Transfer Brex cards after a confirmed owner change
Keep card ownership current by tying a clearly confirmed change in your sent email to the Brex card transfer.
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
Transfer Card
Transfer a card to a different user.
Why this helps
A team change can be recorded in email while card ownership remains attached to the previous owner.
- Keep card ownership aligned with confirmed changes.
- Reduce follow-up after an owner change is communicated.
- Surface unclear card or user details in the report.
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 card owner changes.
- 3Tell Notis to transfer a Brex card only when your sent email explicitly confirms the change and identifies the card and new user; report ambiguity.
- 4Pick Email Sent as the trigger, choose a report channel, and test with one real sent owner change.
Questions about this workflow
Can it infer who should receive a card from a general team update?
Ask it to act only when the sent email explicitly confirms the card's new owner and identifies that user.
What happens if the card is not identifiable?
The instruction should have Notis report the unclear detail for your review.
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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No card. Works with personal or business Brex.