Start each month with a fresh spend snapshot
Create a new spreadsheet artifact for each reporting run so the snapshot is easy to share and revisit.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create a Google Sheet
Creates a new google spreadsheet in google drive using the provided title.
Why this helps
Month-end spend summaries take longer when the data must first be gathered and arranged by hand.
- Create a distinct spreadsheet for a reporting run.
- Gather available Brex spend data into a shareable artifact.
- Make recurring month-end reporting easier to start.
Setup
Build it in a few focused steps.
- 1Connect Brex and Google Sheets once in the Notis portal.
- 2Create an automation named Monthly Brex spend snapshot.
- 3Tell Notis to retrieve the available data for the reporting period and create a Google Sheet with a concise spend summary.
- 4Pick a monthly schedule and choose where run reports should go.
- 5Test with a real reporting period and review the created spreadsheet.
Questions about this workflow
Will the spreadsheet contain a chart?
This workflow creates a spreadsheet. If you need a chart, describe that requirement and ensure the data is arranged in a suitable existing or newly created sheet.
Which dates are included?
Specify the reporting period in your instruction. The data available from Brex must cover that period.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Brex to Google Sheets. A trigger fires from one place; an action lands in another.
Brex triggers
Google Sheets actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Add Sheet to Spreadsheet
Adds a new sheet (worksheet) to a spreadsheet. use this tool to create a new tab within an existing google sheet, optionally specifying its title, index, size, and other properties.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Aggregate Column Data
Searches for rows where a specific column matches a value and performs mathematical operations on data from another column.
Append Dimension
Tool to append new rows or columns to a sheet, increasing its size. use when you need to add empty rows or columns to an existing sheet.
Batch get spreadsheet
Retrieves data from specified cell ranges in a google spreadsheet; ensure the spreadsheet has at least one worksheet and any explicitly referenced sheet names in ranges exist.
Batch update spreadsheet
Updates a specified range in a google sheet with given values, or appends them as new rows if `first cell location` is omitted; ensure the target sheet exists and the spreadsheet contains at least one worksheet.
Batch Update Values by Data Filter
Tool to update values in ranges matching data filters. use when you need to update specific data in a google sheet based on criteria rather than fixed cell ranges.
Clear Basic Filter
Tool to clear the basic filter from a sheet. use when you need to remove an existing basic filter from a specific sheet within a google spreadsheet.
Clear spreadsheet values
Clears cell content (preserving formatting and notes) from a specified a1 notation range in a google spreadsheet; the range must correspond to an existing sheet and cells.
Connect any two apps with Notis in the middle.
Brex and Google Sheets, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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