See company cash accounts in one scheduled report
Have Notis retrieve the Brex company cash accounts on a schedule and summarize the returned details for quick reference.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Company Cash Accounts
Retrieve the company's cash accounts and balances.
Why this helps
Routine cash account checks can interrupt focused work when you have to reopen Brex just to get an overview.
- Get an account overview on a schedule.
- Reduce repeated navigation for routine checks.
- Keep the returned information in a concise report.
Setup
Build it in a few focused steps.
- 1Connect Abstract and Brex once in the Notis portal.
- 2Create an automation and describe the account overview you want.
- 3Ask Notis to retrieve Brex company cash accounts and summarize the returned details; use Abstract only if you provide related email data to validate.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real run.
Questions about this workflow
Does this calculate cash runway?
The action retrieves company cash accounts, but a runway calculation needs spending history and assumptions. Supply those inputs if you want Notis to estimate it.
Will the report include account statements?
No, this uses the cash accounts action. Account statements require a separate workflow using Get Account Statements.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Abstract to Brex. A trigger fires from one place; an action lands in another.
Abstract triggers
Brex actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Budget
Create a budget for a department or project.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Add Webhook Group Members
Create Card
Create a card and assign it to a user.
Archive Budget
Create Department
Create a department.
Archive Spend Limit
Create Expense
Create an expense.
Create Location
Create a location.
Connect any two apps with Notis in the middle.
Abstract and Brex, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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