Make deal expense review easier to finish
Bring expense activity and deal context into one scheduled review so follow-up is less likely to slip.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Expenses
Why this helps
Reviewing expenses separately from active deals makes it harder to spot which costs need attention.
- Create a consistent review point without relying on memory.
- Use returned expense and deal details to surface items for attention.
- Keep the review focused on follow-up rather than repeated app switching.
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 review Brex expenses for a chosen date range and summarize any relevant available Affinity deal context.
- 4Pick the recurring schedule and choose where run reports should go.
- 5Test with one real review period and confirm the summary is useful.
Questions about this workflow
Does this workflow create or change expenses?
No. It retrieves Brex expenses and summarizes available Affinity context for review.
Can it detect a deal's historical spending baseline?
Only if that history is returned by the connected apps or supplied in your instruction or data. Notis should identify missing context instead of assuming it.
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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