Prepare quarterly Brex statement briefs
Start quarterly finance review with the statements and highlights already organized.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Account Statements
Get account statements.
Why this helps
Statement review becomes slow when documents and observations are assembled at the last minute.
- Start review with organized statements
- Highlight changes across periods
- Reduce preparation overhead
Setup
Build it in a few focused steps.
- 1Connect 0CodeKit and Brex once in the Notis portal.
- 2Create an automation and name the quarterly statement brief.
- 3Describe the statement periods and comparisons Notis should summarize.
- 4Pick a quarterly schedule and choose where run reports should go.
- 5Test with the latest available statement period.
Questions about this workflow
Can it compare two quarters?
Yes, specify both periods and ask for a concise comparison.
Does it file statements elsewhere?
No, it retrieves and summarizes them in the selected run report channel.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link 0CodeKit to Brex. A trigger fires from one place; an action lands in another.
0CodeKit 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.
0CodeKit and Brex, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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