Make competitor campaign planning easier each quarter
A scheduled competitor review can help your team turn useful ad insights into a budgeted response plan without starting from a blank page.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create Budget
Create a budget for a department or project.
Why this helps
Competitor research often stays in a report while the next campaign plan and its spending controls are handled elsewhere.
- Give qualified response plans a dedicated Brex budget.
- Keep recurring competitor review connected to spending decisions.
- Report missing inputs instead of creating a budget from incomplete assumptions.
Setup
Build it in a few focused steps.
- 1Connect Adyntel and Brex once in the Notis portal.
- 2Create an automation in Automations, New Automation, and describe which competitor insights qualify for a response budget.
- 3Choose a recurring quarterly schedule.
- 4Choose where run reports go and test with one real competitor report.
Questions about this workflow
Can this workflow infer a budget from a competitor's ad spend?
Notis can analyze values returned by Adyntel, but a competitor's spend does not establish your budget. State the budget rule or provide the amount in the instruction or source data.
What starts the workflow?
The selected Notis schedule starts the review because Adyntel has no listed trigger event.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Adyntel to Brex. A trigger fires from one place; an action lands in another.
Adyntel 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.
Adyntel and Brex, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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