Keep named vendor spend easy to spot
Have Notis search recent Brex transaction descriptions for vendors you specify, then summarize matching transactions and relevant follow-up.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Transactions by Description
Find card transactions by description and date range.
Why this helps
You may have to search repeatedly to find spend tied to a vendor, especially when you are juggling several priorities.
- Find vendor mentions in transaction descriptions on a schedule.
- Keep recurring vendor checks out of manual search routines.
- Validate supplied vendor emails with Abstract when follow-up requires it.
Setup
Build it in a few focused steps.
- 1Connect Abstract and Brex once in the Notis portal.
- 2Create an automation and state the vendor monitoring outcome you want.
- 3Ask Notis to search Brex transaction descriptions for your vendor terms and summarize matches; include vendor emails for Abstract validation if available.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one vendor name and a real date range.
Questions about this workflow
Does this find every transaction for a vendor?
It searches transaction descriptions for the terms you provide. It may miss transactions with different or absent descriptions.
Can it add vendors to Brex?
No. This workflow searches transactions and reports matches. It does not create or update vendors.
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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