Turn expense requests in Asana comments into records
Let a clear expense request become a Brex record while the project context is still close at hand.
Trigger
New Comment on Task
Triggers when a comment is added to a task in a project.
Action
Create Expense
Create a new expense.
Why this helps
Expense information buried in a task discussion is easy to miss when it is time to record spending.
- Catch explicit expense requests in task conversations.
- Reduce copying expense information by hand.
- Keep incomplete requests visible for clarification.
Setup
Build it in a few focused steps.
- 1Connect Asana and Brex once in the Notis portal.
- 2Create an automation for comment-based expense capture.
- 3Tell Notis to create an expense only for an explicit request with the required details, and to flag missing details rather than fill them in.
- 4Pick Asana's New Comment on Task trigger and choose where run reports should go.
- 5Test with one real comment containing a complete expense request.
Questions about this workflow
Can this process comments that are just discussion?
Instruct Notis to act only when a comment clearly requests an expense. Other comments should not create records.
What if a comment has no amount?
Have Notis flag it for follow-up. An expense amount must come from the source context or your instruction.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Asana to Brex. A trigger fires from one place; an action lands in another.
Asana 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.
Attachment Added to Task
Triggers when an attachment is added to a task.
Create Department
Create a new department.
New Comment on Task
Triggers when a comment is added to a task in a project.
Create Expense
Create a new expense.
New Task Created
Triggers when a new task is created in a project.
Create Location
Create a new location.
Task Moved to Section
Triggers when a task is moved to a section in a project.
Create Job Title
Create a new job title.
Tag Added to Task
Triggers when a tag is added to a task. Note: Asana's event structure is inverted for tag events — the resource is the task and the parent is the tag. So parent.gid gives the tag GID.
Create User
Create a new user in the brex account.
Task Updated
Triggers when a task is updated in a project.
Create Vendor Card
Create a new vendor card.
Connect any two apps with Notis in the middle.
Asana and Brex, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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