See the week's Brex spend in Airtable
Turn a recurring spend review into a short, searchable Airtable snapshot.
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 weekly spend check can turn into a manual hunt through transactions and totals.
- Create a recurring record of spend summaries.
- Keep weekly reviews in a searchable table.
- Make unusual changes easier to spot when the needed comparison data is available.
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 review the available Brex spend data for the period and create Airtable records with a concise summary and supporting details.
- 4Choose a recurring schedule and select where run reports should go.
- 5Test with one real reporting period and check the resulting records.
Questions about this workflow
Can Notis compare this week with prior weeks?
It can compare periods when the relevant prior-period data is available to the automation. Otherwise, provide a baseline or ask for a snapshot only.
Does the schedule retrieve Brex data automatically?
The automation can use Brex data available through the connected integration. Confirm the requested data is accessible when you test it.
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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