Find Brex transactions from new vendor notes
Save the vendor note once and get the matching Brex activity without a manual search.
Trigger
OneDrive File Created Trigger
Triggers when a new file is created in OneDrive. Uses Gmail-style state management for reliable duplicate prevention.
Action
Get Transactions by Description
Get transactions filtered by description text.
Why this helps
Vendor investigations slow down when descriptions must be copied between documents and finance tools.
- Speed up vendor investigations
- Preserve the original note context
- Reduce repetitive searches
Setup
Build it in a few focused steps.
- 1Connect OneDrive and Brex once.
- 2Create an automation for new vendor notes.
- 3Tell Notis to extract the vendor or description text, search Brex transactions, and summarize the matches with dates and amounts.
- 4Pick the OneDrive File Created trigger and choose a report channel.
- 5Test with one vendor note.
Questions about this workflow
What if the note has several vendors?
Notis can search each vendor separately and group the results.
Can it search by exact text?
Yes, specify exact or broad matching in the instruction.
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
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.