Turn transaction requests into ready reports
Notis can read the requested period in an email and return a focused Brex transaction report.
Trigger
New Outlook Message
Triggered when a new message is received in the Outlook mailbox.
Action
Get Transactions
Get transactions for a date range.
Why this helps
Recurring transaction questions consume time because the same date-range search is repeated manually.
- Speeds recurring reporting
- Keeps the requested period explicit
- Reduces repeated searches
Setup
Build it in a few focused steps.
- 1Connect Outlook and Brex in Notis once.
- 2Create an automation and describe how to retrieve and summarize transactions from qualifying emails.
- 3Pick New Outlook Message as the trigger.
- 4Choose where run reports should go.
- 5Test with one real reporting request.
Questions about this workflow
Can it summarize by vendor or amount?
Yes. Tell Notis how to organize the returned transactions.
What if no date range is included?
Ask Notis to report the missing range instead of guessing.
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.