Review Brex user profiles from updated role files
A role file update can keep finance profiles current without another manual handoff.
Trigger
File Updated
Trigger that fires when a OneDrive file's content or metadata changes. Returns file ID, last modified time, and modifier info.
Action
Get User Profile
Get user profile information for current or specified user.
Why this helps
User details drift when role changes are documented in files but not reflected in Brex.
- Reduce stale profile data
- Keep role changes visible
- Cut repetitive admin work
Setup
Build it in a few focused steps.
- 1Connect OneDrive and Brex once.
- 2Create an automation for updated role files.
- 3Tell Notis to read the change and update the referenced Brex user profile only for explicit fields in the document.
- 4Pick the File Updated trigger and choose report delivery.
- 5Test with one role file update.
Questions about this workflow
What if the file contains several people?
Notis can review each named person and summarize the requested updates.
Can it infer changes from a vague note?
It should report ambiguity and request clearer instructions.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link One drive to Brex. A trigger fires from one place; an action lands in another.
One 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.
Onedrivebasetrigger
Base trigger for OneDrive changes using Gmail-style state management. Subclasses override `filter_changes(...)` to extract only the relevant items.
Create Department
Create a new department.
OneDrive File Created Trigger
Triggers when a new file is created in OneDrive. Uses Gmail-style state management for reliable duplicate prevention.
Create Expense
Create a new expense.
File Updated
Trigger that fires when a OneDrive file's content or metadata changes. Returns file ID, last modified time, and modifier info.
Create Location
Create a new location.
OneDrive Folder Created Trigger
Triggers when a new folder is created in OneDrive. Uses Gmail-style state management for reliable duplicate prevention.
Create Job Title
Create a new job title.
OneDrive Item Deleted Trigger
Triggers when a file or folder is deleted in OneDrive. Uses Gmail-style state management for reliable duplicate prevention.
Create User
Create a new user in the brex account.
Item Moved or Renamed
Triggers when a file or folder is moved to a different path or renamed in OneDrive. Includes both old and new path/name data in the payload.
Create Vendor Card
Create a new vendor card.
Connect any two apps with Notis in the middle.
One drive 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.