Keep Brex budgets aligned with Airtable policy changes
Document a budget policy update in Airtable, and have Notis review the relevant Brex budget for a clear, actionable change.
Trigger
Base Schema Changed
Triggers when tables, fields, or views change in an Airtable base.
Action
Update Budget
Update budget details.
Why this helps
Budget rules and live spending limits can drift when policy changes are documented in one place and maintained in another.
- Reduces manual cross-checking after policy changes
- Helps surface ambiguous updates for review instead of guessing
- Keeps a run report for later follow-up
Setup
Build it in a few focused steps.
- 1Connect Airtable and Brex once in the Notis portal.
- 2Create an automation in the portal or tell Notis from any channel.
- 3In one instruction, explain which Airtable policy changes to review and how to identify the matching Brex budget; tell Notis to ask for review if the intended change is unclear.
- 4Pick the Airtable Base Schema Changed trigger and choose where run reports should go.
- 5Test with one real policy change and confirm the resulting budget update.
Questions about this workflow
Does a schema change contain the new budget amount?
Not necessarily. In your instruction, tell Notis where the policy details live in Airtable. If the new amount or matching Brex budget cannot be determined, have it report the ambiguity for review.
Will this run for every schema change?
The trigger fires when tables, fields, or views change. Describe which changes matter in your instruction so Notis can assess whether the update is relevant.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Airtable to Brex. A trigger fires from one place; an action lands in another.
Airtable triggers
Brex actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Budget
Create a new budget for departments or projects.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Card
Create a new card and assign it to a user.
Base Metadata Changed
Triggers when an existing Airtable base changes its name or permission level.
Create Department
Create a new department.
Base Schema Changed
Triggers when tables, fields, or views change in an Airtable base.
Create Expense
Create a new expense.
User Profile Changed
Triggers when the connected Airtable user's profile information changes.
Create Location
Create a new location.
View Created
Triggers when a new view is created in an Airtable base.
Create Job Title
Create a new job title.
View Deleted
Triggers when a previously known Airtable view is deleted.
Create User
Create a new user in the brex account.
View Metadata Changed
Triggers when an Airtable view changes its name or type.
Create Vendor Card
Create a new vendor card.
Connect any two apps with Notis in the middle.
Airtable and Brex, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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No card. Works with personal or business Brex.