Set a monthly Brex expense review
Give expense review a dependable starting point so it is less likely to slip behind other work.
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
Reviewing expenses can become a large, unpleasant catch-up task when there is no regular cue.
- Create a steady review rhythm.
- Reduce the effort of remembering to gather expense records.
- Make expense follow-up easier to begin in manageable intervals.
Setup
Build it in a few focused steps.
- 1Connect Brex to Notis once in the portal.
- 2Create an automation in the portal, or ask Notis to create it conversationally.
- 3Describe in one plain-language instruction that Notis should retrieve Brex expenses for the period being reviewed.
- 4Choose a monthly recurring trigger and the channel for run reports.
- 5Test one run and confirm it retrieves the intended review period.
Questions about this workflow
Does the workflow approve or change expenses?
No. It retrieves expenses for review; the listed action does not approve or edit them.
Can I choose the reporting cadence?
Yes. Select a monthly schedule that suits your review routine.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Slack to Brex. A trigger fires from one place; an action lands in another.
Slack 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 Channel Created Trigger
Triggered when a new channel is created in Slack.
Create Department
Create a new department.
Channel Message Received
Triggered when a message is posted in a Slack channel (public, private, or multi-party IM). Does NOT match direct messages.
Create Expense
Create a new expense.
Direct Message Received
Triggered when a new direct message (DM) is sent to a user in Slack. Catches all DMs across all DM channels.
Create Location
Create a new location.
Message Reaction Added
Triggered when a reaction is added to a message in Slack. Supports optional filtering by channel and emoji name.
Create Job Title
Create a new job title.
Message Reaction Removed
Triggered when a reaction is removed from a message in Slack. Supports optional filtering by channel and emoji name.
Create User
Create a new user in the brex account.
Reaction Added Trigger
DEPRECATED: use `SLACK_MESSAGE_REACTION_ADDED` instead. Triggered when a reaction is added to a message in Slack.
Create Vendor Card
Create a new vendor card.
Connect any two apps with Notis in the middle.
Slack and Brex, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Brex.