Create a Brex user when onboarding is complete
Once the onboarding document is filled, let Notis move the person into Brex setup.
Trigger
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.
Action
Create User
Create a new user in the brex account.
Why this helps
Completed onboarding documents require another manual reminder before finance access is created.
- Reduce onboarding handoffs
- Start access setup sooner
- Keep the completed document as context
Setup
Build it in a few focused steps.
- 1Connect Google Super and Brex in Notis once.
- 2Create an automation describing how completed onboarding docs should create users.
- 3Pick Document Placeholder Filled as the trigger.
- 4Choose a report channel.
- 5Test with one completed onboarding document.
Questions about this workflow
What if the document is missing user details?
Notis can report the missing information for completion instead of guessing.
Does this grant all permissions?
The Brex Create User action creates the user using the details available to the action.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Google Super to Brex. A trigger fires from one place; an action lands in another.
Google Super 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.
Aggregate Metric Changed
Triggers when an aggregate metric (SUM/COUNT/AVG/MIN/MAX) changes in a Google Sheets spreadsheet. This trigger monitors an aggregate calculation on a target column (optionally filtered by a search column/value) and fires when the calculated result changes.
Create Department
Create a new department.
Attendee Response Changed
Polling trigger that fires when any attendee's RSVP changes to accepted, declined, or tentative. Returns attendee info and current status.
Create Expense
Create a new expense.
Cell Range Values Changed
Triggers when values in a specified A1 range change in Google Sheets. This trigger monitors a specific cell or range of cells and fires when any values change.
Create Location
Create a new location.
Comment Added (Docs/Sheets/Slides)
Triggers when a new comment is added to Google Docs, Sheets, or Slides.
Create Job Title
Create a new job title.
Conditional Format Rule Changed
Triggers when conditional formatting rules change in a Google Spreadsheet. Detects when rules are added, updated, or removed. Uses snapshot-based diffing to detect changes between polls.
Create User
Create a new user in the brex account.
Data Validation Rule Changed
Triggers when data validation rules change (added/updated/removed) in a Google Spreadsheet. Uses snapshot-based diffing to detect changes between polls.
Create Vendor Card
Create a new vendor card.
Connect any two apps with Notis in the middle.
Google Super and Brex, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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