Keep team context close to affiliate operations
Get a recurring view of the Brex user roster alongside affiliate operations so ownership questions are easier to follow up.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Users
List all users in the account.
Why this helps
Team ownership context can be scattered when affiliate operations and finance records are reviewed separately.
- Review the current user roster on a schedule.
- Keep team context near affiliate operations.
- Identify questions for manual follow-up.
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 roster review.
- 3Describe the outcome: list Brex users and summarize roster context alongside available Adtraction activity, noting questions that require human confirmation.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real example and confirm the roster output.
Questions about this workflow
Does this create or update users?
No. The selected action lists users.
Will the report infer responsibility for an affiliate account?
No. It should only report supported information and flag missing ownership details 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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