Record client meal receipts as Brex expenses
Capture client meal receipts from email while the purchase details and business context are still easy to find.
Trigger
New Email Received
Trigger for new emails in an AgentMail inbox
Action
Create Expense
Create a new expense.
Why this helps
Meal receipts are easy to lose among calendar follow-ups, making expense reporting harder after the meeting.
- Keep meal receipts tied to expense records.
- Reduce end-of-week receipt searches.
- Make missing business context visible for review.
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 expense only for a clear receipt for a completed client meal, using stated details and flagging missing business context.
- 4Pick the New Email Received trigger and choose where run reports go.
- 5Test with one real client meal receipt email and review the result.
Questions about this workflow
Can it determine whether a meal qualifies under company policy?
Only if you provide that policy in the instruction. Otherwise, have a person review eligibility.
Can it guess who attended?
No. Ask Notis to report missing attendee or business context rather than infer 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.