Start your finance review with a Brex spend digest
Get the transaction picture in one scheduled report, so your finance review starts with the numbers instead of another round of tab switching.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Transactions
Get transactions for a date range.
Why this helps
A recurring spend review can be delayed when someone has to remember to gather transactions from Brex before getting started.
- Receive transaction information on a predictable schedule.
- Reduce the time spent gathering spend data before a finance review.
- Ask Notis to call out patterns visible in the returned transactions.
Setup
Build it in a few focused steps.
- 1Connect Brex once in the Notis portal; connect Box too if your finance review depends on Box documents.
- 2Create an automation in Automations, New Automation, and give it a name.
- 3Tell Notis to retrieve Brex transactions for the prior review period and summarize notable spend, missing context, and items needing follow-up.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one run and check the date range and summary against Brex.
Questions about this workflow
Does this workflow read Box finance documents?
This workflow uses the Brex transaction action. Connect Box only if you want to include Box documents in the prompt and those documents are available to Notis.
Can it compare this week with last week?
Only if the needed prior-period data is retrieved or supplied. The prompt should state the date range and ask Notis to flag when comparison data is unavailable.
Does the report change any Brex records?
No. It retrieves transactions and summarizes them in the run report.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Box to Brex. A trigger fires from one place; an action lands in another.
Box triggers
Brex actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Budget
Create a new budget for departments or projects.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Card
Create a new card and assign it to a user.
Collaboration Details Changed
Triggers when a collaboration's details change (e.g., role, status, expiration). This trigger monitors a specific collaboration and detects when any meaningful field changes, such as role, status, expiration date, access type, or acknowledgment status.
Create Department
Create a new department.
Comment Changed
Triggers when a comment's content or details change in Box. This trigger monitors a specific Box comment and detects when any meaningful field changes, such as message text edits, tagged message changes, or modification timestamp updates.
Create Expense
Create a new expense.
New File Comment Added
Triggers when a new comment is added to a file in Box. This trigger monitors a specific Box file and fires when new comments are detected.
Create Location
Create a new location.
File Metadata Changed
Triggers when a file's metadata or properties change in Box. This trigger monitors a specific Box file and fires when changes are detected in key fields like name, description, size, modification time, parent folder, or status.
Create Job Title
Create a new job title.
File Shared Link Changed
Triggers when a file's shared link settings change in Box. This trigger monitors a specific Box file's shared link and fires when changes are detected in the shared link configuration, such as access level, permissions, password protection, expiration date, or vanity URL.
Create User
Create a new user in the brex account.
New File Version Uploaded
Triggers when a new file version is uploaded to a file in Box. This trigger monitors a specific Box file and fires when new versions are detected.
Create Vendor Card
Create a new vendor card.
Connect any two apps with Notis in the middle.
Box and Brex, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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