Keep parsed spend policy requests moving
A scheduled review can turn complete spending policy requests into Brex controls and surface the rest for follow-up.
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
Spending policy requests can remain in intake documents until someone remembers to translate them into active controls.
- Give policy requests a regular path to completion
- Reduce manual checking of intake documents
- Make incomplete requests visible in a report
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 review available parsed policy requests, create Brex spend limits for complete unprocessed requests, and report missing authorization details.
- 4Choose a recurring Notis schedule and select where run reports should go.
- 5Test with a real request and confirm repeated runs do not create duplicate limits.
Questions about this workflow
Can the workflow infer missing authorization settings?
No. Ask it to report missing values for review rather than infer spending controls.
What does the schedule read?
It can only review records made available to Notis. If Airparser records are not available to a scheduled run, provide them through a webhook or another supported input.
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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