Create Brex users from onboarding emails
Give clear onboarding requests a direct path into Brex, with incomplete details called out for a person to resolve.
Trigger
New Email Received
Trigger for new emails in an AgentMail inbox
Action
Create User
Create a new user in the brex account.
Why this helps
New teammate setup gets delayed when account requests are buried in email or need to be re-entered later.
- Reduce manual copying of new user details.
- Keep explicit setup requests from getting buried.
- Make missing information visible before creating an account.
Setup
Build it in a few focused steps.
- 1Connect Agent Mail and Brex once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3In one instruction, ask Notis to create a Brex user only from explicit onboarding requests with required details present, and report incomplete requests.
- 4Pick the New Email Received trigger and choose where run reports go.
- 5Test with one real onboarding request and confirm the resulting user details.
Questions about this workflow
Will a mention of a new hire create an account?
No. Direct the automation to require an explicit request to create a Brex user.
What if the email lacks a required detail?
Notis should report the missing information for follow-up rather than invent it.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agent mail to Brex. A trigger fires from one place; an action lands in another.
Agent mail triggers
Brex actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Budget
Create a new budget for departments or projects.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Card
Create a new card and assign it to a user.
New Email Received
Trigger for new emails in an AgentMail inbox
Create Department
Create a new department.
Create Expense
Create a new expense.
Create Location
Create a new location.
Create Job Title
Create a new job title.
Create User
Create a new user in the brex account.
Create Vendor Card
Create a new vendor card.
Connect any two apps with Notis in the middle.
Agent mail 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.