Review spend controls alongside policy changes
Notis can periodically retrieve Brex spend limit configuration and summarize it alongside policy or supplier changes Agenty has identified for review.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Spend Limits
Retrieve the spend limits configuration.
Why this helps
A policy update on a website can be missed when spending controls are checked in a separate system and on a different schedule.
- Bring spend control configuration into a recurring review.
- Consider relevant external changes in context.
- Surface possible discrepancies without changing controls.
Setup
Build it in a few focused steps.
- 1Connect Agenty and Brex once in Notis.
- 2Create an automation in Notis with a prompt defining the policy changes and spend limits to review.
- 3Tell Notis to summarize possible discrepancies and label them as items for human review.
- 4Choose a recurring Notis schedule for the review.
- 5Choose where run reports go, then test with one known policy change.
Questions about this workflow
Will this update spend limits when policies change?
No. The selected action retrieves spend limit configuration. It does not change the controls.
Does it know which policy pages are authoritative?
Specify the sources Agenty monitors and provide your policy interpretation rules. The workflow should not assume a source's authority.
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
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