Find transaction descriptions that need attention
Give Notis the terms you care about and get a scheduled review of matching Brex transactions in one report.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Transactions
Retrieve settled transactions from the primary account.
Why this helps
Important transactions can be hard to find when descriptions vary and manual review competes with other work.
- Find transactions by the description terms you specify.
- Keep a routine review in a single report.
- Use Abstract to enrich IP data if you provide it and it is relevant.
Setup
Build it in a few focused steps.
- 1Connect Abstract and Brex once in the Notis portal.
- 2Create an automation by describing the review outcome in plain language.
- 3Ask Notis to retrieve recent Brex transactions and find descriptions matching your terms; specify any supplied IP data to enrich with Abstract.
- 4Pick a recurring schedule and a report destination.
- 5Test with one real search term and date range.
Questions about this workflow
Can Notis identify a vendor from any description?
The action searches transaction descriptions. If a description is ambiguous, ask Notis to flag it rather than infer a vendor.
Can it compare recent matches with a historical trend?
A historical baseline is not guaranteed by the listed action. Supply the history or baseline if you want a comparison.
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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