Know where your Brex budgets stand
Get a quick weekly read on budget capacity without switching through each budget.
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
Founders can lose sight of remaining capacity when budget information is spread across multiple views.
- See available amounts across listed budgets.
- Surface budgets that need a human decision.
- Keep budget oversight on a predictable cadence.
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 list Brex budgets and available amounts, then summarize items that warrant attention using criteria you provide.
- 4Pick a recurring schedule as the trigger and choose where run reports should go.
- 5Test with one real example and confirm the available amount summary is clear.
Questions about this workflow
Does this automatically adjust budgets?
No. It lists budgets and available amounts for review.
Can Notis determine which amount is too low?
Provide your threshold or criteria in the instruction. Without those, Notis can summarize the returned values but should not invent a target.
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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