Receive a monthly card inventory
Know which cards exist, who owns them, and what needs cleanup.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Cards
List all cards associated with the account.
Why this helps
Card inventories drift when they are only checked during an incident.
- Improves access visibility
- Supports cleanup routines
- Creates an audit friendly snapshot
Setup
Build it in a few focused steps.
- 1Connect TimelinesAI and Brex in Notis once.
- 2Create an automation for the monthly card inventory.
- 3Tell Notis to list Brex cards and summarize ownership and status using the review rules you provide.
- 4Pick a recurring Notis schedule as the trigger.
- 5Choose a report channel and test with one manual run.
Questions about this workflow
Can it identify unused cards?
Only if you provide usage criteria or a separate source for that baseline.
Does it alter card status?
No. This workflow only lists and summarizes cards.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Timelinesai to Brex. A trigger fires from one place; an action lands in another.
Timelinesai 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 WhatsApp Message Received
Polling trigger that monitors for new messages received in TimelinesAI WhatsApp chats.
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.
Timelinesai and Brex, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Brex.