Get Brex transactions ready for your regular review
Start your review with a fresh transaction list for the period you care about.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Transactions
Get transactions for a date range.
Why this helps
Gathering transactions manually can turn a short finance check into a series of searches and context switches.
- Make a transaction overview available at a predictable time.
- Reduce repeated date range searches in Brex.
- Give a reviewer one place to begin follow-up.
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 transaction overview.
- 3Tell Notis to retrieve Brex transactions for your chosen review period.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test once and check that the date period and report detail are useful.
Questions about this workflow
Does this summarize spending trends?
The listed action retrieves transactions for a date range. Any trend analysis should be requested explicitly and depends on the returned data.
Will it create transactions?
No. It retrieves transaction records for review.
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.
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.
Comment Added (Docs/Sheets/Slides)
Triggers when a new comment is added to Google Docs, Sheets, or Slides.
Create Department
Create a new department.
File Created
Triggers when a new file is created in Google Drive.
Create Expense
Create a new expense.
File Deleted or Trashed
Triggers when a file is moved to trash or permanently deleted in Drive.
Create Location
Create a new location.
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.
Create Job Title
Create a new job title.
File Updated
Triggers when a file's metadata or content changes in Google Drive.
Create User
Create a new user in the brex account.
Google Drive Changes
Triggers when changes are detected in a Google Drive.
Create Vendor Card
Create a new vendor card.
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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