Put the monthly Brex spend summary where work happens
Give the team a concise monthly view of spend and a place to track any decisions or follow-ups it raises.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
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.
Why this helps
Spend insights can be available in reports but still fail to turn into a decision, owner, or follow-up.
- Bring a recurring spend snapshot into the team's work queue.
- Highlight changes and patterns visible in the available reporting period.
- Give reviewers a place to record decisions and next steps.
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 summarize available Brex spend analytics for the prior month and create an Asana task with key figures, notable changes, and questions requiring follow-up.
- 4Choose the notis_cron trigger, schedule it after month end, and select where run reports should go.
- 5Test with one real reporting period and verify the summary includes its date range and data context.
Questions about this workflow
What analytics can the summary include?
Notis can summarize analytics available through Brex, such as spend patterns and totals. Specify any categories or comparisons you want when those data are available.
Can it compare against a budget?
Yes, if the relevant budget baseline is available to Notis. If it is missing, provide it in the automation instruction or report request.
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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