Make recurring transaction review easier
Set a cadence and receive a clean merchant context report before review time.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Transaction Info
This tool converts payment transaction labels into detailed merchant brand information. it takes a transaction label (like what you see on your credit card statement) and returns comprehensive brand data (including logos, colors, fonts, and company information). it is useful for identifying merchants and enriching transaction data with detailed brand information.
Why this helps
Expense review piles up because transaction labels are cryptic and inconsistent.
- Reduce monthly review effort
- Standardize merchant names
- Spot unresolved labels early
Setup
Build it in a few focused steps.
- 1Connect Brandfetch in Notis once.
- 2Create an automation named Scheduled Merchant Transaction Review.
- 3Tell Notis to process the period's transaction labels with Brandfetch and summarize unresolved merchants.
- 4Pick a recurring Notis schedule.
- 5Choose a report channel and test with one sample period.
Questions about this workflow
Where do transactions come from?
Provide them through the prompt's connected data source or webhook context.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Google Docs to Brandfetch. A trigger fires from one place; an action lands in another.
Google Docs triggers
Brandfetch actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Get Brand Information
This tool retrieves comprehensive brand information including logos, colors, fonts, and company details for any brand using their domain name, brand id, isin, or stock ticker symbol. it provides access to a brand's complete visual identity and company information.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Get Company Information
This action retrieves detailed company information for a given brand identifier. while the brandfetch get brand info tool provides general brand information, this tool specifically focuses on extracting and returning the company-related firmographic data from the response.
New Document Created
Triggers when a new Google Doc is created. This trigger monitors Google Docs and fires when new documents are detected. Uses timestamp filtering to efficiently poll for new documents.
Get Brand Logo
This tool fetches the latest logo for any brand using brandfetch's brand api. it provides access to high-quality, up-to-date logos with customizable dimensions. the tool supports different logo types (icon, logo, symbol) and themes (light, dark).
Document Deleted
Triggers when an existing Google Doc is deleted (moved to trash). This trigger monitors Google Docs and fires when documents are trashed.
Get Transaction Info
This tool converts payment transaction labels into detailed merchant brand information. it takes a transaction label (like what you see on your credit card statement) and returns comprehensive brand data (including logos, colors, fonts, and company information). it is useful for identifying merchants and enriching transaction data with detailed brand information.
Document Placeholder Filled
Triggers when a Google Doc's plain text changes such that a configured placeholder token/pattern is no longer present (i.e., the document has been filled in). This trigger monitors a specific Google Doc and fires when a placeholder pattern that was previously present is no longer found in the document's plain text.
Identify Merchant from Transaction
This tool identifies merchant brands from raw transaction data in a single call. it processes unstructured payment text (e.g., credit card transaction descriptions), maps it to a domain, and returns comprehensive brand details including name, logo, domain, and industry information.
Document Search Update
Triggers when a Google Doc matching a user-defined search query is newly created or updated since the last poll. This trigger uses timestamp filtering to efficiently monitor documents.
Search Brands
This tool allows searching for brands by name and returns matching brand information. it enables searching and matching brand names to their corresponding urls and icons, providing rich autocomplete experiences.
Document Structure Changed
Triggers when a Google Doc's structure changes (headers/footers added/removed, tables/images count changes). This trigger monitors a specific document for structural changes like: - Headers added or removed - Footers added or removed - Tables added or removed - Images (inline objects) added or removed - Positioned objects added or removed - Footnotes added or removed
Document Updated
Triggers when an existing Google Doc is updated or modified. This trigger monitors Google Docs and fires when documents are updated.
Connect any two apps with Notis in the middle.
Google Docs and Brandfetch, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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