Bring department context into campaign finance reviews
Make it easier to see which teams may need to weigh in on campaign spending.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Departments
List all departments in the organization.
Why this helps
Campaign reviews can lack a clear team context, leaving founders to chase the right finance or department owner.
- Retrieve the Brex department list for a scheduled review.
- Combine department context with campaign information.
- Surface unclear ownership for a human follow-up.
Setup
Build it in a few focused steps.
- 1Connect ActiveTrail and Brex once in the Notis portal.
- 2Create an automation in Automations, New Automation.
- 3Tell Notis to summarize relevant departments alongside campaign activity and identify ownership questions.
- 4Pick a recurring schedule, choose where run reports go, and test with one real example.
Questions about this workflow
Can Notis determine the right department for a campaign?
Only if campaign or Brex information clearly supports that connection. Ask Notis to label uncertain ownership rather than guessing.
Does this create departments?
No. The selected Brex action lists departments for context.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link ActiveTrail to Brex. A trigger fires from one place; an action lands in another.
ActiveTrail 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
Adds valid webhook subscriptions to an existing group; groups are for partner accounts only.
Create Card
Create a card and assign it to a user.
Archive Budget
Irreversibly archives a budget, blocking new expenses and transactions and removing it from active lists.
Create Department
Create a department.
Archive Spend Limit
Archives a spend limit, hiding it from the UI and preventing it from authorizing future transactions.
Create Expense
Create an expense.
Create Location
Create a location.
Connect any two apps with Notis in the middle.
ActiveTrail 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.