See Brex budget availability on a schedule
Get a regular view of listed budgets and available amounts, with the result delivered where you can act on it.
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 headroom is easy to overlook when checking each budget requires a separate detour into Brex.
- See available amounts across listed budgets in one report.
- Reduce manual checking for routine budget reviews.
- Keep recurring finance updates in a channel you already use.
Setup
Build it in a few focused steps.
- 1Connect Ably and Brex once in the Notis portal.
- 2Create an automation in Automations, New Automation.
- 3Tell Notis to list Brex budgets and summarize the available amounts, noting any information not returned.
- 4Choose a recurring schedule and report channel.
- 5Test with one real run and confirm the digest reflects the returned budget data.
Questions about this workflow
Does Ably provide the budget figures?
No. This scheduled workflow gets budget information from Brex. Ably is connected as the source app, but no Ably trigger event is available for this package.
Will the digest predict future spending?
No. It summarizes the available amounts returned by Brex and does not infer a forecast.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Ably to Brex. A trigger fires from one place; an action lands in another.
Ably 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.
Ably and Brex, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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No card. Works with personal or business Brex.