Review account statements with partner activity in view
Bring statement context into your recurring Adtraction review and send the findings where you work.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Account Statements
Retrieve finalized statements for the primary cash account.
Why this helps
Statement checks often get deferred when they compete with daily partner and finance tasks.
- Make statement review a routine task.
- Keep statement context with affiliate activity.
- Receive report findings through your chosen channel.
Setup
Build it in a few focused steps.
- 1Connect Adtraction and Brex once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name the statement check.
- 3Describe the outcome: retrieve available Brex account statements and summarize relevant details alongside Adtraction activity for review.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real example and confirm the statement information returned.
Questions about this workflow
Can this reconcile statement lines automatically?
The action retrieves statements. Reconciliation requires enough transaction detail and criteria, so treat any proposed connection as a candidate for review.
Can I choose the reporting destination?
Yes. Choose where run reports should go when setting up the automation.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Adtraction to Brex. A trigger fires from one place; an action lands in another.
Adtraction 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.
Adtraction and Brex, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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No card. Works with personal or business Brex.