See what is moving through each campaign budget
Notis retrieves transactions for the Brex budget you name and summarizes the activity with available AimTell campaign context, making the regular review easier to scan.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Budget Transactions
Why this helps
A budget total alone does not show which campaign expenses need attention, and gathering transaction context can take several tool hops.
- Review the individual transactions attached to a campaign budget.
- Pair transaction details with available campaign context.
- Identify transactions that need a human to confirm their campaign association.
Setup
Build it in a few focused steps.
- 1Connect AimTell and Brex to Notis once in the portal.
- 2Create an automation in Automations, New Automation, and give it a name.
- 3Tell Notis which Brex budget to review and to summarize its transactions with available AimTell campaign context, noting unknown associations.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real budget that has transactions in the review period.
Questions about this workflow
Does this create or change the budget?
No. It retrieves transactions for the specified budget and summarizes them for review.
What if campaign attribution is unavailable?
The workflow should flag the missing association instead of guessing which campaign a transaction belongs to.
What budget information should I provide?
Specify the Brex budget to review in your automation instruction so Notis can retrieve its transactions.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link AimTell to Brex. A trigger fires from one place; an action lands in another.
AimTell 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.
AimTell and Brex, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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