Connect Brex to Slack like Magic

How to Use Magical to Transfer Data from Brex to Slack

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Transfer Data from Brex to Slack: A Step-by-Step Guide

With Magical, you can transfer data from Brex to Slack in seconds – no complex integrations or code required. In this post, we'll discuss what Magical is, how to install it, and how to use Magical to transfer data from Brex to Slack, helping you streamline your financial management and communication processes.

What Brex data can you transfer

Magical enables you to transfer a wide array of data from Brex to Slack. Here are some examples of the information you can extract:

Transaction Details
Cardholder Name
Expense Category
Receipt Image

And move more types of information by creating your own custom labels.

How to Transfer data from Brex to Slack using Magical?

Now that you have the Magical Chrome extension installed, let's discuss how to transfer data from Brex to Slack for more efficient financial management. Follow these steps:

  1. Sign in to your Brex account and open the transaction containing the data you want to transfer, such as transaction details and receipt images.

  2. In Brex, label the information you want to transfer with Magical, like Transaction Details, Cardholder Name, or Expense Category.

  3. Sign in to your Slack account and open the channel where you want to add the Brex data.

  4. Type "//" in the message box and select the information you want to transfer from Brex such as Transaction Details, Cardholder Name, etc.

  5. The next time you post a message, Magical will automatically transfer all the fields into the message with one click.

About Brex and Slack

Efficient financial management and communication are crucial to maintaining a smooth business operation. Brex is a powerful corporate card for startups and Slack is a robust communication platform. Combining the capabilities of these two platforms can significantly enhance your financial management efforts. By leveraging Magical, you can easily move information from Brex to Slack, allowing you to focus on managing your finances and improving team communication.

Other ways to connect Brex and Slack

Using an API

An additional approach to integrate Brex and Slack is by directly utilizing their APIs. By integrating both APIs, you empower finance and communication teams with real-time transaction insights, fostering improved communication and a superior financial management experience. To employ this method, refer to their respective API documentation.

Common Questions

WHAT IS MAGICAL

Magical is an agentic AI platform that deploys AI Employees to handle complex, end-to-end workflows across your systems—without APIs, integrations, or engineering lift. Instead of simple data extraction, Magical’s AI understands your workflows, navigates interfaces, makes decisions, and completes tasks just like a trained team member would.

Whether it’s moving data between applications, verifying information, completing multi-step processes, or monitoring queues, Magical automates work reliably and transparently. You can watch every click, see every decision, and trust that your AI Employees are completing work with accuracy, speed, and full auditability.

HOW TO INSTALL MAGICAL

The first step is to book a demo. Our team will walk you through how Magical’s AI Employees work, what’s possible for your organization, and where automation can have the biggest impact.

After the demo, you’ll be paired with a dedicated AI Deployment Engineer who will guide you through setting up your first automation. Most teams go live in about a week—no integrations, no IT lift, and no lengthy configuration. Just a clear workflow, a quick build, and your first AI Employee up and running.

Ready to automate with Magical?

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