Capture urgent purchase reports in Brex
Give urgent purchase reports a fast route into Brex so they do not get lost after the immediate issue is handled.
Trigger
New Email Received
Trigger for new emails in an AgentMail inbox
Action
Create Expense
Create a new expense.
Why this helps
After solving an urgent need, the purchase record can be forgotten while attention moves to the next problem.
- Record completed urgent purchases soon after they are reported.
- Reduce memory-dependent expense follow-up.
- Keep incomplete details visible for resolution.
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 an explicit report of a completed urgent company purchase, using details stated in the email.
- 4Pick the New Email Received trigger and choose where run reports go.
- 5Test with one real urgent purchase report and inspect the expense.
Questions about this workflow
Does urgent mean it is automatically approved?
No. Urgency does not establish approval. Include your approval rule or have a person review the expense.
What if the email reports the need but not a completed purchase?
Specify that only completed purchases qualify for expense creation.
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.