Capture Brex expenses from Slack DMs
Give expense details sent privately a reliable path into Brex, without relying on memory later.
Trigger
Direct Message Received
Triggered when a new direct message (DM) is sent to a user in Slack. Catches all DMs across all DM channels.
Action
Create Expense
Create a new expense.
Why this helps
Expense information in a DM can disappear from attention among unrelated messages.
- Capture private expense reports before they are forgotten.
- Reduce the effort of switching tools to re-enter a report.
- Keep a run report for a quick check on automation activity.
Setup
Build it in a few focused steps.
- 1Connect Slack and Brex to Notis once in the portal.
- 2Create the automation in the portal, or ask Notis to set it up in conversation.
- 3In one plain-language prompt, ask Notis to create a Brex expense when a DM clearly reports a business expense with usable details.
- 4Choose the Slack direct message trigger and where Notis should report runs.
- 5Test with one real expense report sent by DM.
Questions about this workflow
Does this trigger on channel posts?
No. This workflow uses Slack's direct message trigger; channel messages use a separate trigger.
Can I limit it to expense reports?
Yes. Describe the required intent and minimum usable context in the prompt.
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
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No card. Works with personal or business Brex.