Keep Brex transactions from slipping past review
Get a scheduled view of recent Brex transactions, with the details that help you spot activity to revisit without reopening another dashboard.
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
Transaction review gets postponed when it means switching tools, scanning a long list, and remembering what deserves follow-up.
- Bring recent transactions into a single scheduled review.
- Reduce time spent scanning spend activity manually.
- Keep a run report available in your chosen channel.
Setup
Build it in a few focused steps.
- 1Connect AnyDB and Brex once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Tell Notis to retrieve recent Brex transactions and summarize notable activity for review.
- 4Choose a recurring schedule and select where run reports should go.
- 5Test the automation with one real example and confirm the report is useful.
Questions about this workflow
Can this workflow decide which transactions are unusual?
Notis can summarize the transaction data Brex returns, but you should provide the rules or baseline you want it to use. Without that context, it can report details but should not claim an item is unusual.
Can it run without a transaction event from AnyDB?
Yes. This workflow uses a Notis schedule because AnyDB has no listed trigger events.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link AnyDB to Brex. A trigger fires from one place; an action lands in another.
AnyDB 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.
AnyDB 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.