Find transactions that may need a closer look
Let Notis compare a recurring slice of Brex transactions with your Airtable threshold guidance and summarize what may need attention.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Transactions by Amount Range
Get transactions filtered by amount range.
Why this helps
Potentially unusual spend is easy to miss when transaction checks depend on remembering to run reports and compare separate records.
- Creates a predictable review routine
- Brings threshold guidance and transactions into one report
- Helps focus attention on transactions that may merit follow-up
Setup
Build it in a few focused steps.
- 1Connect Airtable and Brex once in the Notis portal.
- 2Create an automation in the portal or tell Notis from any channel.
- 3In one instruction, identify the Airtable threshold guidance and transaction amount range to review, and ask Notis to summarize possible exceptions without treating them as confirmed policy violations.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real example and adjust the instruction if the report needs more context.
Questions about this workflow
Can Notis determine whether a transaction is unauthorized?
No. An amount threshold can help identify transactions for review, but it does not establish authorization or business context. Use the report as a prompt for human follow-up.
What if thresholds are not stored in Airtable?
Provide the threshold in your instruction or add the guidance to Airtable so Notis has a grounded reference for the comparison.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Airtable to Brex. A trigger fires from one place; an action lands in another.
Airtable triggers
Brex actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Budget
Create a new budget for departments or projects.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Card
Create a new card and assign it to a user.
Base Metadata Changed
Triggers when an existing Airtable base changes its name or permission level.
Create Department
Create a new department.
Base Schema Changed
Triggers when tables, fields, or views change in an Airtable base.
Create Expense
Create a new expense.
User Profile Changed
Triggers when the connected Airtable user's profile information changes.
Create Location
Create a new location.
View Created
Triggers when a new view is created in an Airtable base.
Create Job Title
Create a new job title.
View Deleted
Triggers when a previously known Airtable view is deleted.
Create User
Create a new user in the brex account.
View Metadata Changed
Triggers when an Airtable view changes its name or type.
Create Vendor Card
Create a new vendor card.
Connect any two apps with Notis in the middle.
Airtable and Brex, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Brex.