Start your weekly spend review with a brief
Get a scheduled snapshot of Brex spending details ready for your next 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
A recurring spend check can slip when someone has to gather and condense the same information every week.
- Put a recurring review document in Drive.
- Make unusual or unclear entries easier to spot.
- Keep the review prompt consistent week to week.
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 the Brex spend information available for the review period and create a dated Drive document.
- 4Choose a recurring schedule and select where run reports should go.
- 5Test with one real spend review example.
Questions about this workflow
Can this show week-over-week changes?
Only if the needed current and prior-period information is available to Notis. If it is not provided, the brief should say that a comparison is unavailable.
Where does the brief go?
The automation creates a Google Drive document. You choose where Notis sends run reports during setup.
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.