Create Brex job titles from email
Keep role setup moving by turning a clearly requested job title into a Brex record from the email that contains it.
Trigger
New Email Received
Trigger for new emails in an AgentMail inbox
Action
Create Job Title
Create a new job title.
Why this helps
A requested job title can get lost between an email conversation and the Brex setup task that follows.
- Reduce repeated entry for role setup.
- Capture clear job title requests as they arrive.
- Avoid creating records from vague role discussions.
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 job title only when a new email explicitly requests one and states its name.
- 4Pick the New Email Received trigger and choose where run reports go.
- 5Test with one real job title request and inspect the Brex record.
Questions about this workflow
Will a proposed title in a discussion be added?
Instruct Notis to act only on an explicit request to add a job title.
Does this update existing titles?
This workflow uses the Create Job Title action. It does not update existing titles.
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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