Turn recurring Brex spend reviews into a Slack digest
Get a scheduled summary of Brex spend in Slack, with notable transactions grouped into a readable review and follow-up list.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Post message to channel
Deprecated: posts a message to a slack channel, direct message, or private channel. use `send message` instead.
Why this helps
A manual spend review often means reopening the same reports and rebuilding context each time, making trends and outstanding questions easy to miss.
- Bring recurring spend review information into Slack on a predictable cadence.
- Reduce repeated report browsing by asking Notis to summarize the data it can access.
- Keep notable transactions and unresolved questions visible to the team.
Setup
Build it in a few focused steps.
- 1Connect Brex and Slack once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it for the spend review.
- 3In one instruction, ask Notis to review available Brex spend data and post notable activity, open questions, and follow-ups in Slack.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real example and confirm the summary reflects the Brex data available to Notis.
Questions about this workflow
Can Notis report a trend or baseline that Brex does not provide?
Not by itself. Ask for summaries of available data, and provide any custom thresholds, historical baseline, or business context the review should use.
Where does the digest appear?
The automation posts its digest using the selected Slack message action. The actual destination should be described in the automation instruction or chosen in the available Slack action flow.
How often can this run?
Choose the recurring schedule in the Notis automation trigger. Use a cadence that matches your team's review routine.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Brex to Slack. A trigger fires from one place; an action lands in another.
Brex triggers
Slack actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Set snooze duration
Deprecated: turns on do not disturb mode for the current user, or changes its duration. use `set dnd duration` instead.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Add a custom emoji to a Slack team
Deprecated: adds a custom emoji to a slack workspace given a unique name and an image url. use `add emoji` instead.
Add an emoji alias
Adds an alias for an existing custom emoji in a slack enterprise grid organization.
Add a remote file
Adds a reference to an external file (e.g., google drive, dropbox) to slack for discovery and sharing, requiring a unique `external id` and an `external url` accessible by slack.
Add a star to an item
Stars a channel, file, file comment, or a specific message in slack.
Add call participants
Registers new participants added to a slack call.
Add emoji
Adds a custom emoji to a slack workspace given a unique name and an image url; subject to workspace emoji limits.
Add reaction to message
Adds a specified emoji reaction to an existing message in a slack channel, identified by its timestamp; does not remove or retrieve reactions.
Connect any two apps with Notis in the middle.
Brex and Slack, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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