Review monthly Brex spend by category
Keep a compact monthly view of where company spend is going.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create multiple records
Creates multiple new records in a specified airtable table.
Why this helps
A total spend figure alone can hide which categories are driving the month's expenses.
- Create a monthly record for each available spend category.
- Make category-level review quicker to scan.
- Keep a history of summaries when each period is recorded.
Setup
Build it in a few focused steps.
- 1Connect Brex and Airtable once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Tell Notis to summarize monthly Brex spend by the categories present in the available data and create Airtable summary records.
- 4Choose a monthly schedule and select where run reports should go.
- 5Test with one real month and check that categories and totals are represented accurately.
Questions about this workflow
Will it create categories that Brex data does not contain?
No. It can summarize categories available in the connected data. Any custom category rules should be supplied in the instruction.
Can this show trends over time?
The Airtable records can preserve each monthly summary. Trend analysis depends on having comparable data for multiple periods.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Brex to Airtable. A trigger fires from one place; an action lands in another.
Brex triggers
Airtable actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create base
Creates a new airtable base with specified tables and fields within a workspace; ensure field options are valid for their type.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Comment
Creates a new comment on a specific record within an airtable base and table.
Create Field
Creates a new field within a specified table in an airtable base.
Create multiple records
Creates multiple new records in a specified airtable table.
Create a record
Creates a new record in a specified airtable table; field values must conform to the table's column types.
Create table
Creates a new table within a specified existing airtable base, allowing definition of its name, description, and field structure.
Delete Comment
Deletes an existing comment from a specified record in an airtable table.
Delete multiple records
Deletes up to 10 specified records from a table within an airtable base.
Connect any two apps with Notis in the middle.
Brex and Airtable, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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