Review Brex spending by merchant
Bring charges for a specific merchant or service into one short recurring report.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Transactions by Description
Find card transactions by description and date range.
Why this helps
It takes repeated searching to understand how much a particular tool or vendor has charged over time.
- Collect matching transaction descriptions in one review.
- Make vendor and service spend easier to monitor.
- Reduce manual searching in Brex.
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 find Brex transactions matching the merchant or description you name and summarize the results.
- 4Pick a recurring schedule as the trigger and choose where run reports should go.
- 5Test with one real example and verify that the search description finds the right transactions.
Questions about this workflow
Can Notis identify all subscriptions automatically?
This workflow searches for the merchant or description you specify. It should not claim to identify subscriptions that are not labeled or otherwise evident in the available data.
Can AgentQL check vendor information online?
Yes, if your instruction asks for public web context. The Brex search itself uses the supplied transaction description.
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.