Check Brex company cash accounts
Keep cash account visibility current without adding another dashboard habit.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Company Cash Accounts
Get company cash accounts.
Why this helps
Cash context is often missing when founders need a quick financial decision.
- Improve cash awareness
- Support faster planning decisions
- Keep account checks consistent
Setup
Build it in a few focused steps.
- 1Connect 1Password and Brex in the Notis portal.
- 2Create an automation describing the cash account check and summary.
- 3Choose notis_cron and set the cadence.
- 4Select a report channel and test with the current cash accounts.
Questions about this workflow
Can the report focus on one account?
Yes, name the account or criteria in the instruction.
Does it transfer funds?
No. It only retrieves company cash account details.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link 1password to Brex. A trigger fires from one place; an action lands in another.
1password 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.
1password and Brex, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Brex.