Audit Large Expenses When Concerns Arise
When expense audits are needed, pull all transactions above a threshold instantly. No manual filtering required.
Trigger
Issue Created Trigger
Triggered when a new issue is created.
Action
Get Transactions by Amount Range
Get transactions filtered by amount range.
Why this helps
Expense audits require manually searching and filtering Brex for large transactions, consuming time and prone to errors
- Automatic audit-ready transaction lists
- Faster compliance reviews
- Reduced manual filtering
- No missed large expenses
Setup
Build it in a few focused steps.
- 1Connect Linear and Brex integrations to Notis.
- 2Create an automation called 'Expense Audit' with the prompt: 'When a Linear issue is labeled expense-audit, get all Brex transactions above $5,000 (or amount specified in issue) and provide a detailed list with date, vendor, and amount.'
- 3Select 'Issue Created' as your trigger and filter for the expense-audit label.
- 4Choose your notification channel for audit results.
- 5Test by creating a Linear issue labeled expense-audit with a threshold amount and verify transactions are retrieved.
Questions about this workflow
Can I change the expense threshold?
Yes, include your threshold in the Linear issue description (e.g., 'threshold: $10,000') and Notis will use that amount.
What date range does this cover?
By default it shows recent transactions. Specify dates in the Linear issue for a custom range.
Can I get transactions below a certain amount instead?
Yes, update your prompt to ask for transactions below a threshold instead.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Linear to Brex. A trigger fires from one place; an action lands in another.
Linear 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 Received Trigger
Triggered when a comment is received.
Create Department
Create a new department.
Issue Created Trigger
Triggered when a new issue is created.
Create Expense
Create a new expense.
Issue Updated Trigger
Triggered when an issue is updated. For example labels are changed, issue status is changed, etc.
Create Location
Create a new location.
Private Team Comment Created
Fires when a new comment is posted on an issue in a private Linear team (polled with the connected user's token).
Create Job Title
Create a new job title.
Private Team Issue Created
Fires when a new issue appears in a private Linear team (polled with the connected user's token).
Create User
Create a new user in the brex account.
Private Team Issue Properties Updated
Fires when properties on an issue change in a private Linear team (polled with the connected user's token).
Create Vendor Card
Create a new vendor card.
Connect any two apps with Notis in the middle.
Linear and Brex, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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No card. Works with personal or business Brex.