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Notis

Give flagged Brex expenses a focused detail review

A flag from your existing process can bring the exact expense record into view for a person to assess.

Trigger

Webhook received

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

Action

Get Expense Details

Get details of a specific expense.

Why this helps

Potential expense exceptions can get buried when a flag and the actual Brex record live in separate places.

  • Bring the referenced expense details into the exception follow-up.
  • Keep a human reviewer in control of the decision.
  • Avoid broad searches when one expense was already flagged.

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 flagged expense review.
  • 3Tell Notis to retrieve details for the expense identifier supplied by the flagging request and send a concise review report.
  • 4Pick a webhook trigger and choose where run reports should go.
  • 5Test with one real flagged expense and confirm the reviewer has enough context.

Questions about this workflow

Does Notis decide whether the expense is an exception?

No. Your existing process supplies the flag, and Notis retrieves details so a person can review them.

What information must the webhook send?

It must provide the expense identifier required to retrieve that specific Brex record.

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.

TriggerScheduled

Create Budget

Create a new budget for departments or projects.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Create Card

Create a new card and assign it to a user.

ActionInstant

Comment Added (Docs/Sheets/Slides)

Triggers when a new comment is added to Google Docs, Sheets, or Slides.

TriggerPolling

Create Department

Create a new department.

ActionInstant

File Created

Triggers when a new file is created in Google Drive.

TriggerPolling

Create Expense

Create a new expense.

ActionInstant

File Deleted or Trashed

Triggers when a file is moved to trash or permanently deleted in Drive.

TriggerPolling

Create Location

Create a new location.

ActionInstant

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.

TriggerPolling

Create Job Title

Create a new job title.

ActionInstant

File Updated

Triggers when a file's metadata or content changes in Google Drive.

TriggerPolling

Create User

Create a new user in the brex account.

ActionInstant

Google Drive Changes

Triggers when changes are detected in a Google Drive.

TriggerPolling

Create Vendor Card

Create a new vendor card.

ActionInstant

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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