Review Brex card transactions on a steady cadence
Get card transaction details for your chosen period ready for a review session.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Card Transactions
Get card transactions for a date range.
Why this helps
Checking card activity across a period takes time when the same date range searches have to be rebuilt each time.
- Make card activity easier to review at a regular time.
- Avoid repeating date range searches for card transactions.
- Keep the report available where the reviewer works.
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 transaction review.
- 3Tell Notis to retrieve Brex card transactions for your specified date range.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test and verify that the report covers the intended date range.
Questions about this workflow
Can this retrieve every card's transactions?
The action retrieves card transactions for a date range. Specify the intended scope in your instruction and verify what the connected action returns.
Does it change card settings?
No. This workflow retrieves transaction records and leaves any decisions to a person.
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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