Google Drive + Schedule by Zapier + Brex + Formatter by Zapier
Create Google Drive files for Brex card transactions every month
On the first of every month, this Zapier template will export your previous month's Brex card transactions to your Google Drive. It will be a CSV but as a .txt file. Import this file manually into Google Sheets or Excel to see your transactions.
On the first of every month, this Zapier template will export your previous month's Brex card transactions to your Google Drive. It will be a CSV but as a .txt file. Import this file manually into Google Sheets or Excel to see your transactions.
- When this happens...Every Month
Triggers every month, on the day(s) selected.
- automatically do this...Get Card Transactions
List Brex Card transactions
- then do this...Utilities
Various utilities like "choose value from list" or "look up in table" (with line-item support).
- then do this!Create File From Text
Create a new file from plain text.
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About Google Drive
Google Drive is Google's file sync app that lets you store all of your files online alongside your Google Docs documents, and keep them synced with all of your devices.
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About Schedule by Zapier
Schedule is a native Zapier app you can use for recurring tasks. Trigger an action every day of the month, every day of the week or every single day. You can also select the hour of the day. If you're a developer, this is similar to a crontab, cronjob or cron.
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About Brex
Handle your company’s deposits, payments, credit cards, spend
management, and accounting in one place. Brex makes it refreshingly
easy to see how your money’s being used and control how it’s spent.
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About Formatter by Zapier
Data isn't always in the format you need. Perhaps a date is in International format, but your app needs it in American format. Or maybe you need to Title Case a subject, truncate text for a Tweet, or turn Markdown text into HTML for your blog. Zapier's Formatter tool can help.