Turn expense emails into a clear Brex review
Stop hunting through Brex after every expense email. Notis gathers the relevant expenses and summarizes what needs attention.
Trigger
New Outlook Message
Triggered when a new message is received in the Outlook mailbox.
Action
Get Expenses
Get expenses for a date range.
Why this helps
Expense requests arrive in email, then disappear under other work before anyone checks Brex.
- Keeps expense follow-up tied to the original email
- Surfaces date-range expenses in one summary
- Reduces manual searching across tools
Setup
Build it in a few focused steps.
- 1Connect Outlook and Brex in Notis once.
- 2Create an automation and describe the expense review outcome in one instruction.
- 3Pick New Outlook Message as the trigger.
- 4Choose where run reports should go.
- 5Test with one real expense email.
Questions about this workflow
Can Notis filter by the email topic?
Yes. Tell Notis what wording, sender, or context to use when deciding which expenses to review.
What does the report include?
It can summarize matching Brex expenses and call out missing details or follow-up questions.
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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