Review your Brex vendor list on a schedule
Keep vendor records visible with a recurring summary focused on the checks your team cares about.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Vendors
Lists all vendors.
Why this helps
Vendor lists become harder to maintain when reviews depend on someone remembering to open them.
- Create a recurring checkpoint for the vendor list.
- Summarize returned vendor records against criteria you supply.
- Send review findings to a consistent report channel.
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 vendor review.
- 3In one instruction, tell Notis to list vendors and summarize returned records that match your specified review criteria.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real example and compare the summary with the vendor list in Brex.
Questions about this workflow
Does this workflow delete or update vendors?
No. The listed action retrieves the vendor list. It does not change vendor records.
Can it tell whether a vendor is active?
Only if the returned records include status information or you provide the relevant context.
Can I use it to find potential duplicates?
You can ask it to identify similar returned names for manual review. It does not merge or delete records.
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.