Have campaign closeout statements ready on schedule
At the end of each month or campaign cycle, Notis can retrieve Brex statements and highlight the records to review alongside SureContact campaign outcomes.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Account Statements
Get account statements.
Why this helps
Closeout becomes harder when statement retrieval is another task buried among campaign wrap-up work.
- Puts statement retrieval on a predictable schedule.
- Links closeout review to campaign context.
- Reduces the number of finance tasks to remember at period end.
Setup
Build it in a few focused steps.
- 1Connect SureContact and Brex to Notis once through the portal.
- 2Create a scheduled automation in the portal or ask Notis to set up a closeout check.
- 3Write one instruction to retrieve Brex statements at closeout and summarize records relevant to SureContact campaign review.
- 4Choose a monthly or campaign-end schedule and select a run-report channel.
- 5Review the first statement summary and confirm it provides the useful closeout context.
Questions about this workflow
Does this reconcile or alter statements?
No. It retrieves statements and can summarize them for review; it does not change financial records.
How does it know which campaigns are closing?
The instruction should name the campaign context to use, and SureContact must be connected so Notis can consult it.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link SureContact to Brex. A trigger fires from one place; an action lands in another.
SureContact 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.
Create Department
Create a new department.
Create Expense
Create a new expense.
Create Location
Create a new location.
Create Job Title
Create a new job title.
Create User
Create a new user in the brex account.
Create Vendor Card
Create a new vendor card.
Connect any two apps with Notis in the middle.
SureContact 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.