Record software subscription charges in Brex
Keep subscription charge emails connected to expense records without adding another manual review step.
Trigger
New Email Received
Trigger for new emails in an AgentMail inbox
Action
Create Expense
Create a new expense.
Why this helps
Subscription charges are easy to overlook among vendor notices, renewal emails, and other inbox noise.
- Capture reported software charges closer to when they arrive.
- Reduce manual sorting of finance emails.
- Surface unclear charge details before creating an expense.
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 an expense for emails that clearly report a software subscription charge, using only purchase details stated in the email.
- 4Pick the New Email Received trigger and choose where run reports go.
- 5Test with one real subscription charge email and review the expense.
Questions about this workflow
Will every software renewal email create an expense?
Set the instruction to require a reported charge with usable purchase details, rather than a reminder about a future renewal.
Can it identify whether a subscription is approved?
Approval rules are not included in the trigger or action. Supply those rules or route the charge for review.
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
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Brex.