Make campaign expense review a predictable weekly habit
A scheduled Notis run can retrieve recent Brex expenses and compare their descriptions with active SureContact campaigns, surfacing records that may need a second look.
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
Campaign expenses are easy to overlook when finance and marketing reviews happen in separate sessions.
- Creates a regular checkpoint for campaign-related spend.
- Highlights expenses that may need context or follow-up.
- Reduces the need to remember a one-off review.
Setup
Build it in a few focused steps.
- 1Connect SureContact and Brex to Notis once in the portal.
- 2Create an automation in the portal or ask Notis to set up the recurring review.
- 3Use one plain-language instruction asking Notis to retrieve recent Brex expenses and compare them with active SureContact campaign context, reporting items that may need review.
- 4Select a weekly schedule and choose where run summaries should be sent.
- 5Review one scheduled result and adjust the instruction if campaign matching needs clearer guidance.
Questions about this workflow
Does this change or approve expenses?
No. The workflow retrieves expenses and reports potential campaign matches for review.
Why use a schedule here?
A weekly check is useful even when no single SureContact event reliably signals that all campaign spend is ready to review.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link SureContact to Brex. A trigger fires from one place; an action lands in another.
SureContact 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.
Create Department
Create a new department.
Create Expense
Create a new expense.
Create Location
Create a new location.
Create Job Title
Create a new job title.
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.
SureContact and Brex, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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