Review spend limits with the forecast in view
Notis can place the forecast and current Brex spend limit configuration in one scheduled report, so you can decide whether a response is needed.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Spend Limits
Retrieve the spend limits configuration.
Why this helps
A forecast may change operational needs, but spend controls are often reviewed separately and only after someone remembers.
- Review weather conditions alongside current Brex spend limits.
- Use your own thresholds to identify items for human review.
- Keep the output in a channel selected for run reports.
Setup
Build it in a few focused steps.
- 1Connect AccuWeather and Brex once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3In one instruction, define the forecast criteria and the spend limit details to summarize or flag.
- 4Pick the recurring schedule trigger and choose where run reports should go.
- 5Test with one real forecast and spend limit example.
Questions about this workflow
Does this automatically change spend limits?
No. The selected action retrieves spend limit configuration. The workflow reports information for review.
Can it know which limits need adjustment?
Only according to criteria you supply. The workflow should surface items for review rather than assume an unprovided policy.
What schedule should I use?
Choose a recurring cadence appropriate to how often your team reviews forecasts and spend controls.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link AccuWeather to Brex. A trigger fires from one place; an action lands in another.
AccuWeather 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
Adds valid webhook subscriptions to an existing group; groups are for partner accounts only.
Create Card
Create a card and assign it to a user.
Archive Budget
Irreversibly archives a budget, blocking new expenses and transactions and removing it from active lists.
Create Department
Create a department.
Archive Spend Limit
Archives a spend limit, hiding it from the UI and preventing it from authorizing future transactions.
Create Expense
Create an expense.
Create Location
Create a location.
Connect any two apps with Notis in the middle.
AccuWeather and Brex, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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