Record company purchases in Brex from email
Give purchase reports a path into Brex as soon as they reach the inbox, with less backtracking later.
Trigger
New Email Received
Trigger for new emails in an AgentMail inbox
Action
Create Expense
Create a new expense.
Why this helps
A purchase detail shared by email can be forgotten before someone records it in the expense system.
- Capture purchase reports closer to when they arrive.
- Reduce inbox-to-expense re-entry.
- Keep uncertain or incomplete reports in view for a person.
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 from explicit company purchase reports using only details stated in the message, and flag missing details.
- 4Pick the New Email Received trigger and choose where run reports go.
- 5Test with one real purchase report and inspect the expense.
Questions about this workflow
Can it tell whether a purchase is a company expense?
Only if the email states that clearly or you provide rules in the instruction. Otherwise ask Notis to route the message for review.
Will it create an expense for every purchase mention?
Specify that only a direct purchase report with usable details should create an expense.
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.