Turn Brex transactions into a weekly spend briefing
Start the week with one clear view of company spending and the transactions that may need a closer look.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Transactions
Retrieve settled transactions from the primary account.
Why this helps
Spend reviews often get delayed when transactions are scattered across tools and there is no time to inspect them one by one.
- Review a concise transaction digest on a schedule.
- Surface notable transactions for follow-up.
- Reduce manual context switching during 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 it.
- 3Tell Notis to retrieve Brex transactions for the review period and summarize notable spend and items to inspect.
- 4Choose a recurring schedule and select where run reports should go.
- 5Test with one real example and confirm the summary is useful.
Questions about this workflow
What does this workflow use Airtop for?
Airtop can run a browser workflow to gather authorized context from a site. Notis then retrieves Brex transactions and prepares the spend summary.
Can Notis identify whether a transaction is unusual?
It can flag transactions that look notable in the returned data, but a company-specific baseline or policy must be supplied if it is not available in 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.