Create Brex departments from email
Move department setup requests into Brex with less copying and a clear path for missing information.
Trigger
New Email Received
Trigger for new emails in an AgentMail inbox
Action
Create Department
Create a new department.
Why this helps
Department creation often waits on someone to notice an email and translate its details into a separate finance system.
- Reduce the chance a department request gets overlooked.
- Spend less time transcribing setup emails.
- Flag unclear requests before making an organization change.
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 department only when an email explicitly requests setup and gives a department name.
- 4Pick the New Email Received trigger and choose where run reports go.
- 5Test with one real department request and review the result.
Questions about this workflow
Can the workflow create a department based on context alone?
It should require an explicit setup request and a stated department name.
What if the department already exists?
The listed action creates a department. Have Notis report possible duplicates for a person to review before action.
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.