Add department context to affiliate finance reviews
See the organizational structure alongside affiliate activity and make department questions easier to route.
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
When affiliate questions touch company spend, it can be unclear which department context to check.
- Include department context in recurring reviews.
- Make follow-up questions easier to route.
- Reduce switching between organizational and affiliate views.
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 review.
- 3Describe the outcome: list Brex departments and summarize them alongside Adtraction activity, identifying context gaps for human follow-up.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real example and review the department summary.
Questions about this workflow
Does this assign spending to a department?
No. It lists departments; it does not allocate transactions or expenses.
Can it identify the department responsible for an affiliate?
Only if that relationship is available in supplied context. Otherwise, report the gap for follow-up.
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
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No card. Works with personal or business Brex.