Create Brex cards from team email requests
Help a clear card request move from email to Brex without turning it into another item to remember and re-enter.
Trigger
New Email Received
Trigger for new emails in an AgentMail inbox
Action
Create Card
Create a new card and assign it to a user.
Why this helps
Card requests can be buried in a thread, and manual follow-up adds friction before a teammate can get started.
- Reduce manual handling of explicit card requests.
- Keep incomplete requests visible for follow-up.
- Use request details from the email rather than relying on memory.
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 card only for explicit requests with the required user and card details available, and report gaps.
- 4Pick the New Email Received trigger and choose where run reports go.
- 5Test with one real card request email and verify the created card.
Questions about this workflow
Can the email alone decide card limits?
Only use a limit if it is stated and supported by the request. Any policy or limit not included must be supplied by a person.
Should a casual request be enough?
Set the instruction to require a clear, direct card creation request before creating a card.
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.