Get scheduled Brex transaction recaps
Put a recurring transaction review on the calendar and receive a concise summary where you already check run reports.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Transactions
Get transactions for a date range.
Why this helps
Routine spend reviews get pushed back when they depend on remembering to open Brex and gather the data.
- Run a recurring transaction retrieval without remembering to start it.
- Summarize returned transaction data for a faster review.
- Send run reports to a channel you already use.
Setup
Build it in a few focused steps.
- 1Connect 2chat and Brex once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name and prompt.
- 3Tell Notis to retrieve Brex transactions for the date range relevant to each run and summarize the results.
- 4Choose a schedule trigger and select where run reports should go.
- 5Test with one real example and confirm the date range and recap are useful.
Questions about this workflow
Which date range should the recap use?
State the date range rule in your instruction, such as the period since the prior run. The automation needs a clear range to retrieve.
Will this send a report to WhatsApp?
Run reports go to the channel you choose in Notis. This workflow uses 2chat as the connected source app but does not rely on a 2chat trigger.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link 2chat to Brex. A trigger fires from one place; an action lands in another.
2chat 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.
2chat and Brex, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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