Check spend controls alongside deal priorities
Review current spend limits and relevant deal context together before deciding where attention is needed.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Spend Limits
Retrieve the spend limits configuration.
Why this helps
Spend controls and deal priorities are hard to assess when they require separate review sessions.
- Consolidate spend-limit and pipeline context for review.
- Make missing thresholds or assumptions visible.
- Reduce repeated context switching during finance reviews.
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 retrieve Brex spend limits and summarize relevant available Affinity deal priorities without assuming an intended limit.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real review and confirm the limits against Brex.
Questions about this workflow
Will Notis recommend new limit amounts?
Only if you provide decision rules or target amounts. Otherwise it can summarize current limits and available context.
Does this update Brex spend limits?
No. This workflow retrieves and summarizes current spend-limit configuration.
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
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No card. Works with personal or business Brex.