Make campaign spend reviews easier to start
Notis can retrieve Brex transactions on a schedule and assemble a concise review with relevant AimTell campaign context that is available to it, flagging gaps that need your input.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Transactions
Retrieve settled transactions from the primary account.
Why this helps
Founders often have to reconcile campaign context and transaction details from separate tools before they can decide what needs a closer look.
- Reduce context switching during recurring spend reviews.
- See transaction details alongside campaign context that is available to Notis.
- Surface missing attribution information for follow-up instead of assuming it.
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 for the review period and summarize them with available AimTell campaign context, calling out missing attribution.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real review period and confirm the summary reflects the connected data.
Questions about this workflow
Does Brex provide AimTell campaign attribution?
No. Notis can use campaign context available from AimTell, but if attribution is not provided by the connected data, supply it or treat it as missing.
Can the schedule determine the transaction period?
Tell Notis the period to review in the automation instruction and choose a recurring schedule that fits your review cadence.
Does this change or categorize transactions?
No. This workflow retrieves transactions and prepares a review summary; it does not modify Brex records.
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.