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Set up spend limits from parsed policy requests

Move spending controls from policy paperwork into Brex while keeping unclear limits visible for review.

Trigger

Webhook received

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

Action

Create Spend Limit (Budget V1)

Create a spend limit budget with spending controls.

Why this helps

Spending rules can be approved in a document but still need manual translation into Brex controls.

  • Reduce repetitive policy setup
  • Keep requested spend controls moving
  • Flag missing limits or period details before creation

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 Spend Limit (Budget V1) from complete parsed policy details, and report missing limits or period types.
  • 4Choose the Notis webhook trigger and select where run reports should go.
  • 5Test with one real policy request and review the spend limit in Brex.

Questions about this workflow

What if the policy does not specify a period type?

Ask Notis to flag the missing period type for review; do not assume a cadence.

Can this action set visibility settings?

The action supports visibility settings. Include the intended settings in the source request if they are needed.

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.

TriggerScheduled

Create Budget

Create a budget for a department or project.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Add Webhook Group Members

Adds valid webhook subscriptions to an existing group; groups are for partner accounts only.

ActionInstant

Create Card

Create a card and assign it to a user.

ActionInstant

Archive Budget

Irreversibly archives a budget, blocking new expenses and transactions and removing it from active lists.

ActionInstant

Create Department

Create a department.

ActionInstant

Archive Spend Limit

Archives a spend limit, hiding it from the UI and preventing it from authorizing future transactions.

ActionInstant

Create Expense

Create an expense.

ActionInstant

Create Location

Create a location.

ActionInstant

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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