Record advertising charges in Brex from email
Keep ad spend charge emails connected to Brex so the finance record does not depend on someone remembering it later.
Trigger
New Email Received
Trigger for new emails in an AgentMail inbox
Action
Create Expense
Create a new expense.
Why this helps
Advertising charge notices can blend into campaign updates, leaving expense records incomplete until someone checks manually.
- Capture clear advertising charges while reviewing the email.
- Reduce repetitive data entry for marketing spend.
- Keep unclear notices from generating guessed expenses.
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 for explicit completed advertising charge notices using stated details, and report incomplete or ambiguous messages.
- 4Pick the New Email Received trigger and choose where run reports go.
- 5Test with one real advertising charge email and review the expense.
Questions about this workflow
Will campaign performance emails create an expense?
Only if the email clearly reports a completed charge and provides usable purchase details, as specified in your instruction.
Can it check the charge against an ad budget?
Budget information is not supplied by the email trigger. Include the relevant policy or review the expense separately.
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.