Keep description based Brex transaction reviews together
Have transactions matching the phrase you care about ready for a recurring review.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Transactions by Description
Get transactions filtered by description text.
Why this helps
Recurring charges and vendor references can be hard to track when reviewers repeatedly search Brex by hand.
- Gather transactions around a phrase relevant to your review.
- Reduce repeated manual description searches.
- Send the results to a consistent review channel.
Setup
Build it in a few focused steps.
- 1Connect Brex once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name the description search.
- 3Tell Notis to retrieve Brex transactions matching the description text you specify.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with a phrase you expect to find and review the results.
Questions about this workflow
Does the description need to match exactly?
Use a phrase likely to appear in the transaction description and check the test results. The action is described as filtering by description text.
Can this automatically dispute a charge?
No. It retrieves transactions for a human to review.
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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