See Brex budget availability in a recurring digest
Bring budget availability into a simple scheduled check-in, without opening each budget one by one.
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
Available budget amounts are easy to overlook when they require a separate manual check.
- See available amounts across listed budgets in one review.
- Build a regular checkpoint into your operating rhythm.
- Summarize the data returned by Brex without maintaining a separate manual rollup.
Setup
Build it in a few focused steps.
- 1Connect Ai ml api and Brex once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it for budget availability.
- 3In one instruction, tell Notis to list budgets and summarize their returned available amounts using any thresholds you provide.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real example and compare the digest with the budget list in Brex.
Questions about this workflow
Does this change budget limits?
No. The listed action only lists budgets and available amounts.
Can it compare amounts to a target?
Yes, if you provide the threshold or target. The workflow has no independent baseline unless you supply one.
How often can it run?
Choose the recurring schedule in the Notis automation setup.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Ai ml api to Brex. A trigger fires from one place; an action lands in another.
Ai ml api 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.
Ai ml api and Brex, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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