Stay current on Brex budget activity
See what changed in a budget without opening transaction details one by one.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Budget Transactions
Why this helps
Budget activity is easy to postpone when reviewing it requires switching between budget and transaction screens.
- Get a recurring summary of a chosen budget's transactions.
- Make budget activity easier to scan and discuss.
- Surface items that merit follow-up.
Setup
Build it in a few focused steps.
- 1Connect AgentQL and Brex once in the Notis portal.
- 2Create an automation in Automations or tell Notis to create one from any channel.
- 3Ask Notis to retrieve transactions for the Brex budget you identify and summarize spend and follow-ups.
- 4Pick a recurring schedule as the trigger and choose where run reports should go.
- 5Test with one real example and confirm the correct budget is being reviewed.
Questions about this workflow
Does this review every budget?
Specify the budget or budgets in your instruction. Notis should not assume which budgets matter.
Can Notis change the budget based on the activity?
No. This workflow reads activity and reports findings for your decision.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agentql to Brex. A trigger fires from one place; an action lands in another.
Agentql 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.
Agentql and Brex, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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