Keep cash account reviews connected to current context
A scheduled Notis run can retrieve Brex company cash accounts and include relevant market or supplier context Agenty has collected for your planning review.
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
Cash account checks can become a context switch when current supplier or market research is kept elsewhere.
- Bring cash account details and relevant research into one report.
- Keep the report focused on context you define.
- Avoid treating market signals as financial advice or a decision.
Setup
Build it in a few focused steps.
- 1Connect Agenty and Brex once in Notis.
- 2Create an automation in Notis with a prompt describing the account details and research context to summarize.
- 3Tell Notis how to distinguish returned account data from external research and interpretation.
- 4Choose a recurring Notis schedule for the review.
- 5Choose where run reports go, then test with one real account and research example.
Questions about this workflow
Does this recommend a financial action?
The workflow summarizes account data and supplied research. Any decision rule or recommendation would need to be explicitly defined and reviewed by you.
Does the Brex action make a transfer?
No. The selected action retrieves company cash accounts.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agenty to Brex. A trigger fires from one place; an action lands in another.
Agenty 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.
Agenty 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.