Keep affiliate related expense review on schedule
Bring a date-range view of Brex expenses into a regular check informed by Adtraction activity.
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 and affiliate activity checks can fall out of sync when they require separate manual routines.
- Make date-range expense review routine.
- See affiliate context alongside expenses.
- Receive findings in a chosen run-report destination.
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: review Brex expenses for the selected period alongside available Adtraction activity and flag items that merit human review.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real example and confirm the period and findings.
Questions about this workflow
Does this workflow approve or pay expenses?
No. The selected Brex action retrieves expenses for review; it does not approve or pay them.
Can it compare a particular time period?
The Brex action supports a date range. State the review period you want in the automation instruction.
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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