Review Brex card transactions from a task
Investigate card activity from the task where the question was captured.
Trigger
New Task Created
Triggers when a new task is created in a Google Tasks list. Uses timestamp filtering (updatedMin) to efficiently detect new tasks.
Action
Get Card Transactions
Get card transactions for a date range.
Why this helps
Card reviews take too long when you must locate the card and date range separately.
- Shorten card investigations
- Keep review scope explicit
- Surface unexpected activity
Setup
Build it in a few focused steps.
- 1Connect Google Tasks and Brex once in Notis.
- 2Create the automation and describe the card transaction review.
- 3Tell Notis to get Brex card transactions for the card and date range in each new task and summarize exceptions.
- 4Pick New Task Created as the trigger and choose a report channel.
- 5Test with one card review task.
Questions about this workflow
Can the task request a CSV style summary?
Ask Notis for a table or concise list based on the returned transaction data.
What if the card id is missing?
Notis should report the missing reference instead of selecting a card by guesswork.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Google Tasks to Brex. A trigger fires from one place; an action lands in another.
Google Tasks 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 Task Created
Triggers when a new task is created in a Google Tasks list. Uses timestamp filtering (updatedMin) to efficiently detect new tasks.
Create Department
Create a new department.
New Task List Created
Triggers when a new Google Tasks task list is created. This trigger monitors Google Tasks and fires when new task lists are detected.
Create Expense
Create a new expense.
Task Details Changed
Triggers when a specific task's details change. This trigger monitors a single Google Task and fires when any of its details (title, notes, status, due date, completion, position) are modified.
Create Location
Create a new location.
Task List Changed
Triggers when a task list changes (title or content updates). This trigger monitors a specific Google Tasks list and fires when changes are detected.
Create Job Title
Create a new job title.
Task Updated
Triggers when an existing task is updated in a Google Tasks list. This trigger monitors a specific task list and fires when tasks are modified.
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 Tasks and Brex, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Brex.