Give recurring Brex charges a review path
Surface subscription and recurring spend that merits attention, then track the review in Asana with the charge context attached.
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
Recurring charges are easy to overlook when they blend into transaction volume and no one has a regular review reminder.
- Create a scheduled checkpoint for recurring charges.
- Make potential cancellation or ownership reviews visible as tasks.
- Include the transaction history Notis can access to reduce investigation time.
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 review available Brex transactions for recurring charges that merit review and create an Asana task with the charge context and suggested next step.
- 4Choose the notis_cron trigger, set the schedule, and select where run reports should go.
- 5Test with one real recurring charge and confirm the task avoids duplicating an existing review.
Questions about this workflow
How does it identify recurring charges?
Notis can look for patterns in the transaction data available through Brex. The review is limited by the history and details Brex makes available.
Can it tell whether a subscription is still needed?
Transaction history alone may not show business need. The task can request a review, but the owner or requester should supply the business context.
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
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Asana.