Review expenses with the context you researched
A scheduled Notis run can retrieve Brex expenses for a defined date range and summarize them alongside the relevant supplier or receipt context Agenty has gathered.
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 means jumping between transactions and the websites that explain what a charge was for.
- Bring expense data and relevant research into one review.
- Use a defined date range to keep each review bounded.
- Surface items that need a human follow-up.
Setup
Build it in a few focused steps.
- 1Connect Agenty and Brex once in Notis.
- 2Create an automation in Notis with a prompt for the expense review and context to include.
- 3Tell Notis which date range to retrieve and what Agenty research it should consider.
- 4Choose a recurring Notis schedule for the review.
- 5Choose where run reports go, then test with one real date range.
Questions about this workflow
Does this match every expense to a receipt automatically?
Only when the data supplied to the automation supports a reliable match. The listed expense action retrieves expenses and does not guarantee receipt matching.
What if Agenty has no related research?
Notis can still retrieve expenses and report that supporting context was not provided.
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.