Prepare expenses when a finance review is scheduled
When a new finance review event appears in Google Calendar, Notis can retrieve expenses for the stated period and prepare a summary.
Trigger
Event Created
Polling trigger that fires when a new calendar event is created. Returns event ID, summary, start/end times, and organizer info.
Action
Get Expenses
Get expenses for a date range.
Why this helps
A meeting can be scheduled without anyone gathering the financial records needed to make it useful.
- Start preparation when a review is put on the calendar.
- Gather expenses for a period stated in the event details.
- See a summary with the run report.
Setup
Build it in a few focused steps.
- 1Connect Google Calendar and Brex once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Tell Notis to retrieve expenses for the period specified in a finance review event and summarize the results.
- 4Pick the Event Created trigger and choose the report channel.
- 5Test with one real finance review event.
Questions about this workflow
Does Notis know which date range the meeting covers?
Only if the range is stated in the event details or your instruction defines a default period.
Does the summary get added to the calendar event?
No. The Brex action retrieves expenses, and the automation run report goes to the channel you choose.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Google Calendar to Brex. A trigger fires from one place; an action lands in another.
Google Calendar triggers
Brex actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Budget
Create a new budget for departments or projects.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Card
Create a new card and assign it to a user.
Attendee Response Changed
Polling trigger that fires when any attendee's RSVP changes to accepted, declined, or tentative. Returns attendee info and current status.
Create Department
Create a new department.
Event Canceled or Deleted
Triggers when a Google Calendar event is cancelled or deleted. Returns minimal data: event_id, summary (if available), and cancellation timestamp.
Create Expense
Create a new expense.
Event Starting Soon
Triggers when a calendar event is within a configured number of minutes from starting. Returns event details, time remaining, attendees, and join links when available.
Create Location
Create a new location.
Calendar Event Changes
**SOON TO BE DEPRECATED** - Use Calendar Event Sync (polling trigger) instead. Real-time webhook trigger for calendar event changes. Returns event metadata only. For full event data, use Calendar Event Sync (polling trigger).
Create Job Title
Create a new job title.
Event Created
Polling trigger that fires when a new calendar event is created. Returns event ID, summary, start/end times, and organizer info.
Create User
Create a new user in the brex account.
Calendar Event Sync
Polling trigger that returns full event data including details, attendees, and metadata. For real-time notifications with basic info, use Calendar Event Changes (webhook).
Create Vendor Card
Create a new vendor card.
Connect any two apps with Notis in the middle.
Google Calendar and Brex, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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