Make policy review candidates easier to assess
Use your actual policy guidance to surface transactions that may need review, with the evidence and uncertainty plainly stated.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create Notion page
Creates a new empty page in a notion workspace.
Why this helps
Policy checks become burdensome when reviewers must hold the rules and transaction details in mind at once.
- Keep your policy guidance near the reviewed items.
- Distinguish potential exceptions from confirmed violations.
- Show missing information that prevents a conclusion.
Setup
Build it in a few focused steps.
- 1Connect Brex and Notion once in Notis.
- 2Create an automation in plain language or in Automations, New Automation.
- 3Provide the applicable policy in the instruction or accessible source, then ask Notis to review available Brex expenses and create a page of possible exceptions with supporting details and uncertainties.
- 4Pick a recurring schedule and choose where run reports go.
- 5Test with known examples and have a human check the candidate list.
Questions about this workflow
Does Brex provide company policy rules?
Do not assume it does. Supply the relevant policy rules or make them available to the automation.
Does a candidate mean a violation?
No. Candidates are prompts for human review, especially when data or policy interpretation is incomplete.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Brex to Notion. A trigger fires from one place; an action lands in another.
Brex triggers
Notion actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Add multiple content blocks (bulk, user-friendly)
Efficiently adds multiple standard content blocks to a notion page in a single api call with automatic markdown parsing. the 'content' field in notionrichtext blocks now automatically detects and parses markdown formatting including headers (# ## ###), bold (**text**), italic (*text*), strikethrough (~~text~~), inline code (`code`), links ([text](url)), and more. ideal for bulk content creation, ai agents, and replacing multiple individual add page content calls. supports automatic text formatting, content splitting, and up to 100 blocks per request.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Add content to Notion page
Deprecated: appends a single content block to a notion page or a parent block (must be page, toggle, to-do, bulleted/numbered list, callout, or quote); invoke repeatedly to add multiple blocks.
Append complex blocks (advanced, full control)
Appends complex blocks with full notion block structure to a parent block or page. use for advanced scenarios requiring precise control: code blocks, tables, embeds, nested children within blocks, or when working with pre-built notion block objects. requires full notion api block schema - use add multiple page content for simpler content creation.
Archive Notion Page
Archives (moves to trash) or unarchives (restores from trash) a specified notion page.
Create comment
Adds a comment to a notion page (via `parent page id`) or to an existing discussion thread (via `discussion id`); cannot create new discussion threads on specific blocks (inline comments).
Create Notion Database
Creates a new notion database as a subpage under a specified parent page with a defined properties schema; use this action exclusively for creating new databases.
Create Notion page
Creates a new empty page in a notion workspace.
Delete a block
Archives a notion block, page, or database using its id, which sets its 'archived' property to true (like moving to "trash" in the ui) and allows it to be restored later.
Connect any two apps with Notis in the middle.
Brex and Notion, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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