Review Brex transactions on a weekly schedule
Make a quick spend scan part of the week, with a consistent prompt to look at recent activity.
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
Recent transactions can go unnoticed when checking requires remembering to open the finance tool.
- Set a reliable cue to review recent activity.
- Reduce the repeated effort of starting a transaction search.
- Catch items that need attention while they are still recent.
Setup
Build it in a few focused steps.
- 1Connect Brex to Notis once in the portal.
- 2Create the automation in the portal, or ask Notis conversationally.
- 3Give Notis one instruction to retrieve recent Brex transactions for the weekly review period.
- 4Select a recurring weekly trigger and choose where run reports should go.
- 5Test a run and check that the transaction period matches your routine.
Questions about this workflow
Does this automatically investigate transactions?
The action retrieves transactions; ask Notis to present them for a review rather than implying an unsupported follow-up action.
Can the schedule be weekly?
Yes. Choose a weekly recurring trigger when creating the automation.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Slack to Brex. A trigger fires from one place; an action lands in another.
Slack 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.
New Channel Created Trigger
Triggered when a new channel is created in Slack.
Create Department
Create a new department.
Channel Message Received
Triggered when a message is posted in a Slack channel (public, private, or multi-party IM). Does NOT match direct messages.
Create Expense
Create a new expense.
Direct Message Received
Triggered when a new direct message (DM) is sent to a user in Slack. Catches all DMs across all DM channels.
Create Location
Create a new location.
Message Reaction Added
Triggered when a reaction is added to a message in Slack. Supports optional filtering by channel and emoji name.
Create Job Title
Create a new job title.
Message Reaction Removed
Triggered when a reaction is removed from a message in Slack. Supports optional filtering by channel and emoji name.
Create User
Create a new user in the brex account.
Reaction Added Trigger
DEPRECATED: use `SLACK_MESSAGE_REACTION_ADDED` instead. Triggered when a reaction is added to a message in Slack.
Create Vendor Card
Create a new vendor card.
Connect any two apps with Notis in the middle.
Slack and Brex, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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