex. A trigger fires from one place; an action lands in another.
Abstract triggers
Brex actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Budget
Create a budget for a department or project.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Add Webhook Group Members
Create Card
Create a card and assign it to a user.
Archive Budget
Create Department
Create a department.
Archive Spend Limit
Create Expense
Create an expense.
Create Location
Create a location.
Connect any two apps with Notis in the middle.
Abstract 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.