Give high-value transaction reviews useful context
Set a transaction amount range and date period, then have Notis retrieve matching Brex transactions and summarize relevant Agenty research for review.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Transactions by Amount Range
Find settled card transactions by amount and date range.
Why this helps
Large charges can take longer to investigate when the transaction and the supplier context are in different tools.
- Focus the review on the amounts you choose.
- Add available external context to transaction results.
- Send one concise report on a recurring schedule.
Setup
Build it in a few focused steps.
- 1Connect Agenty and Brex once in Notis.
- 2Create an automation in Notis with a prompt defining the amount range and research context to include.
- 3Tell Notis the date period and how to summarize possible concerns for human review.
- 4Choose a recurring Notis schedule for the review.
- 5Choose where run reports go, then test with one real amount range.
Questions about this workflow
Does Notis choose the amount threshold?
Set the range in your prompt. The workflow should not infer a financial policy threshold from website research.
Does a reported transaction mean it is improper?
No. The report is for review and should describe evidence and uncertainty rather than assume a problem.
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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