Check available campaign budget before planning
Notis retrieves current Brex budgets and highlights available amounts against the campaign needs you provide, so planning starts with a clearer view of remaining capacity.
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
Campaign planning can start with stale budget figures when someone has to find and compare available amounts manually.
- Bring current Brex budget availability into a recurring planning check.
- Compare returned budget data with campaign needs you supply.
- Flag missing budget or campaign information for follow-up.
Setup
Build it in a few focused steps.
- 1Connect AimTell and Brex to Notis once in the portal.
- 2Create an automation in Automations, New Automation, and give it a name.
- 3Tell Notis to retrieve Brex budgets and compare available amounts with the campaign requirements you provide, noting missing information.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one planning cycle and confirm the supplied campaign needs are represented accurately.
Questions about this workflow
Can Notis know a campaign's planned budget automatically?
Only if that information is available in connected data or supplied in your instruction or request. The workflow should identify missing needs rather than assume them.
Does this reserve funds?
No. It retrieves and summarizes available Brex budget information; it does not reserve funds.
How often should I run it?
Choose a schedule that matches your planning rhythm, such as before a regular campaign review.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link AimTell to Brex. A trigger fires from one place; an action lands in another.
AimTell 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.
AimTell and Brex, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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