Review merchant labels on a schedule
Make recurring expense cleanup easier by resolving labels in one focused report.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Transaction Info
This tool converts payment transaction labels into detailed merchant brand information. it takes a transaction label (like what you see on your credit card statement) and returns comprehensive brand data (including logos, colors, fonts, and company information). it is useful for identifying merchants and enriching transaction data with detailed brand information.
Why this helps
Unresolved merchant labels pile up until finance review becomes a stressful catch up task.
- Reduce finance backlog
- Clarify recurring vendors
- Focus review on uncertain labels
Setup
Build it in a few focused steps.
- 1Connect Brandfetch in Notis once and provide the transaction label list.
- 2Create an automation and describe the merchant review summary.
- 3Tell Notis to retrieve Brandfetch merchant information for each label and highlight uncertain or unmatched results.
- 4Choose a recurring schedule trigger.
- 5Select a report channel and test with a small label set.
Questions about this workflow
Can this support a weekly review?
Yes. Choose the recurring schedule that fits your finance process.
What should happen to uncertain labels?
Ask Notis to group them for manual confirmation and include the original labels.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Todoist to Brandfetch. A trigger fires from one place; an action lands in another.
Todoist triggers
Brandfetch actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Get Brand Information
This tool retrieves comprehensive brand information including logos, colors, fonts, and company details for any brand using their domain name, brand id, isin, or stock ticker symbol. it provides access to a brand's complete visual identity and company information.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Get Company Information
This action retrieves detailed company information for a given brand identifier. while the brandfetch get brand info tool provides general brand information, this tool specifically focuses on extracting and returning the company-related firmographic data from the response.
New Task Created
Trigger when a new task is added to Todoist.
Get Brand Logo
This tool fetches the latest logo for any brand using brandfetch's brand api. it provides access to high-quality, up-to-date logos with customizable dimensions. the tool supports different logo types (icon, logo, symbol) and themes (light, dark).
Get Transaction Info
This tool converts payment transaction labels into detailed merchant brand information. it takes a transaction label (like what you see on your credit card statement) and returns comprehensive brand data (including logos, colors, fonts, and company information). it is useful for identifying merchants and enriching transaction data with detailed brand information.
Identify Merchant from Transaction
This tool identifies merchant brands from raw transaction data in a single call. it processes unstructured payment text (e.g., credit card transaction descriptions), maps it to a domain, and returns comprehensive brand details including name, logo, domain, and industry information.
Search Brands
This tool allows searching for brands by name and returns matching brand information. it enables searching and matching brand names to their corresponding urls and icons, providing rich autocomplete experiences.
Connect any two apps with Notis in the middle.
Todoist and Brandfetch, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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