Review Brex budget availability on a schedule
See budget availability in a recurring summary without rebuilding the same overview by hand.
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 availability is easy to overlook when it takes a separate check across multiple budgets and cards.
- List budgets and available amounts in one recurring run.
- Make budget review easier to fit into an existing routine.
- Surface returned information in a concise report.
Setup
Build it in a few focused steps.
- 1Connect 2chat and Brex once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name and prompt.
- 3Tell Notis to list Brex budgets and summarize the available amounts for review.
- 4Choose a schedule trigger and select where run reports should go.
- 5Test with one real run and confirm the returned budget details are what you need.
Questions about this workflow
Does this change budget amounts?
No. This workflow lists budgets and available amounts for review.
Can it compare current availability with a prior period?
Only if prior-period data is provided or otherwise available to the automation. The listed action returns current budget information.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link 2chat to Brex. A trigger fires from one place; an action lands in another.
2chat 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.
2chat and Brex, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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