Check Brex spend limits on a schedule
Keep spend limit settings visible with a recurring configuration check and a short summary.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Spend Limits
Get spend limits configuration.
Why this helps
Spend limit settings can fade from view between card changes and periodic reviews.
- Retrieve spend limit configuration on a recurring schedule.
- Make a periodic review easier to complete and remember.
- Summarize the available configuration for a human check.
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 retrieve Brex spend limit configuration and summarize the results for review.
- 4Choose a schedule trigger and select where run reports should go.
- 5Test with one real run and confirm the returned settings are useful.
Questions about this workflow
Does this change any spending limits?
No. It retrieves spend limit configuration for review.
Can it identify limits that violate our policy?
Only if you provide the policy or the required comparison data. The action returns the current configuration.
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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