See which Brex expenses still need attention
A scheduled review can collect expenses and highlight entries that appear incomplete or unresolved, so you can handle the exceptions in one focused pass.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Expenses
Get expenses for a date range.
Why this helps
Expense follow-up gets lost when incomplete items are scattered across the week.
- Collect expense records for a consistent review period.
- Focus attention on items with visible gaps or unresolved details.
- Receive one concise list in a channel you already use.
Setup
Build it in a few focused steps.
- 1Connect Brex once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a clear name.
- 3Describe in one instruction the expense period to review and which visible details count as needing follow-up; ask Notis to label uncertain cases.
- 4Pick a recurring schedule as the trigger and choose where run reports should go.
- 5Test with one real run and confirm the report accurately identifies follow-up items.
Questions about this workflow
Can Notis tell whether a receipt is missing?
Only if the retrieved expense details expose receipt or completion status. Define the available indicators or ask Notis to report records whose status needs manual review.
Does this automatically contact employees?
No. This workflow retrieves expenses and reports findings. Use the report to handle follow-up through your existing process.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Salesforce to Brex. A trigger fires from one place; an action lands in another.
Salesforce 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.
Account Created or Updated
Triggers when an Account is created or updated in Salesforce. Uses LastModifiedDate high-watermark to capture both creations and updates.
Create Department
Create a new department.
Contact Updated
Triggers when an existing Salesforce Contact record is modified. Emits changed fields alongside relevant timestamps.
Create Expense
Create a new expense.
Record Updated (Generic SObject)
Triggers when monitored fields change on any Salesforce SObject. You specify the SObject type and which field values should be returned in the payload. The trigger uses SystemModstamp to detect changes regardless of which specific field changed.
Create Location
Create a new location.
New Contact Trigger
Triggers when a new Contact is Created in Salesforce.
Create Job Title
Create a new job title.
New Lead Trigger
Triggers when a new Lead is created in Salesforce.
Create User
Create a new user in the brex account.
New or Updated Opportunity
Triggers when a Salesforce Opportunity is created or updated.
Create Vendor Card
Create a new vendor card.
Connect any two apps with Notis in the middle.
Salesforce 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.