Prepare a Brex transaction snapshot before a meeting
Before a finance meeting starts, Notis can retrieve transactions for the period in the event details and summarize the activity.
Trigger
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.
Action
Get Transactions
Get transactions for a date range.
Why this helps
Meeting time gets used to find records instead of discussing what they mean.
- Gather transaction data shortly before a scheduled review.
- Use the meeting details to identify the relevant period.
- Have a summary ready in the selected run report channel.
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 and summarize Brex transactions for the period stated in the upcoming finance meeting event.
- 4Select the Event Starting Soon trigger and choose its lead time and report channel.
- 5Test with one real meeting.
Questions about this workflow
Does this send the summary to meeting attendees?
No. Run reports go to the channel you choose. Share the summary through your normal process if attendees need it.
What if the event has no review period?
Include a default period in your instruction or add the period to the event details.
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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No card. Works with personal or business Brex.