See budget headroom beside changing market signals
On a schedule, Notis can list Brex budgets and available amounts, then add relevant Agenty market or supplier signals for a compact review.
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
Budget availability and outside cost changes are often reviewed separately, so planning decisions lack timely context.
- See available budget amounts in a scheduled review.
- Include relevant external context in the same report.
- Make it easier to spot budgets that may need human attention.
Setup
Build it in a few focused steps.
- 1Connect Agenty and Brex once in Notis.
- 2Create an automation in Notis with a prompt explaining which budgets and Agenty signals matter.
- 3Tell Notis how to summarize available amounts and distinguish supplied evidence from interpretation.
- 4Choose a recurring Notis schedule for the review.
- 5Choose where run reports go, then test with one real budget and research example.
Questions about this workflow
Will this change budget amounts?
No. The selected action lists budgets and available amounts; it does not modify a budget.
Can it forecast future spend?
Only if you supply a forecasting method and the necessary data. The listed action provides budget availability, not a forecast.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agenty to Brex. A trigger fires from one place; an action lands in another.
Agenty 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.
Agenty and Brex, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Brex.