Find deal-related spend in transaction activity
Make transaction review more focused by bringing available deal context into the same scheduled report.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Transactions
Retrieve settled transactions from the primary account.
Why this helps
Transactions are easy to overlook when descriptions and deal context have to be compared manually.
- Bring transaction activity into a recurring review.
- Highlight possible deal-related items for human confirmation.
- Avoid claiming categorization accuracy beyond the available descriptions and context.
Setup
Build it in a few focused steps.
- 1Connect Affinity and Brex once in the Notis portal.
- 2Create an automation in Automations, or tell Notis the outcome in plain language from any channel.
- 3In one instruction, ask Notis to retrieve Brex transactions for a date range and flag possible matches to available Affinity deal information.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with a real period and confirm flagged matches against the source records.
Questions about this workflow
Are flagged transactions guaranteed to relate to a deal?
No. They are possible matches based on returned details and need review.
Can it use data outside the transaction date range?
Only if that data is available from connected apps or supplied to the automation.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Affinity to Brex. A trigger fires from one place; an action lands in another.
Affinity 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.
Affinity 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.