Find deal clues in transaction descriptions
Search descriptions for terms you care about and review possible matches with Affinity context.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Transactions by Description
Find card transactions by description and date range.
Why this helps
Deal-related transaction clues are easy to miss when descriptions are reviewed one by one.
- Search transaction descriptions for supplied terms.
- Compare returned text with available deal context.
- Separate possible matches from confirmed relationships.
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 search Brex transaction descriptions for supplied terms and summarize possible matches to available Affinity deals.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with real search terms and validate the returned matches.
Questions about this workflow
Can Notis invent useful search terms?
Provide the terms you want searched or a clear rule based on supplied deal information.
Does a description match prove a transaction belongs to a deal?
No. Description matches are clues and should be reviewed against source records.
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.