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Notis

Log purchases as you confirm them

After you send a purchase confirmation, Notis can record the expense in Brex while the details are still fresh.

Trigger

New Sent Message

Triggered when a new message is sent from the Outlook mailbox.

Action

Create Expense

Create a new expense.

Why this helps

Expense entry gets postponed because the purchase context is buried in sent mail.

  • Captures purchases while context is fresh
  • Reduces end-of-month expense entry
  • Keeps confirmation details with the record

Setup

Build it in a few focused steps.

  • 1Connect Outlook and Brex in Notis once.
  • 2Create an automation and describe which sent purchase emails should create expenses.
  • 3Pick New Sent Message as the trigger.
  • 4Choose where run reports should go.
  • 5Test with one real purchase confirmation.

Questions about this workflow

Can it skip ordinary emails?

Yes. Define the purchase, reimbursement, or receipt language that qualifies.

What if an amount is missing?

Notis can report the missing amount instead of creating an incomplete expense, based on your instruction.

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.

TriggerScheduled

Create Budget

Create a new budget for departments or projects.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Create Card

Create a new card and assign it to a user.

ActionInstant

New Contact Added

Triggered when a new contact is added in the Outlook contacts.

TriggerInstant

Create Department

Create a new department.

ActionInstant

Calendar Event Changes

Triggered when a new calendar event occurs (created, updated, or deleted) in the Outlook calendar.

TriggerInstant

Create Expense

Create a new expense.

ActionInstant

New Calendar Event

Triggered when a new calendar event is created in the Outlook calendar.

TriggerInstant

Create Location

Create a new location.

ActionInstant

New Outlook Message

Triggered when a new message is received in the Outlook mailbox.

TriggerInstant

Create Job Title

Create a new job title.

ActionInstant

New Sent Message

Triggered when a new message is sent from the Outlook mailbox.

TriggerInstant

Create User

Create a new user in the brex account.

ActionInstant

Create Vendor Card

Create a new vendor card.

ActionInstant

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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