Get Daily Spend Report Delivered Automatically
See everything you spent yesterday without logging into Brex. Daily reports reduce financial anxiety and keep you informed.
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
Founders who don't manually check Brex daily miss spending trends and can be blindsided by unexpected charges
- Automatic visibility into daily spending
- Reduces financial anxiety
- No manual checking required
- Catch unexpected charges early
Setup
Build it in a few focused steps.
- 1Connect Brex to Notis in the portal (Linear is not needed for this automation).
- 2Create an automation called 'Daily Spend Report' with the prompt: 'Every morning at 8am, get all Brex transactions from the past 24 hours and send a summary showing total amount, card used, and transaction descriptions.'
- 3Select 'Daily Recurring' (or the time that works for your timezone) as your trigger.
- 4Choose Slack, email, or SMS for your daily report delivery.
- 5The automation will start running the next day at your selected time.
Questions about this workflow
Can I change the time the report is sent?
Yes, you can update the automation to run at any time that works for your schedule.
What if there are no transactions that day?
Notis will still send the report confirming no transactions occurred, so you know the system checked.
Can I get reports for a different time period?
Yes, you can create additional workflows for weekly, monthly, or custom date ranges.
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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No card. Works with personal or business Brex.