Create Brex project budgets from email
Turn a clear budget request into a Brex budget while keeping missing context visible for follow-up.
Trigger
New Email Received
Trigger for new emails in an AgentMail inbox
Action
Create Budget
Create a new budget for departments or projects.
Why this helps
Project budget requests are easy to lose in email, and rebuilding them in a finance tool adds avoidable back-and-forth.
- Move clear project budget requests into Brex faster.
- Avoid re-reading a thread to find its core request.
- Expose missing information before it leads to an incorrect budget.
Setup
Build it in a few focused steps.
- 1Connect Agent Mail and Brex once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3In one instruction, ask Notis to create a Brex budget for explicit project budget requests using only details stated in the email, and report missing details.
- 4Pick the New Email Received trigger and choose where run reports go.
- 5Test with one real budget request email and review the created budget.
Questions about this workflow
Can the workflow decide how much budget a project needs?
It can use an amount stated in the email. Any amount or policy not present in the message must be supplied by a person.
What if the request is only a discussion?
Instruct Notis to require a direct request before creating a budget, and to report ambiguous messages for review.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agent mail to Brex. A trigger fires from one place; an action lands in another.
Agent mail triggers
Brex actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Budget
Create a new budget for departments or projects.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Card
Create a new card and assign it to a user.
New Email Received
Trigger for new emails in an AgentMail inbox
Create Department
Create a new department.
Create Expense
Create a new expense.
Create Location
Create a new location.
Create Job Title
Create a new job title.
Create User
Create a new user in the brex account.
Create Vendor Card
Create a new vendor card.
Connect any two apps with Notis in the middle.
Agent mail and Brex, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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