Keep card inventory visible during affiliate reviews
Add a simple card inventory check to a recurring view of affiliate activity and route the summary to your report channel.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Cards
List all cards associated with the account.
Why this helps
Card oversight can get lost when attention is focused on partner performance and commission follow-up.
- Keep a regular view of company cards.
- Pair operational context with affiliate activity.
- Spot cards that may need a separate review.
Setup
Build it in a few focused steps.
- 1Connect Adtraction and Brex once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name the check.
- 3Describe the outcome: list Brex cards and summarize relevant inventory context alongside Adtraction activity, flagging items for a separate human review.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real example and inspect the summary.
Questions about this workflow
Does this change or transfer cards?
No. It lists cards for review.
Can it identify card use for a specific affiliate?
Only if the returned information or request context supports that conclusion. Do not assume a relationship that is not present.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Adtraction to Brex. A trigger fires from one place; an action lands in another.
Adtraction 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.
Adtraction and Brex, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Brex.