Record travel receipts as Brex expenses
Keep travel receipts from disappearing into the inbox by capturing them in Brex when they arrive.
Trigger
New Email Received
Trigger for new emails in an AgentMail inbox
Action
Create Expense
Create a new expense.
Why this helps
Receipts from travel can be scattered across messages and are harder to process once the trip is over.
- Keep travel purchase records closer to the receipt email.
- Reduce end-of-trip expense entry work.
- Make unclear receipts easy to identify for review.
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 emails containing a business travel receipt and use details present in the message.
- 4Pick the New Email Received trigger and choose where run reports go.
- 5Test with one real travel receipt email and inspect the expense.
Questions about this workflow
Can Notis determine whether travel was business related?
Only if the message or instructions provide that context. Ask Notis to flag unclear travel receipts for review.
What if the receipt details are hard to read or missing?
Use the workflow to report missing details and follow up rather than guess.
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.