Start a Brex transaction review from Gmail
Ask for a spend review in a sent email and have Notis gather Brex transactions for the requested period.
Trigger
Email Sent
Triggers when a Gmail message is sent by the authenticated user. It polls the 'SENT' label and emits metadata including sender, recipients, subject, timestamp, and thread ID.
Action
Get Transactions
Get transactions for a date range.
Why this helps
A request to review spending can lead to a separate login, date filtering, and manual summary.
- Gather transaction data in response to a clear review request.
- Cut down on switching between inbox and spend records.
- Receive a concise report of retrieved results.
Setup
Build it in a few focused steps.
- 1Connect Gmail and Brex once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it for transaction reviews.
- 3Tell Notis to retrieve Brex transactions for the date range stated in your sent request and summarize the results, reporting when the range is unclear.
- 4Pick Email Sent as the trigger, choose a report channel, and test with one real sent review request.
Questions about this workflow
Can it compare spending to a target or historical baseline?
Only if that target or baseline is available to Notis. Provide it in your instruction if it is not present in the returned transaction data.
What if the email does not state a date range?
Tell Notis to report that the date range is missing instead of assuming one.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Gmail to Brex. A trigger fires from one place; an action lands in another.
Gmail 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.
Email Sent
Triggers when a Gmail message is sent by the authenticated user. It polls the 'SENT' label and emits metadata including sender, recipients, subject, timestamp, and thread ID.
Create Department
Create a new department.
New Gmail Message Received Trigger
Triggers when a new message is received in Gmail.
Create Expense
Create a new expense.
Create Location
Create a new location.
Create Job Title
Create a new job title.
Create User
Create a new user in the brex account.
Create Vendor Card
Create a new vendor card.
Connect any two apps with Notis in the middle.
Gmail and Brex, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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