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Get a daily Brex transaction pulse

Start each day with a focused view of recent Brex transactions.

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

Busy founders lose time reconstructing yesterday's spending from multiple screens.

  • Create a reliable review habit
  • Reduce context switching
  • Spot issues earlier

Setup

Build it in a few focused steps.

  • 1Connect Brex once in the Notis portal.
  • 2Create the automation and describe the daily transaction summary you want.
  • 3Choose a recurring Notis schedule as the trigger.
  • 4Select the report channel and run one test.
  • 5Review one real scheduled result.

Questions about this workflow

How often can it run?

Use a recurring Notis schedule and choose the cadence that fits your review routine.

Can the report focus on a period?

Yes. Specify the transaction period in the automation instruction.

When this happens · Trigger

Do this · Action

Build an automationBrowse examples

Supported Triggers and Actions

Notis builds workflows that link Typeform to Brex. A trigger fires from one place; an action lands in another.

Typeform triggers

Brex actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

Create Budget

Create a new budget for departments or projects.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Create Card

Create a new card and assign it to a user.

ActionInstant

New Form Response

Triggers when a respondent completes and submits the form.

TriggerInstant

Create Department

Create a new department.

ActionInstant

Create Expense

Create a new expense.

ActionInstant

Create Location

Create a new location.

ActionInstant

Create Job Title

Create a new job title.

ActionInstant

Create User

Create a new user in the brex account.

ActionInstant

Create Vendor Card

Create a new vendor card.

ActionInstant

Connect any two apps with Notis in the middle.

Typeform and Brex, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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