Give each monthly Brex review a clear place
Create a dated section on schedule so the team has a predictable home for that month's spend review tasks.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create a section in a project
Creates a new section in a project, optionally positioned relative to an existing section in the same project, and returns the full record of the new section.
Why this helps
Monthly review work can scatter across old tasks and conversations when there is no obvious place for the current cycle.
- Provide a consistent place for monthly review work.
- Make the current review cycle easy to distinguish from prior periods.
- Reduce setup effort at the start of each month.
Setup
Build it in a few focused steps.
- 1Connect Brex and Asana once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name.
- 3Tell Notis to create a section named for the current month in the specified Asana project for Brex spend review tasks.
- 4Choose the notis_cron trigger, set it to run at the start of the review cycle, and select where run reports should go.
- 5Test with one real project and verify the section name and location.
Questions about this workflow
Does this action create a project too?
No. It creates a section in an existing project, which must be identified in the instruction or available context.
Can it put tasks into the new section?
This workflow creates the section only. Adding existing tasks requires a separate task and section identification step.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Brex to Asana. A trigger fires from one place; an action lands in another.
Brex triggers
Asana actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Add Followers to Task
Tool to add followers to a task in asana. use this tool when you need to add one or more users as followers to a specific task. this will notify them of updates to the task.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Add Supporting Relationship to Goal
Tool to add a supporting goal relationship to a goal. use when you want to link a project, task, portfolio, or another goal as a supporting resource to a specific goal in asana.
Add task to section
Adds an existing task to a section, optionally positioning it before or after another task in that section; if no position is specified, the task is added to the end.
Create Allocation
Creates a new allocation. use when you need to schedule or assign a specific amount of a user's time per week to a task or project within a defined period.
Create a project
Creates a new asana project, requiring either a `workspace` or `team` gid for association, and returns the full project details.
Create a tag in a workspace
Creates a new tag, with properties like name and color defined in the request body, within a specific asana workspace (using `workspace gid`); this tag helps categorize tasks, is confined to the workspace, and is not automatically applied to tasks.
Create task in asana with specific details
Creates a new asana task; requires 'workspace', 'parent', or 'projects' for association, and 'followers', 'projects', 'tags' are set only at creation.
Create Attachment for Task
Tool to upload an attachment to a task. use when you need to attach a file to a specific task in asana.
Connect any two apps with Notis in the middle.
Brex and Asana, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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