Prepare vendor reviews from the calendar
Before a supplier review starts, Notis can gather the relevant Brex vendor list and highlight what to check.
Trigger
New Calendar Event
Triggered when a new calendar event is created in the Outlook calendar.
Action
List Vendors
List all vendors.
Why this helps
Vendor review meetings start without a current list of relationships and payment records.
- Prepares meeting context automatically
- Reduces last-minute lookup work
- Keeps supplier reviews focused
Setup
Build it in a few focused steps.
- 1Connect Outlook and Brex in Notis once.
- 2Create an automation and describe how to list and summarize vendors for qualifying events.
- 3Pick New Calendar Event as the trigger.
- 4Choose where run reports should go.
- 5Test with one real supplier review event.
Questions about this workflow
Can it focus on vendors named in the event?
Yes. Tell Notis to prioritize vendor names or meeting context from the event.
Does it modify vendor records?
No. This workflow prepares a review report from the vendor list.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Outlook to Brex. A trigger fires from one place; an action lands in another.
Outlook 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 Contact Added
Triggered when a new contact is added in the Outlook contacts.
Create Department
Create a new department.
Calendar Event Changes
Triggered when a new calendar event occurs (created, updated, or deleted) in the Outlook calendar.
Create Expense
Create a new expense.
New Calendar Event
Triggered when a new calendar event is created in the Outlook calendar.
Create Location
Create a new location.
New Outlook Message
Triggered when a new message is received in the Outlook mailbox.
Create Job Title
Create a new job title.
New Sent Message
Triggered when a new message is sent from the Outlook mailbox.
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.
Outlook 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.