Keep Brex spend limits on a regular review
Make spend limit checks part of a recurring routine and bring exceptions into a report channel.
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 nobody has a recurring reminder to inspect them.
- Set a regular review cadence for spend limit configuration.
- Surface limits that match criteria you specify.
- Keep the review focused on returned Brex configuration.
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 spend limit review.
- 3In one instruction, tell Notis to retrieve spend limits and summarize any that meet your stated review criteria.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real example and check the reported limits against Brex.
Questions about this workflow
Does this workflow archive or change limits?
No. It uses Get Spend Limits to retrieve configuration. It does not modify or archive limits.
Can it identify expired or stale limits?
Only if the returned information includes the relevant dates or you provide the criteria and data needed to identify them.
Does it replace a financial controls review?
It produces a summary of returned records against your criteria. Your control owners should make any decisions that require approval.
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
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.