Bring Brex account statements into a scheduled brief
Keep statement review on the calendar and get a concise report of the statement information returned.
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 get postponed when they require remembering to log in and locate the right records.
- Create a recurring statement review checkpoint.
- Summarize statement information returned from Brex.
- Send the brief to a report channel your team checks.
Setup
Build it in a few focused steps.
- 1Connect Ai ml api and Brex once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it for statement review.
- 3In one instruction, tell Notis which statement period to retrieve and what details to summarize from the returned records.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real example and verify the statement details against Brex.
Questions about this workflow
Does this workflow pay statements?
No. The listed action retrieves account statements and does not make payments.
Can it reconcile statements to transactions?
Only if the relevant statement and transaction details are available to the workflow. The listed action alone does not describe a reconciliation operation.
What if the statement period is not available?
Have the run report identify the missing period or returned data so someone can follow up.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Ai ml api to Brex. A trigger fires from one place; an action lands in another.
Ai ml api 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.
Ai ml api 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.