Spot transactions to review in a scheduled Brex check
Bring transaction review into a routine, with a focused summary of records that match your criteria.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Transactions
Retrieve settled transactions from the primary account.
Why this helps
Potentially unusual transactions are easy to miss when checks happen only when someone remembers.
- Create a repeatable transaction review cadence.
- Focus attention on records matching criteria you supply.
- Keep the review grounded in transaction data returned from Brex.
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 transaction review.
- 3In one instruction, tell Notis what date range to retrieve and which supplied criteria should surface transactions for review.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real date range and confirm the summarized transactions against Brex.
Questions about this workflow
Does this workflow stop or dispute transactions?
No. It retrieves and summarizes transactions. The listed action does not change or dispute them.
Can it learn what is normal spending?
A baseline is not provided by the listed action. Supply comparison rules or historical context if you want the review to use them.
What if no transactions match?
The workflow can report that no returned records met the criteria, based on the data it retrieved.
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
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7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Brex.