Understand one expense without a context hunt
Pull the expense details and its possible deal context into one clear follow-up report.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Expense Details
Why this helps
Investigating a single expense often means searching multiple apps and rebuilding the story from scratch.
- Retrieve detailed information for an expense identified for review.
- Add relevant available deal context in the same report.
- Keep uncertain associations clearly marked.
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 details for supplied Brex expense IDs and summarize any relevant available Affinity deal context.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real expense ID and confirm the details against Brex.
Questions about this workflow
Does this workflow find all expenses automatically?
No. It retrieves details for expenses whose IDs are provided in the request.
Can it confirm an expense belongs to a deal?
Only when the returned information supports that conclusion. Otherwise it should label the connection as possible or unknown.
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
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Brex.