Keep company cash account information easy to revisit
Bring Brex cash account information into a simple recurring overview for your finance routine.
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 become easy to defer when they are not part of a regular review and require another manual lookup.
- Make cash account visibility part of a routine.
- Summarize the information returned by Brex.
- Reduce extra steps in recurring finance reviews.
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 overview.
- 3Tell Notis to retrieve Brex company cash accounts and summarize the returned account information.
- 4Choose a recurring schedule and select where run reports should go.
- 5Test with one real example and confirm the information is appropriate for your report.
Questions about this workflow
Does this transfer or move money?
No. It retrieves company cash account information and summarizes it.
Can the report include a cash balance trend?
Only if the action returns the needed data over time or you provide a suitable history. This workflow does not assume a baseline that Brex does not return.
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.