Keep spend limit reviews on your calendar
Let Notis gather Brex spend limits at a regular interval and prepare a focused review with your Agiled context.
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
Spend controls can go stale when reviews depend on someone remembering to check them.
- Make spend limit review a recurring habit.
- See returned spend limit configuration in one report.
- Include project context that you provide for interpretation.
Setup
Build it in a few focused steps.
- 1Connect Agiled and Brex once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name.
- 3Tell Notis to retrieve Brex spend limits and summarize notable items using the Agiled project context you provide.
- 4Choose notis_cron and set the recurring schedule.
- 5Choose a run report channel, then test with one real review.
Questions about this workflow
Will Notis change or archive spend limits?
No. This workflow retrieves and summarizes spend limit configuration; it does not modify it.
Can it identify limits that exceed a project plan?
It can compare returned information with project limits you provide. It cannot supply a missing baseline on its own.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agiled to Brex. A trigger fires from one place; an action lands in another.
Agiled 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.
Agiled 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.