Capture advertising costs during quarterly review
Add a clear expense capture step to quarterly campaign reviews so supported advertising costs make it into Brex.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create Expense
Create an expense.
Why this helps
Ad costs can remain only in campaign reports until a later finance review, when context is harder to reconstruct.
- Connect quarterly campaign review to expense creation.
- Reduce forgotten costs during finance closeout.
- Get a run report for incomplete campaign details.
Setup
Build it in a few focused steps.
- 1Connect Adyntel and Brex once in the Notis portal.
- 2Create an automation in Automations, New Automation, and describe the costs and report period to review.
- 3Choose a recurring quarterly schedule.
- 4Choose the report destination and test with one real report containing eligible costs.
Questions about this workflow
Can this review only the prior quarter?
Describe the desired period in the instruction and use a schedule that aligns with your process. Notis can only review periods supported by the returned data.
What if the report includes impressions but no cost?
The workflow should not infer a business expense from performance metrics. Have it flag the missing cost details.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Adyntel to Brex. A trigger fires from one place; an action lands in another.
Adyntel 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.
Adyntel and Brex, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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