Pull Brex statements for a new close folder
Create the close folder and get the statement checklist started automatically.
Trigger
OneDrive File Created Trigger
Triggers when a new file is created in OneDrive. Uses Gmail-style state management for reliable duplicate prevention.
Action
Get Account Statements
Get account statements.
Why this helps
Month end work begins late when someone must remember to request statements manually.
- Start close tasks immediately
- Create a consistent statement checklist
- Reduce month end memory load
Setup
Build it in a few focused steps.
- 1Connect OneDrive and Brex once.
- 2Create an automation for new close folders.
- 3Tell Notis to identify the close period from the folder and retrieve the corresponding Brex account statements, reporting what is available.
- 4Pick the OneDrive Folder Created trigger and choose report delivery.
- 5Test with one close folder.
Questions about this workflow
Can it retrieve statements for a custom period?
Yes, state the period format in the automation instruction.
Does it save statements into OneDrive?
This workflow retrieves and reports them; saving files requires a separate supported action.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link One drive to Brex. A trigger fires from one place; an action lands in another.
One drive 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.
Onedrivebasetrigger
Base trigger for OneDrive changes using Gmail-style state management. Subclasses override `filter_changes(...)` to extract only the relevant items.
Create Department
Create a new department.
OneDrive File Created Trigger
Triggers when a new file is created in OneDrive. Uses Gmail-style state management for reliable duplicate prevention.
Create Expense
Create a new expense.
File Updated
Trigger that fires when a OneDrive file's content or metadata changes. Returns file ID, last modified time, and modifier info.
Create Location
Create a new location.
OneDrive Folder Created Trigger
Triggers when a new folder is created in OneDrive. Uses Gmail-style state management for reliable duplicate prevention.
Create Job Title
Create a new job title.
OneDrive Item Deleted Trigger
Triggers when a file or folder is deleted in OneDrive. Uses Gmail-style state management for reliable duplicate prevention.
Create User
Create a new user in the brex account.
Item Moved or Renamed
Triggers when a file or folder is moved to a different path or renamed in OneDrive. Includes both old and new path/name data in the payload.
Create Vendor Card
Create a new vendor card.
Connect any two apps with Notis in the middle.
One drive 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.