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Notis

Review Brex Card Transactions From Meeting Notes

Bring the right transaction history into the follow-up while the discussion is fresh.

Trigger

Transcription Complete Trigger

Triggers when a transcription is complete. Polls Fireflies API for transcripts created or updated since the last poll time. Handles rate limiting gracefully.

Action

Get Card Transactions

Get card transactions for a date range.

Why this helps

Finance follow-ups stall when nobody retrieves the transaction history referenced in a call.

  • Reduce context switching
  • Speed up reconciliation
  • Create focused review reports

Setup

Build it in a few focused steps.

  • 1Connect Fireflies and Brex once.
  • 2Create a transaction-review automation.
  • 3Tell Notis to retrieve Brex card transactions when the transcript names a card and usable date range.
  • 4Select the Fireflies trigger and report channel.
  • 5Test with one transcript that requests a card review.

Questions about this workflow

What if the date range is unclear?

Notis can report the missing range for clarification.

Does it change transactions?

No. This workflow retrieves transactions for review.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Fireflies to Brex. A trigger fires from one place; an action lands in another.

Fireflies triggers

Brex actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

Create Budget

Create a new budget for departments or projects.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Create Card

Create a new card and assign it to a user.

ActionInstant

Transcription Complete Trigger

Triggers when a transcription is complete. Polls Fireflies API for transcripts created or updated since the last poll time. Handles rate limiting gracefully.

TriggerPolling

Create Department

Create a new department.

ActionInstant

Create Expense

Create a new expense.

ActionInstant

Create Location

Create a new location.

ActionInstant

Create Job Title

Create a new job title.

ActionInstant

Create User

Create a new user in the brex account.

ActionInstant

Create Vendor Card

Create a new vendor card.

ActionInstant

Connect any two apps with Notis in the middle.

Fireflies and Brex, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

Save your first hour today.

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No card. Works with personal or business Brex.