Make month-end Brex reconciliation easier to track
Start the close with a checklist of items that still need a human look.
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
Month-end review gets harder when unresolved transactions are buried in a long activity list.
- Collect review items in a structured checklist.
- Make unresolved items easier to assign and revisit in Airtable.
- Reduce repeated scanning of transaction activity.
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 identify month-end items that meet your reconciliation criteria and create Airtable checklist records with their available details.
- 4Choose a monthly schedule and select where run reports should go.
- 5Test with one real month-end example and confirm the checklist reflects your criteria.
Questions about this workflow
Can Notis know whether an item is reconciled?
Only if that status is available in the data it can access, or you provide the rule or status source. Otherwise, define the checklist criteria explicitly.
Does this close the books automatically?
No. It creates tracking records for reconciliation work and does not perform accounting close tasks.
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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