Get Weekly Account Health Summary Automatically
Every Monday, know your account status without logging into Brex. Weekly summaries reduce financial stress.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Account Details
Get details about the current brex account.
Why this helps
Founders who don't manually check account status miss early warning signs and experience anxiety about financial health
- Weekly visibility into account health
- Reduces financial anxiety
- Catch problems early
- No manual checking needed
Setup
Build it in a few focused steps.
- 1Connect Brex to Notis in the portal.
- 2Create an automation called 'Weekly Account Health Check' with this prompt: 'Every Monday morning at 9am, fetch Brex account details including current balance, recent transaction volume, and any alerts or issues.'
- 3Select 'Weekly Recurring' as your trigger (or choose Monday specifically).
- 4Choose Slack, email, or SMS for your weekly summary.
- 5The automation will start running the following Monday.
Questions about this workflow
What if there are security alerts?
The summary will include any active alerts or issues. You'll see them in your weekly report.
Can I change the frequency?
Yes, create additional workflows for daily, bi-weekly, or monthly checks at intervals that work for you.
What if I'm on vacation?
Reports will still be sent. You can pause the automation temporarily in your Notis settings.
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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7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Brex.