Keep Brex expenses visible with a scheduled review
Get a regular view of Brex expenses without remembering to open another dashboard and scan it yourself.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Expenses
Why this helps
Expense reviews get pushed aside when they depend on remembering to check Brex and interpret a long list of records.
- Put expense review on a recurring schedule.
- Receive a compact report in a familiar channel.
- Surface records for follow-up without claiming unsupported categorization.
Setup
Build it in a few focused steps.
- 1Connect Brex once in Notis.
- 2Create an automation in Automations, New Automation, or tell Notis from any channel.
- 3In one instruction, specify the expense date range to review and the details to include in the summary.
- 4Choose the Notis recurring schedule trigger and set the cadence.
- 5Choose a report channel and test with one real expense review.
Questions about this workflow
Can this identify which expenses belong to Acculynx jobs?
Only if the returned expense data contains a usable job reference or you supply a reliable way to identify it. Otherwise the report should list expenses without assigning project links.
Does the schedule trigger fetch Acculynx updates?
No. This workflow starts on a Notis schedule and retrieves Brex expenses using the listed Brex action.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Acculynx to Brex. A trigger fires from one place; an action lands in another.
Acculynx 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
Adds valid webhook subscriptions to an existing group; groups are for partner accounts only.
Create Card
Create a card and assign it to a user.
Archive Budget
Irreversibly archives a budget, blocking new expenses and transactions and removing it from active lists.
Create Department
Create a department.
Archive Spend Limit
Archives a spend limit, hiding it from the UI and preventing it from authorizing future transactions.
Create Expense
Create an expense.
Create Location
Create a location.
Connect any two apps with Notis in the middle.
Acculynx 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.