Turn a spend change into a useful review question
Provide the spend figures and context, then let Notis draft a focused investigation email for review.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
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
A noticeable spend change can take extra work to explain and route for review.
- Keep the figures and question together.
- Avoid presenting an unexplained change as a confirmed cause.
- Make the requested review explicit.
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 use the supplied Brex spend figures and context to draft a Gmail message that describes the change and requests a review.
- 4Choose the webhook trigger and where run reports should go.
- 5Test with one real spend change and verify that all figures and comparison periods were provided.
Questions about this workflow
Can Notis explain why spend changed?
Only if the available Brex data or your supplied context explains the cause. Otherwise, the draft should ask for investigation.
Can this compare against a past period?
Yes, if the figures for both periods are available or supplied.
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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