Make company card reviews easier to prepare
Use a recurring schedule to turn supplied card details and review questions into a ready-to-check draft.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create email draft
Creates a gmail email draft, supporting to/cc/bcc, subject, plain/html body (ensure `is html=true` for html), attachments, and threading.
Why this helps
Preparing a card review can involve reassembling details and questions each time.
- Prepare a repeatable review outline.
- Keep questions and supplied card details together.
- Check the draft before sharing it.
Setup
Build it in a few focused steps.
- 1Connect Brex and Gmail once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name.
- 3Tell Notis to organize the available Brex company card details you provide into a Gmail review draft with open questions clearly identified.
- 4Choose a recurring schedule and where run reports should go.
- 5Test with one real card review and confirm the draft distinguishes known details from unanswered questions.
Questions about this workflow
Does the workflow include card details Brex does not return?
No. Supply any additional review context you need, and ask Notis to identify unavailable information as missing.
Can this change card settings?
No. This workflow creates a Gmail draft only.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Brex to Gmail. A trigger fires from one place; an action lands in another.
Brex triggers
Gmail actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Modify email labels
Adds and/or removes specified gmail labels for a message; ensure `message id` and all `label ids` are valid (use 'listlabels' for custom label ids).
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create email draft
Creates a gmail email draft, supporting to/cc/bcc, subject, plain/html body (ensure `is html=true` for html), attachments, and threading.
Create label
Creates a new label with a unique name in the specified user's gmail account.
Delete Draft
Permanently deletes a specific gmail draft using its id; ensure the draft exists and the user has necessary permissions for the given `user id`.
Delete message
Permanently deletes a specific email message by its id from a gmail mailbox; for `user id`, use 'me' for the authenticated user or an email address to which the authenticated user has delegated access.
Fetch emails
Fetches a list of email messages from a gmail account, supporting filtering, pagination, and optional full content retrieval.
Fetch message by message ID
Fetches a specific email message by its id, provided the `message id` exists and is accessible to the authenticated `user id`.
Fetch Message by Thread ID
Retrieves messages from a gmail thread using its `thread id`, where the thread must be accessible by the specified `user id`.
Connect any two apps with Notis in the middle.
Brex and Gmail, 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 Gmail.