Start an expense review from a Drive comment
Let a comment on a finance document prompt a fresh list of Brex expenses for review.
Trigger
Comment Added (Docs/Sheets/Slides)
Triggers when a new comment is added to Google Docs, Sheets, or Slides.
Action
Get Expenses
Get expenses for a date range.
Why this helps
A discussion about expenses in a shared document can lose momentum while someone switches tools to gather the relevant records.
- Gather expense records in response to a concrete discussion cue.
- Reduce manual searching across documents and finance tools.
- Give reviewers a run report to continue the conversation.
Setup
Build it in a few focused steps.
- 1Connect Google Drive and Brex once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name the expense review.
- 3Tell Notis to retrieve Brex expenses for the review date range when a new comment is added to a finance document.
- 4Pick the Google Drive Comment Added trigger and choose where run reports should go.
- 5Test with one real document comment and confirm the report covers the intended date range.
Questions about this workflow
How does the automation know which date range to use?
The listed trigger does not define a date range. State the intended range in your instruction or provide it when setting up the automation.
Does this create an expense or approve one?
No. It retrieves expenses for review. Any action to create or approve expenses is outside this workflow.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Google Drive to Brex. A trigger fires from one place; an action lands in another.
Google Drive 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.
Comment Added (Docs/Sheets/Slides)
Triggers when a new comment is added to Google Docs, Sheets, or Slides.
Create Department
Create a new department.
File Created
Triggers when a new file is created in Google Drive.
Create Expense
Create a new expense.
File Deleted or Trashed
Triggers when a file is moved to trash or permanently deleted in Drive.
Create Location
Create a new location.
File Shared (Permissions Added)
Triggers when new sharing permissions are granted to a file or folder. Uses Drive's `changes.list` endpoint with inline `permissions` in the `fields` mask so each change carries the file's current permission set provider-atomically. We diff that against `seen_permission_keys` to identify newly added grants. Drive page tokens are the primary cursor; if Drive rejects a stored token, the trigger raises `PollingTriggerError` without clearing state rather than silently re-baselining and dropping events. Limitation: truly ephemeral permissions (added and revoked between two polls without any other file modification in between) are not detected. Drive Activity API would catch those but requires an additional OAuth scope and a different payload contract.
Create Job Title
Create a new job title.
File Updated
Triggers when a file's metadata or content changes in Google Drive.
Create User
Create a new user in the brex account.
Google Drive Changes
Triggers when changes are detected in a Google Drive.
Create Vendor Card
Create a new vendor card.
Connect any two apps with Notis in the middle.
Google Drive and Brex, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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