Turn a project request document into a Brex budget
Submit a project request document and let Affinda surface its details. Notis can use those details to create a Brex budget for your review.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Budget
Create a budget for a department or project.
Why this helps
Project spending requests can sit in documents while teams wait for someone to translate them into a budget.
- Move project requests into a budget workflow sooner
- Reduce manual reading and re-entry
- Keep a run report for follow-up
Setup
Build it in a few focused steps.
- 1Connect Affinda and Brex once in the Notis portal.
- 2Create an automation in Automations, New Automation, or tell Notis from any channel.
- 3Describe the outcome: extract the project name and requested budget details, then create a Brex budget when required information is present.
- 4Choose the Notis webhook trigger and select where run reports should go.
- 5Test with one real project request and review the created budget.
Questions about this workflow
Can it decide the right budget amount if the document is unclear?
No. The automation should only use an amount explicitly present in the request and report missing or ambiguous details.
Does creating a budget approve the request?
No. This creates a Brex budget. Use your normal review and approval process.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Affinda to Brex. A trigger fires from one place; an action lands in another.
Affinda 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.
Affinda 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.