Spot high-value campaign expenses sooner
Set the amount range and review period in your Notis instruction. Notis retrieves matching Brex transactions and prepares a short review with campaign 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 Amount Range
Find settled card transactions by amount and date range.
Why this helps
Large campaign expenses can be easy to miss in a long transaction list, especially when campaign details live in another tool.
- Focus review time on transactions within your chosen amount range.
- Bring available campaign context into the review.
- Make absent merchant or campaign attribution visible for follow-up.
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 transactions in your chosen amount range and review them with available AimTell campaign context, noting any attribution gaps.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one known transaction period and an amount range that includes a real example.
Questions about this workflow
Who chooses the amount range?
You specify the range in the automation instruction. This workflow does not infer an approved threshold.
Will every transaction be tied to a campaign?
No. Notis should identify missing attribution when it is not present in the available data.
Does it block or dispute transactions?
No. The workflow retrieves transactions for review and does not take action on them.
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.