Keep weekly campaign plans budget ready
A weekly review can turn campaign plans into dedicated Brex budgets before the team shifts attention to the next launch.
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
Campaign plans often move between teams without a simple, consistent step for setting up their spending budget.
- Move qualifying campaign plans into Brex budgets on a predictable cadence.
- Reduce forgotten spending setup during busy launch weeks.
- See incomplete plans in the run report.
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 state which campaign plans and amounts qualify for budgets.
- 3Choose a recurring weekly schedule.
- 4Choose where run reports go and test with one real campaign plan.
Questions about this workflow
Can I choose a weekly start day?
Choose the recurring schedule in the automation setup. The workflow package does not prescribe a specific day or time.
Can Notis supply a budget amount when one is missing?
No. Provide the amount or a supported rule in the instruction or source data, and ask Notis to report missing values.
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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