Make expense follow-up easier to keep up with
Have Notis pull recent Brex expenses on a schedule and turn the returned details into a short review report.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Expenses
Why this helps
Expense follow-up can disappear into a backlog when the next step depends on remembering to check Brex again.
- Review expenses on a predictable cadence.
- Surface returned expense details in a short report.
- Reduce the need to remember a manual Brex check.
Setup
Build it in a few focused steps.
- 1Connect AnyDB and Brex once in the Notis portal.
- 2Create a named automation in Automations, New Automation.
- 3Tell Notis to retrieve expenses for the relevant date range and summarize details that need follow-up.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real example and check that the date range and summary fit your process.
Questions about this workflow
Will this mark expenses as approved or paid?
No. It retrieves and summarizes expenses; the listed Brex action does not approve or pay them.
What counts as needing follow-up?
Give Notis your criteria in the instruction. If Brex does not return the information needed to apply them, Notis should call out that missing information.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link AnyDB to Brex. A trigger fires from one place; an action lands in another.
AnyDB 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.
AnyDB 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.