Give each receipt follow-up batch a clear home
Start a receipt follow-up with one well-named Drive folder, ready for supporting files.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create File or Folder
Creates a new file or folder with metadata. use to create empty files or folders, or files with content by providing it in the request body (though this action primarily focuses on metadata creation).
Why this helps
Receipt follow-up gets harder when people cannot tell where to put documents for a particular review batch.
- Give a review batch a dedicated place for documents.
- Use a consistent folder name based on supplied details.
- Reduce time spent deciding where to save supporting files.
Setup
Build it in a few focused steps.
- 1Connect Brex and Google Drive once in the Notis portal.
- 2Create an automation from any channel or in Automations, New Automation.
- 3Tell Notis to create a Drive folder for each supplied Brex receipt follow-up batch, using its provided label and date.
- 4Choose a webhook trigger and select where run reports should go.
- 5Test with one real receipt batch.
Questions about this workflow
Does this retrieve receipts from Brex?
The folder action creates the Drive folder. Include any batch label or date Notis should use in the webhook request.
Can Notis decide which receipts need follow-up?
Only when the needed receipt status or review criteria are available in the supplied Brex information.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Brex to Google Drive. A trigger fires from one place; an action lands in another.
Brex triggers
Google Drive actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Add file sharing preference
Modifies sharing permissions for an existing google drive file, granting a specified role to a user, group, domain, or 'anyone'.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Copy file
Duplicates an existing file in google drive, identified by its `file id`.
Create Comment
Tool to create a comment on a file. use when you need to add a new comment to a specific file in google drive.
Create Shared Drive
Tool to create a new shared drive. use when you need to programmatically create a new shared drive for collaboration or storage.
Create File or Folder
Creates a new file or folder with metadata. use to create empty files or folders, or files with content by providing it in the request body (though this action primarily focuses on metadata creation).
Create a File from Text
Creates a new file in google drive from provided text content (up to 10mb), supporting various formats including automatic conversion to google workspace types.
Create a folder
Creates a new folder in google drive, optionally within a parent folder specified by its id or name; if a parent name is provided but not found, the action will fail.
Create Reply
Tool to create a reply to a comment in google drive. use when you need to respond to an existing comment on a file.
Connect any two apps with Notis in the middle.
Brex and Google Drive, 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 Google Drive.