Set up a Brex project budget with context
Put a project budget request and its supporting research into one workflow.
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
Budget setup often stalls while founders collect context and re-enter the same request in finance tools.
- Collect relevant public context before budget creation.
- Turn a structured request into a Brex budget.
- Keep project budget setup tied to a clear request.
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.
- 3In one instruction, ask Notis to research the provided project context and create a Brex budget only when the request includes the required budget details.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real example and review the resulting budget in Brex.
Questions about this workflow
Can AgentQL decide the budget amount?
No. The webhook request must provide the amount and other required budget details. Research can inform context, but should not supply unsupported financial decisions.
Does the workflow create budgets on a schedule?
This workflow starts when Notis receives an HTTP webhook request.
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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