Create a Brex spend snapshot from CQL matches
Use a knowledge query as the starting signal for a timely spend snapshot.
Trigger
New CQL Content Match
Triggers when new Confluence content appears that matches a user-provided CQL query.
Action
Get Transactions
Get transactions for a date range.
Why this helps
Spend analysis is often disconnected from the documentation that signals a project change.
- Tie spend reporting to knowledge signals
- Surface current transactions quickly
- Reduce ad hoc reporting work
Setup
Build it in a few focused steps.
- 1Connect Confluence and Brex once in Notis.
- 2Create an automation that retrieves Brex transactions when new content matches your CQL query.
- 3Pick New CQL Content Match as the trigger.
- 4Choose a report channel and test with one real match.
Questions about this workflow
Does Notis create the CQL query?
You provide the query when configuring the Confluence trigger.
Can it summarize results?
Yes. Ask Notis to summarize returned transactions for the matching topic.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Confluence to Brex. A trigger fires from one place; an action lands in another.
Confluence triggers
Brex actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Budget
Create a new budget for departments or projects.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Card
Create a new card and assign it to a user.
New Attachment Added
Triggers when a new attachment is uploaded to a Confluence page. Optionally filters by media type.
Create Department
Create a new department.
Blog Post Added to Label
Triggers when a new blog post is added to a specific label in Confluence.
Create Expense
Create a new expense.
Blogpost Inline Comment Added
Triggers when a new inline comment is added to a Confluence blog post.
Create Location
Create a new location.
Blog Post Like Count Changed
Triggers when a Confluence blog post's like count changes (someone likes or unlikes).
Create Job Title
Create a new job title.
Blog Post Updated
Triggers when a Confluence blog post is updated (any edit that creates a new version).
Create User
Create a new user in the brex account.
Content Restrictions Changed
Triggers when view or edit restrictions change on a Confluence page or blog post. Detects user/group restrictions being added, removed, or modified.
Create Vendor Card
Create a new vendor card.
Connect any two apps with Notis in the middle.
Confluence and Brex, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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