Check Brex budget availability on schedule
Bring budget availability into a scheduled Notis report so you can check available amounts without a manual dashboard visit.
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
Budget visibility takes effort when available amounts are only checked after someone remembers to open Brex.
- See returned available amounts on a regular cadence.
- Spend less time checking each budget manually.
- Keep a concise report in your selected run-report channel.
Setup
Build it in a few focused steps.
- 1Connect AnyDB and Brex once in the Notis portal.
- 2Create a named automation in Automations, New Automation.
- 3Tell Notis to list Brex budgets and summarize their returned available amounts.
- 4Choose a recurring schedule and select where run reports should go.
- 5Test with one real example and confirm the report reflects the Brex response.
Questions about this workflow
Does this forecast future spending?
No. It reports the budget availability returned by Brex. A forecast would require additional assumptions or data.
Can it identify a budget as low?
Only if you provide a threshold or rule. The workflow should not infer a baseline that Brex does not provide.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link AnyDB to Brex. A trigger fires from one place; an action lands in another.
AnyDB 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.
AnyDB and Brex, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Brex.