Keep expense follow-up moving each week
Have Notis review a date range of Brex expenses, check vendor email details with Abstract where available, and summarize the follow-ups.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Expenses
Why this helps
Expense review can become a pile of transactions with no quick way to spot which vendor details need attention.
- Get a recurring summary of expenses that need attention.
- Use Abstract to check vendor email details when those details are available.
- Keep follow-up decisions in one report.
Setup
Build it in a few focused steps.
- 1Connect Abstract and Brex once in the Notis portal.
- 2Create an automation and describe the review outcome in plain language.
- 3In one instruction, ask Notis to retrieve Brex expenses for the period, validate available vendor emails with Abstract, and summarize items needing follow-up.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real expense date range.
Questions about this workflow
Can this find every expense missing a receipt or approval?
The listed Brex action retrieves expenses for a date range. It does not promise receipt or approval fields, so specify the information you want reviewed and treat unavailable details as unknown.
Does Abstract provide vendor email addresses?
Abstract validates emails provided to it. The workflow needs vendor email details in the expense data or supplied in your instruction.
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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