Keep campaign budgets and email activity in view
Get one recurring check on campaign activity and available budget.
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 can change while campaigns continue, leaving founders to remember to check separate dashboards.
- Review available Brex budgets alongside campaign activity.
- Surface budgets that may need a human review.
- Create a predictable finance check in the same report channel.
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 activity and Brex budget details to summarize and what should be flagged for review.
- 4Pick a recurring schedule, choose where run reports go, and test with one real example.
Questions about this workflow
Can the workflow calculate remaining budget?
The listed Brex action returns budgets and available amounts. Ask Notis to report those values; do not assume ActiveTrail contains budget data.
Will it change or pause a campaign?
This workflow retrieves budget information and reports findings. No campaign editing action is listed for this package.
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.