Reconcile campaign expenses with less manual searching
Notis gathers Brex expenses for the period you choose and organizes a review with campaign information that is available, making unmatched expenses easier to spot.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Expenses
Why this helps
Reconciliation slows down when campaign context and expense records sit in separate systems and every line needs a manual lookup.
- Prepare a period-based expense review without manually gathering records.
- Include available campaign context next to expense details.
- Call out expenses that lack a reliable 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 to retrieve Brex expenses for the chosen period and compare them with available AimTell campaign context, listing unmatched records.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with a completed period and verify the summary against known expenses.
Questions about this workflow
Will every expense be matched to an AimTell campaign?
Only where the connected data provides a reliable association. Notis should list unmatched expenses for human review.
Can I review a custom date range?
Specify the period in the automation instruction and choose a schedule that covers the periods you need.
Does reconciliation modify records?
No. This workflow retrieves expenses and prepares a review summary.
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.