Bring supplier changes into a card review
Notis can retrieve the Brex card list on a schedule and summarize it with relevant Agenty findings, helping you decide which cards deserve a closer look.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Cards
List all cards associated with the account.
Why this helps
Supplier changes can call for a card review, but the card inventory and monitored websites are usually checked separately.
- Keep a recurring view of cards and relevant supplier changes.
- Prepare a concise list for a human to review.
- Avoid taking card action based only on an external website signal.
Setup
Build it in a few focused steps.
- 1Connect Agenty and Brex once in Notis.
- 2Create an automation in Notis with a prompt describing supplier changes and card details relevant to your review.
- 3Tell Notis to summarize possible relationships and request human review before any card changes.
- 4Choose a recurring Notis schedule for the review.
- 5Choose where run reports go, then test with one known card and supplier example.
Questions about this workflow
Will this transfer or cancel a card?
No. The selected action lists cards. It does not transfer or cancel them.
Can it identify the cardholder from a vendor webpage?
No. Use the card data returned by Brex and the context provided by Agenty; do not infer cardholders from website content.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agenty to Brex. A trigger fires from one place; an action lands in another.
Agenty 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.
Agenty 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.