Review Brex budgets supporting active audits
See which compliance budgets still have room before the week gets busy.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Budgets
List all budgets and show available amounts across all cards.
Why this helps
Budget drift stays hidden when audit work and finance reviews happen in separate tools.
- Spot low remaining balances early
- Create a predictable finance review
- Reduce spreadsheet follow-up
Setup
Build it in a few focused steps.
- 1Connect 21risk and Brex in Notis once.
- 2Create an automation named weekly risk budget review.
- 3Tell Notis to list Brex budgets and summarize those supporting active 21risk audits.
- 4Pick a recurring schedule and choose where run reports go.
- 5Test with one real scheduled run.
Questions about this workflow
Does this change any budgets?
No. It lists budgets and summarizes the returned availability.
What if audit status is not included?
Provide the audit identifiers or status context in the prompt, or Notis will flag it as missing.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link 21risk to Brex. A trigger fires from one place; an action lands in another.
21risk 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.
21risk and Brex, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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