Review Brex expenses on a schedule
Get a recurring expense review that brings the relevant records and follow-up points together.
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 slips when transaction details live across lists and people have to remember to check them.
- Create a regular review point without relying on memory.
- Summarize the expenses returned for the chosen date range.
- Send run reports to a channel where follow-up is visible.
Setup
Build it in a few focused steps.
- 1Connect Ai ml api and Brex once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it for the expense review.
- 3In one instruction, tell Notis which expense date range to retrieve and what patterns or exceptions to summarize from returned records.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real example by reviewing a date range that contains Brex expenses.
Questions about this workflow
Does this workflow create or change expenses?
No. It uses the listed Get Expenses action to retrieve expenses for a date range and summarize the returned information.
Can it flag policy violations?
It can summarize indicators present in the returned records and criteria you supply. The listed action does not expose a separate policy-evaluation result.
What does the schedule run against?
Use the date range named in the automation instruction. The workflow cannot rely on unprovided history or baselines.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Ai ml api to Brex. A trigger fires from one place; an action lands in another.
Ai ml api 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.
Ai ml api 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.