Keep a specific Brex transaction on your radar
Follow up on an important transaction without remembering to reopen its record each day.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Transaction by ID
Retrieve details about a specific card transaction.
Why this helps
A pending finance question can fall through the cracks when its transaction is buried in the activity feed.
- Revisit a transaction on a reliable schedule.
- Get its latest available details in a concise report.
- Keep follow-up work visible until resolved.
Setup
Build it in a few focused steps.
- 1Connect AgentQL and Brex once in the Notis portal.
- 2Create an automation in Automations or tell Notis to create one from any channel.
- 3Ask Notis to retrieve details for the Brex transaction ID you provide and summarize the information and follow-up needed.
- 4Pick a recurring schedule as the trigger and choose where run reports should go.
- 5Test with one real example and confirm the transaction ID is correct.
Questions about this workflow
Can the workflow track a transaction without its ID?
Provide the transaction ID in the instruction or request context. The workflow should not guess which transaction you mean.
Does this close out the transaction follow-up?
No. It reports available details and follow-up needs for you to handle.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agentql to Brex. A trigger fires from one place; an action lands in another.
Agentql triggers
Brex actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Budget
Create a budget for a department or project.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Add Webhook Group Members
Adds valid webhook subscriptions to an existing group; groups are for partner accounts only.
Create Card
Create a card and assign it to a user.
Archive Budget
Irreversibly archives a budget, blocking new expenses and transactions and removing it from active lists.
Create Department
Create a department.
Archive Spend Limit
Archives a spend limit, hiding it from the UI and preventing it from authorizing future transactions.
Create Expense
Create an expense.
Create Location
Create a location.
Connect any two apps with Notis in the middle.
Agentql and Brex, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
Save your first hour today.
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No card. Works with personal or business Brex.