Start project budgets from parsed documents
Move project budget requests from extracted documents into Brex with less copy and paste.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Budget
Create a budget for a department or project.
Why this helps
Project budget requests can sit in documents while founders hunt for the right details and recreate them in Brex.
- Cut repetitive budget setup
- Use project details while they are easy to find
- Flag missing amounts or ownership details before proceeding
Setup
Build it in a few focused steps.
- 1Connect Airparser and Brex once in the Notis portal.
- 2Create an automation by telling Notis the outcome you want, or use Automations, New Automation in the portal.
- 3Ask Notis to create a Brex budget from each incoming parsed project request when required details are present, and report missing details.
- 4Choose the Notis webhook trigger and select where run reports should go.
- 5Test with one real project request and confirm the budget details in Brex.
Questions about this workflow
Does Notis determine the budget amount?
It can use an amount present in the parsed request. If the source does not specify an amount, ask Notis to flag the request rather than infer one.
What kind of budget can this create?
The selected Brex action creates a budget for a department or project. The source document should include the relevant details.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Airparser to Brex. A trigger fires from one place; an action lands in another.
Airparser 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.
Airparser and Brex, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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