Record event purchases in Brex from email
Capture event purchase details when they arrive, so the event expense does not become another task to reconstruct later.
Trigger
New Email Received
Trigger for new emails in an AgentMail inbox
Action
Create Expense
Create a new expense.
Why this helps
After an event, scattered purchase emails make it difficult to remember which costs still need to be recorded.
- Record event purchases closer to the purchase report.
- Reduce end-of-event administrative catch-up.
- Expose missing details for timely 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 only from a clear report of a completed company event purchase, using details provided in the email.
- 4Pick the New Email Received trigger and choose where run reports go.
- 5Test with one real event purchase message and inspect the created expense.
Questions about this workflow
Can it decide whether an event cost is within budget?
Budget details are not part of this trigger. Provide a policy or have a person review the expense against the budget.
Will a planning email create an expense?
Tell Notis to require a report of a completed purchase, not a planned or proposed cost.
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.