Get a regular view of expenses and project costs
Set a rhythm for reviewing Brex expenses with the Agiled project context you provide to Notis.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Expenses
Why this helps
Expenses and project cost context can live in separate places, making routine reviews harder to finish.
- Create a predictable expense review rhythm.
- Bring user-supplied Agiled cost context into the review.
- Surface follow-up items from the returned expense data.
Setup
Build it in a few focused steps.
- 1Connect Agiled and Brex once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name.
- 3Tell Notis to retrieve Brex expenses for the period and summarize them with Agiled cost context you supply or make available.
- 4Choose notis_cron and set the recurring schedule.
- 5Choose a run report channel, then test with one real reporting period.
Questions about this workflow
Can the workflow automatically read Agiled costs on a schedule?
Agiled trigger events are not available in this package. Provide the Agiled cost context to Notis or make it available in the automation instructions.
Can Notis determine whether an expense matches a project?
Notis can compare details returned by Brex with context you provide. It cannot infer missing project identifiers or histories.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agiled to Brex. A trigger fires from one place; an action lands in another.
Agiled 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.
Agiled 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.