Find campaign related spend by transaction description
Give Notis the campaign name or reference to look for. It retrieves matching Brex transactions and prepares a concise review with relevant AimTell context when available.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Transactions by Description
Find card transactions by description and date range.
Why this helps
Campaign expenses can be difficult to gather when transactions use inconsistent descriptions and teams have to search them manually.
- Gather transactions that mention a campaign reference in one scheduled review.
- Reduce manual searching across transaction records.
- Keep absent or inconsistent campaign references visible for cleanup.
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 campaign name or reference to search for in Brex descriptions and how to summarize matches with available AimTell context.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with a campaign reference that appears in at least one real Brex transaction description.
Questions about this workflow
Does the search inspect receipts or accounting fields?
This workflow uses the Brex transaction description search action. Other fields are not guaranteed to be searched.
What if descriptions do not use consistent campaign names?
The report can show matches for the supplied reference, but transactions without that reference may be missed. Use consistent references or review gaps separately.
Can I run this for just one campaign?
Yes. Specify the campaign name or reference in the automation instruction.
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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No card. Works with personal or business Brex.