Give high value transactions a focused review
Set a useful amount range and bring deal context into the same review of Brex transactions.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Transactions by Amount Range
Find settled card transactions by amount and date range.
Why this helps
Larger transactions can demand follow-up, but locating their deal context adds friction.
- Focus a review on a specified transaction amount range.
- See relevant deal details alongside possible matches.
- Create a clear list for human validation.
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 in a supplied amount range and compare their details with available Affinity deal context.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real amount range and verify the results in Brex.
Questions about this workflow
Does this automation set its own amount threshold?
No. Supply the range or a rule for choosing it.
Will every matching transaction be associated with a deal?
No. It can flag possible matches based on available descriptions and context for review.
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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