See budget availability without opening Brex
Have Notis bring Brex budgets and available amounts into a scheduled report, with optional checks on supplied contact emails.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Budgets
List budgets and available amounts across cards.
Why this helps
Budget availability is easy to lose track of when you need to open Brex and reconstruct the picture before making a decision.
- See available amounts across budgets in a recurring report.
- Reduce context switching for routine budget checks.
- Validate supplied contact emails when a follow-up needs them.
Setup
Build it in a few focused steps.
- 1Connect Abstract and Brex once in the Notis portal.
- 2Create an automation by describing the report you want.
- 3Ask Notis to list Brex budgets and available amounts, and to validate any supplied follow-up email details with Abstract if needed.
- 4Pick a recurring schedule and choose where reports should go.
- 5Test the report with one real run.
Questions about this workflow
Can it update budgets when availability is low?
This workflow only lists budgets and reports availability. To update a budget, choose a separate workflow using the Brex Update Budget action and state the change you want.
Will it decide which budget is underfunded?
Notis can apply a threshold you supply. The action provides available amounts, but it does not know your preferred baseline unless you provide one.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Abstract to Brex. A trigger fires from one place; an action lands in another.
Abstract triggers
Brex actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Budget
Create a budget for a department or project.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Add Webhook Group Members
Create Card
Create a card and assign it to a user.
Archive Budget
Create Department
Create a department.
Archive Spend Limit
Create Expense
Create an expense.
Create Location
Create a location.
Connect any two apps with Notis in the middle.
Abstract 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.