Get Account Statements for Monthly Reviews
When monthly reviews are posted in Linear projects, get Brex statements automatically. No separate lookups needed.
Trigger
Project Update Posted
Fires when a project status update is posted on the Linear project's Updates tab. Covers projects in both public and private teams — polls with the connected user's token.
Action
Get Account Statements
Get account statements.
Why this helps
Monthly financial reviews require manual Brex statement pulls, creating delays and adding unnecessary manual work
- Statements auto-delivered for reviews
- Faster closing process
- No manual statement retrieval
- Data in right place at right time
Setup
Build it in a few focused steps.
- 1Connect Linear and Brex integrations to Notis.
- 2Create an automation called 'Financial Review Statements' with this prompt: 'When a project update is posted with "financial review" in the title, fetch the Brex account statement for the current month and attach it to the project update.'
- 3Select 'Project Update Posted' as your trigger event.
- 4Choose your notification channel for statement delivery.
- 5Test by posting a project update titled 'monthly financial review' and verify statements are retrieved.
Questions about this workflow
Which account statements are included?
The primary operating account and any cash accounts you specify. Update the prompt to include specific accounts.
Can I get statements for a past month?
Yes, include the month in your project update title (e.g., 'August Financial Review') and Notis will fetch that month's statements.
What format are the statements in?
Notis retrieves statements from Brex and presents them in a readable summary. Include format preference in your prompt if needed.
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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