Review AI administration and company spend together
At your chosen cadence, ask Notis to review available Anthropic organization changes and Brex transactions for a defined period, then summarize notable items for review.
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
Admin changes and company spend are often reviewed separately, making it harder to spot questions that deserve follow-up.
- Bring organization-change context and transaction review into one report.
- Focus attention on transactions that need a human explanation.
- Make the date range explicit so findings have clear scope.
Setup
Build it in a few focused steps.
- 1Connect Anthropic administrator and Brex once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Tell Notis to summarize available Anthropic organization changes and Brex transactions for a specified date range, flagging questions for review and stating when data is unavailable.
- 4Choose a recurring schedule and select where run reports should go.
- 5Test with one real example and confirm the date range and report.
Questions about this workflow
Can this prove that an Anthropic change caused a Brex transaction?
No. The workflow can summarize records and flag items for review, but the available information may not establish a causal link.
Does it need a baseline or special fields?
If you want comparison against a budget, expected spend, or another baseline, provide that information in the instruction or another available source. The listed transaction action provides transactions for a date range.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Anthropic administrator to Brex. A trigger fires from one place; an action lands in another.
Anthropic administrator 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.
Anthropic administrator and Brex, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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