Keep spend limits visible during campaign periods
Review the controls around marketing spend without hunting through settings.
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
Spend controls can be easy to forget while campaign schedules and email work move quickly.
- Retrieve current Brex spend limit configuration.
- Review limits alongside campaign timing or activity.
- Surface questions that need a finance owner to resolve.
Setup
Build it in a few focused steps.
- 1Connect ActiveTrail and Brex once in the Notis portal.
- 2Create an automation in Automations, New Automation.
- 3Tell Notis which campaign periods to review and how to summarize relevant Brex spend limits.
- 4Pick a recurring schedule, choose where run reports go, and test with one real example.
Questions about this workflow
Can it change a spend limit?
No. The listed action retrieves spend limit configuration. Use the report to identify changes for a person to handle.
Can it determine whether a limit applies to marketing?
Only if the available Brex details or your instruction identify the relevant limits. Otherwise the report should state that scope is unclear.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link ActiveTrail to Brex. A trigger fires from one place; an action lands in another.
ActiveTrail 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.
ActiveTrail 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.