Create Brex expenses from reimbursement emails
Move reimbursement details out of a long inbox queue and into Brex while they are still easy to verify.
Trigger
New Email Received
Trigger for new emails in an AgentMail inbox
Action
Create Expense
Create a new expense.
Why this helps
Reimbursement requests can stall in email when nobody has time to extract the purchase details and enter them elsewhere.
- Reduce the number of reimbursement details copied by hand.
- Help submitted requests reach Brex sooner.
- Make incomplete submissions visible 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 only for explicit reimbursement submissions with sufficient stated purchase details, and report missing details.
- 4Pick the New Email Received trigger and choose where run reports go.
- 5Test with one real reimbursement email and review the new expense.
Questions about this workflow
Can it determine whether a reimbursement is eligible?
Eligibility rules are not provided by the event or action. Supply the policy in your instruction or have a person review eligibility.
What if there is no receipt or purchase information?
Ask Notis to report what is missing and leave the request for follow-up.
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.