Record shipping purchases in Brex from email
Keep shipping charges from getting lost among delivery updates by creating a Brex expense from clear purchase reports.
Trigger
New Email Received
Trigger for new emails in an AgentMail inbox
Action
Create Expense
Create a new expense.
Why this helps
Shipping confirmations and charges arrive among many operational emails, making it easy to miss expense entry.
- Distinguish completed charges from delivery updates.
- Reduce manual re-entry of shipping purchase details.
- Keep missing purchase information 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 from an email reporting a completed company shipping purchase, using details included in the email.
- 4Pick the New Email Received trigger and choose where run reports go.
- 5Test with one real shipping purchase email and check the created expense.
Questions about this workflow
Will a tracking update create an expense?
Tell Notis to require a completed purchase charge. A delivery status message alone should not qualify.
What if the email reports a charge but omits the amount?
Ask Notis to report the missing amount for follow-up rather than creating an incomplete record.
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.