Keep Brex account statements in your monthly routine
Make statement retrieval a predictable part of your finance rhythm, with a short summary of what Brex provides.
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 collection often becomes a last-minute task when nobody owns the recurring reminder to check Brex.
- Put statement retrieval on a recurring schedule.
- Summarize the statement records Brex returns.
- Reduce the chance of forgetting a monthly finance task.
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 it.
- 3Tell Notis to retrieve available Brex account statements and summarize them for the period you need to review.
- 4Choose a recurring schedule and select where run reports should go.
- 5Test with one real example and confirm the returned statement information is useful.
Questions about this workflow
Does this download statement files?
The listed action retrieves account statements. The workflow can summarize the returned information but should not promise a file download unless Brex returns one.
Can I make this align with month end?
Yes. Choose a recurring schedule that fits your close routine and describe the statement period in the instruction.
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
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