Record equipment purchases in Brex from email
Keep equipment purchase details attached to a Brex expense instead of leaving them buried in an inbox thread.
Trigger
New Email Received
Trigger for new emails in an AgentMail inbox
Action
Create Expense
Create a new expense.
Why this helps
Equipment purchases may be discussed in email but never make it into expense records without a separate reminder.
- Reduce forgotten equipment purchase records.
- Cut down on retyping details from email.
- Route incomplete purchase reports for follow-up.
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 an explicit company equipment purchase report only when purchase details are stated, and flag gaps.
- 4Pick the New Email Received trigger and choose where run reports go.
- 5Test with one real equipment purchase email and check the resulting record.
Questions about this workflow
Can it decide whether equipment should be capitalized?
That accounting treatment is not specified by the action. Provide your policy or ask Notis to leave that decision for review.
What if the message is only asking whether to buy equipment?
Specify that a completed purchase report is required before creating 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
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Brex.