Match vendor emails to Brex transactions
When a vendor or teammate asks about a charge, Notis finds the likely Brex transaction and reports the details.
Trigger
New Outlook Message
Triggered when a new message is received in the Outlook mailbox.
Action
Get Transactions by Description
Get transactions filtered by description text.
Why this helps
You know the vendor name from an email but still have to search Brex manually.
- Links incoming questions to likely transactions
- Cuts repetitive Brex searches
- Creates a ready-to-send investigation summary
Setup
Build it in a few focused steps.
- 1Connect Outlook and Brex in Notis once.
- 2Create an automation and describe how to search transaction descriptions from each relevant email.
- 3Pick New Outlook Message as the trigger.
- 4Choose where run reports should go.
- 5Test with one real vendor inquiry.
Questions about this workflow
Can it handle partial vendor names?
Yes. Ask Notis to search using the vendor wording and nearby context from the message.
Does it change any Brex data?
No. This workflow only retrieves and summarizes matching transactions.
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.