See budgets beside the deals that matter
Get a recurring view of Brex budget availability with relevant deal context ready for decisions.
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 reviews lose time when pipeline priorities and spend information live in separate places.
- Bring budget availability into a predictable review.
- Surface relevant deal context available from Affinity.
- Help prepare focused follow-up without fabricating financial baselines.
Setup
Build it in a few focused steps.
- 1Connect Affinity and Brex once in the Notis portal.
- 2Create an automation in Automations, or tell Notis the outcome in plain language from any channel.
- 3In one instruction, ask Notis to list Brex budgets and summarize relevant available Affinity deal priorities for review.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real budget review and check the returned figures and context.
Questions about this workflow
Will Notis determine whether a budget is over or under plan?
It can report returned budget availability. Any separate plan or threshold must be supplied if the apps do not provide it.
Does this workflow change budgets?
No. It lists budgets and creates a review summary.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Affinity to Brex. A trigger fires from one place; an action lands in another.
Affinity 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.
Affinity and Brex, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
Save your first hour today.
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No card. Works with personal or business Brex.