Keep important Brex user details current
Make profile checks a simple recurring habit instead of a task you have to remember.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get User Profile
Retrieve a user profile.
Why this helps
Account details can become stale when profile checks happen only after someone notices a problem.
- Revisit selected user profile details on a schedule.
- Make the available information easy to scan.
- Create a reminder for any follow-up you identify.
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 the profile for the Brex user you identify and summarize available details that need confirmation.
- 4Pick a recurring schedule as the trigger and choose where run reports should go.
- 5Test with one real example and verify the selected user.
Questions about this workflow
Can Notis determine which profile information is stale?
It can report the profile details available from Brex. A baseline or freshness rule must be supplied in your instruction if you want a comparison.
Can AgentQL search for private employee data?
Use AgentQL only for public web research you have requested. Do not rely on it to infer private account details.
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.