Answer card review requests from email
Notis can turn a card review email into a date-range transaction summary ready for action.
Trigger
New Outlook Message
Triggered when a new message is received in the Outlook mailbox.
Action
Get Card Transactions
Get card transactions for a date range.
Why this helps
Card review requests create a manual search task that is easy to postpone.
- Responds to review requests quickly
- Summarizes the requested date range
- Keeps work connected to the source email
Setup
Build it in a few focused steps.
- 1Connect Outlook and Brex in Notis once.
- 2Create an automation and describe how to retrieve card transactions from qualifying emails.
- 3Pick New Outlook Message as the trigger.
- 4Choose where run reports should go.
- 5Test with one real card review request.
Questions about this workflow
Can it focus on one card?
Yes. Include the card identity or context in the instruction.
Can it highlight unusual items?
Ask Notis to summarize exceptions using the transaction data returned by Brex.
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
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.