Make monthly expense review easier
Get a clear view of expenses to check without turning review into a half-day task.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Expenses
Why this helps
Expense review often slips when the list is long and the next action for each item is unclear.
- Focus review on expenses from a defined period.
- Summarize missing context or follow-up needs.
- Create a repeatable finance check-in.
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 Brex expenses for the period you specify and summarize items that need review or follow-up.
- 4Pick a recurring schedule as the trigger and choose where run reports should go.
- 5Test with one real example and confirm the period and report are right.
Questions about this workflow
Does Notis know which expenses are incomplete?
It can summarize fields or status present in the returned expense data. Any review criteria not represented there should be provided in your instruction.
Can it submit or approve expenses?
No. This workflow retrieves and summarizes expenses for your review.
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.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Brex.