Find matching Brex transactions from a new task
Search spend records from the task where the question first appeared.
Trigger
New Task Created
Triggers when a new task is created in a Google Tasks list. Uses timestamp filtering (updatedMin) to efficiently detect new tasks.
Action
Get Transactions by Description
Get transactions filtered by description text.
Why this helps
Finding one transaction often means switching tools and guessing the exact description.
- Shorten transaction research
- Use natural language search prompts
- Return focused matches instead of full exports
Setup
Build it in a few focused steps.
- 1Connect Google Tasks and Brex once in Notis.
- 2Create an automation with a clear search instruction.
- 3Tell Notis to search Brex transactions by the vendor or description in each new task and summarize likely matches.
- 4Pick New Task Created as the trigger and choose a report channel.
- 5Test with a task containing a vendor name.
Questions about this workflow
What if several transactions match?
Notis can list the likely matches with dates and amounts for your review.
Can it search by amount too?
Use a task that includes an amount and ask Notis to combine description and amount checks.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Google Tasks to Brex. A trigger fires from one place; an action lands in another.
Google Tasks 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.
New Task Created
Triggers when a new task is created in a Google Tasks list. Uses timestamp filtering (updatedMin) to efficiently detect new tasks.
Create Department
Create a new department.
New Task List Created
Triggers when a new Google Tasks task list is created. This trigger monitors Google Tasks and fires when new task lists are detected.
Create Expense
Create a new expense.
Task Details Changed
Triggers when a specific task's details change. This trigger monitors a single Google Task and fires when any of its details (title, notes, status, due date, completion, position) are modified.
Create Location
Create a new location.
Task List Changed
Triggers when a task list changes (title or content updates). This trigger monitors a specific Google Tasks list and fires when changes are detected.
Create Job Title
Create a new job title.
Task Updated
Triggers when an existing task is updated in a Google Tasks list. This trigger monitors a specific task list and fires when tasks are modified.
Create User
Create a new user in the brex account.
Create Vendor Card
Create a new vendor card.
Connect any two apps with Notis in the middle.
Google Tasks and Brex, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Brex.