Keep key Brex account details easy to find
Get a recurring account brief so essential Brex account information is easier to revisit when needed.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Account Details
Why this helps
Account details are often only checked during urgent tasks, making routine oversight harder than it needs to be.
- Create a recurring account information check.
- Summarize the account details Brex returns.
- Make routine account review easier to complete.
Setup
Build it in a few focused steps.
- 1Connect Airtop and Brex once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name the brief.
- 3Tell Notis to retrieve Brex account details and summarize the information relevant to your review.
- 4Choose a recurring schedule and select where run reports should go.
- 5Test with one real example and confirm the returned details are appropriate for the report.
Questions about this workflow
Does this retrieve statements or transactions too?
No. It uses Get Account Details. Statements and transactions require separate actions.
Can I ask for a specific account detail in the brief?
Yes. Describe the detail you need, provided it is included in the information returned by Brex.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Airtop to Brex. A trigger fires from one place; an action lands in another.
Airtop 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.
Airtop 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.