Keep Brex expense follow-ups moving in Asana
Route expenses that need attention into one clear Asana task, with the missing details and next step ready to act on.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create task in asana with specific details
Creates a new asana task; requires 'workspace', 'parent', or 'projects' for association, and 'followers', 'projects', 'tags' are set only at creation.
Why this helps
Expense exceptions can sit in a finance queue while the person who can resolve them is busy or unsure what is missing.
- Give each expense exception a visible next step.
- Include the missing information in the task so the assignee can act without chasing context.
- Keep unresolved expenses out of memory and scattered messages.
Setup
Build it in a few focused steps.
- 1Connect Brex and Asana once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name.
- 3Tell Notis to create an Asana task for each Brex expense that needs a receipt, business purpose, or other missing detail, and include the expense context and requested next step.
- 4Choose the notis_webhook trigger and select where run reports should go.
- 5Test with one real Brex expense exception and confirm the task is actionable.
Questions about this workflow
What starts this automation?
A notis_webhook trigger starts it when an HTTP request is sent to the automation. The request needs to provide the Brex expense context for Notis to use.
Can it decide which expenses are missing information?
Notis can act on the expense details it receives from Brex. Make sure the webhook request or connected Brex data includes the exception or missing-detail context.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Brex to Asana. A trigger fires from one place; an action lands in another.
Brex triggers
Asana actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Add Followers to Task
Tool to add followers to a task in asana. use this tool when you need to add one or more users as followers to a specific task. this will notify them of updates to the task.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Add Supporting Relationship to Goal
Tool to add a supporting goal relationship to a goal. use when you want to link a project, task, portfolio, or another goal as a supporting resource to a specific goal in asana.
Add task to section
Adds an existing task to a section, optionally positioning it before or after another task in that section; if no position is specified, the task is added to the end.
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Creates a new allocation. use when you need to schedule or assign a specific amount of a user's time per week to a task or project within a defined period.
Create a project
Creates a new asana project, requiring either a `workspace` or `team` gid for association, and returns the full project details.
Create a tag in a workspace
Creates a new tag, with properties like name and color defined in the request body, within a specific asana workspace (using `workspace gid`); this tag helps categorize tasks, is confined to the workspace, and is not automatically applied to tasks.
Create task in asana with specific details
Creates a new asana task; requires 'workspace', 'parent', or 'projects' for association, and 'followers', 'projects', 'tags' are set only at creation.
Create Attachment for Task
Tool to upload an attachment to a task. use when you need to attach a file to a specific task in asana.
Connect any two apps with Notis in the middle.
Brex and Asana, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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