See company card activity in a simple digest
Turn available company card spend details into a short document your team can review.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create a File from Text
Creates a new file in google drive from provided text content (up to 10mb), supporting various formats including automatic conversion to google workspace types.
Why this helps
Company card activity can pile up between reviews, making it harder to notice what needs a closer look.
- Gather relevant card activity in one readable document.
- Surface transactions that may need human review.
- Avoid manually compiling a recurring digest.
Setup
Build it in a few focused steps.
- 1Connect Brex and Google Drive once in the Notis portal.
- 2Create an automation from any channel or in Automations, New Automation.
- 3Tell Notis to summarize available company card activity for the period and create a Drive digest with items needing review called out.
- 4Choose a recurring schedule and select where run reports should go.
- 5Test with one real card activity example.
Questions about this workflow
Will the digest identify unauthorized transactions?
It can flag items for review based on the available information and criteria you provide. It does not determine authorization or replace a review.
Can it compare with a spending limit?
Only if the relevant limit is available to Notis or supplied with the request.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Brex to Google Drive. A trigger fires from one place; an action lands in another.
Brex triggers
Google Drive actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Add file sharing preference
Modifies sharing permissions for an existing google drive file, granting a specified role to a user, group, domain, or 'anyone'.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Copy file
Duplicates an existing file in google drive, identified by its `file id`.
Create Comment
Tool to create a comment on a file. use when you need to add a new comment to a specific file in google drive.
Create Shared Drive
Tool to create a new shared drive. use when you need to programmatically create a new shared drive for collaboration or storage.
Create File or Folder
Creates a new file or folder with metadata. use to create empty files or folders, or files with content by providing it in the request body (though this action primarily focuses on metadata creation).
Create a File from Text
Creates a new file in google drive from provided text content (up to 10mb), supporting various formats including automatic conversion to google workspace types.
Create a folder
Creates a new folder in google drive, optionally within a parent folder specified by its id or name; if a parent name is provided but not found, the action will fail.
Create Reply
Tool to create a reply to a comment in google drive. use when you need to respond to an existing comment on a file.
Connect any two apps with Notis in the middle.
Brex and Google Drive, 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 Google Drive.