Make Brex vendor reviews part of the monthly routine
Keep vendor records in view with a recurring directory review that helps you identify follow-ups using your own criteria.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Vendors
Lists all vendors.
Why this helps
Vendor records can become stale when nobody has a simple reminder to revisit the directory.
- Create a consistent vendor review cadence.
- Summarize the vendors returned by Brex.
- Surface records for follow-up using criteria you specify.
Setup
Build it in a few focused steps.
- 1Connect Airtop and Brex once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name the review.
- 3Tell Notis to list Brex vendors and summarize the directory using your review criteria.
- 4Choose a recurring schedule and select where run reports should go.
- 5Test with one real example and make sure the summary fits your process.
Questions about this workflow
Can this tell me which vendors are inactive?
Only if Brex returns a relevant status or you provide the information needed to determine inactivity.
Does it create, edit, or remove vendors?
No. It retrieves the vendor list for review.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Airtop to Brex. A trigger fires from one place; an action lands in another.
Airtop 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.
Airtop 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.