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Notis

Keep a regular view of your Brex cards

Bring the current card list into your review routine without another manual search.

Trigger

Recurring schedule

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

Action

List Cards

List all cards associated with the account.

Why this helps

Card inventory checks can slip when they rely on someone remembering to open Brex and compile the current list.

  • Make card inventory available on a predictable schedule.
  • Reduce manual effort to assemble a review list.
  • Help reviewers decide whether any follow-up is needed.

Setup

Build it in a few focused steps.

  • 1Connect Brex once in the Notis portal.
  • 2Create an automation in Automations, New Automation, and name the card inventory review.
  • 3Tell Notis to list Brex cards and send a concise inventory report.
  • 4Pick a recurring schedule and choose where run reports should go.
  • 5Test and confirm the list contains the details your reviewer needs.

Questions about this workflow

Does the workflow deactivate cards that are no longer needed?

No. It lists cards so a person can decide whether action is needed.

Can it compare with a prior card list?

A historical baseline is not supplied by this action. Provide one separately if you want a comparison.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Google Drive to Brex. A trigger fires from one place; an action lands in another.

Google Drive triggers

Brex actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

Create Budget

Create a new budget for departments or projects.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Create Card

Create a new card and assign it to a user.

ActionInstant

Comment Added (Docs/Sheets/Slides)

Triggers when a new comment is added to Google Docs, Sheets, or Slides.

TriggerPolling

Create Department

Create a new department.

ActionInstant

File Created

Triggers when a new file is created in Google Drive.

TriggerPolling

Create Expense

Create a new expense.

ActionInstant

File Deleted or Trashed

Triggers when a file is moved to trash or permanently deleted in Drive.

TriggerPolling

Create Location

Create a new location.

ActionInstant

File Shared (Permissions Added)

Triggers when new sharing permissions are granted to a file or folder. Uses Drive's `changes.list` endpoint with inline `permissions` in the `fields` mask so each change carries the file's current permission set provider-atomically. We diff that against `seen_permission_keys` to identify newly added grants. Drive page tokens are the primary cursor; if Drive rejects a stored token, the trigger raises `PollingTriggerError` without clearing state rather than silently re-baselining and dropping events. Limitation: truly ephemeral permissions (added and revoked between two polls without any other file modification in between) are not detected. Drive Activity API would catch those but requires an additional OAuth scope and a different payload contract.

TriggerPolling

Create Job Title

Create a new job title.

ActionInstant

File Updated

Triggers when a file's metadata or content changes in Google Drive.

TriggerPolling

Create User

Create a new user in the brex account.

ActionInstant

Google Drive Changes

Triggers when changes are detected in a Google Drive.

TriggerPolling

Create Vendor Card

Create a new vendor card.

ActionInstant

Connect any two apps with Notis in the middle.

Google Drive and Brex, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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