Run a weekly Brex transaction review for decks
Keep weekly planning grounded in the latest transaction data.
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
Weekly decks often rely on stale numbers because transaction review happens separately.
- Keep weekly figures current
- Prepare reviews faster
- Surface spend requiring attention
Setup
Build it in a few focused steps.
- 1Connect Google Slides and Brex once in Notis.
- 2Create an automation asking Notis to retrieve the prior period's Brex transactions and summarize implications for upcoming deck reviews.
- 3Choose a weekly schedule trigger.
- 4Choose a report channel and test one run with a real period.
Questions about this workflow
Can I set the reporting period?
Yes. State the period rule, such as the previous calendar week, in the prompt.
Can it compare against a baseline?
Only if you provide the baseline or ask Notis to use a returned historical period.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Google Slides to Brex. A trigger fires from one place; an action lands in another.
Google Slides 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.
New Slide Added
Fires when a new slide is added to a Google Slides presentation.
Create Department
Create a new department.
Create Expense
Create a new expense.
Create Location
Create a new location.
Create Job Title
Create a new job title.
Create User
Create a new user in the brex account.
Create Vendor Card
Create a new vendor card.
Connect any two apps with Notis in the middle.
Google Slides 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.