Check Cash Accounts When Liquidity Concerns Arise
When cash position questions surface, get all account balances instantly without logging into Brex.
Trigger
Issue Created Trigger
Triggered when a new issue is created.
Action
Get Company Cash Accounts
Get company cash accounts.
Why this helps
Liquidity questions require manual Brex lookups to verify cash account balances, adding context-switches to urgent decisions
- Instant cash position visibility
- Faster liquidity decisions
- No context-switching needed
- Informed cash management
Setup
Build it in a few focused steps.
- 1Connect Linear and Brex integrations to Notis.
- 2Create an automation called 'Cash Position Check' with this prompt: 'When a Linear issue is labeled cash-review, fetch all Brex company cash accounts and show balances, account types, and recent activity.'
- 3Select 'Issue Created' as your trigger and filter for the cash-review label.
- 4Choose your notification channel for cash position reports.
- 5Test by creating a Linear issue labeled cash-review and verify cash account details are retrieved.
Questions about this workflow
Does this show pending transactions?
It shows current account balances. To see pending or in-flight transactions, update the prompt to request that detail.
What if I have multiple currencies?
Notis retrieves all cash accounts. Update the prompt to specify which currencies you want to see.
Can I set up alerts for low cash balances?
This workflow shows current balances. Create a separate workflow with 'Daily' frequency to monitor and alert on low balances.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Linear to Brex. A trigger fires from one place; an action lands in another.
Linear 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 Received Trigger
Triggered when a comment is received.
Create Department
Create a new department.
Issue Created Trigger
Triggered when a new issue is created.
Create Expense
Create a new expense.
Issue Updated Trigger
Triggered when an issue is updated. For example labels are changed, issue status is changed, etc.
Create Location
Create a new location.
Private Team Comment Created
Fires when a new comment is posted on an issue in a private Linear team (polled with the connected user's token).
Create Job Title
Create a new job title.
Private Team Issue Created
Fires when a new issue appears in a private Linear team (polled with the connected user's token).
Create User
Create a new user in the brex account.
Private Team Issue Properties Updated
Fires when properties on an issue change in a private Linear team (polled with the connected user's token).
Create Vendor Card
Create a new vendor card.
Connect any two apps with Notis in the middle.
Linear and Brex, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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