Review card spend against your Airtable thresholds
Keep the limits and the latest card activity together for a calmer spend check.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List records
Retrieves records from an airtable table, with options for filtering, sorting, pagination, and specifying returned fields.
Why this helps
Card activity can go unnoticed when limits and transactions are reviewed in separate places.
- Compare transactions with thresholds you maintain in Airtable.
- Surface items that meet your stated review criteria.
- Keep a recurring review trail in the automation report.
Setup
Build it in a few focused steps.
- 1Connect Brex and Airtable once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Tell Notis to compare available Brex card activity with the thresholds in Airtable and report items that meet your review criteria.
- 4Choose a recurring schedule and select where run reports should go.
- 5Test with one real card transaction and verify the threshold data is available.
Questions about this workflow
Does this change card limits?
No. It compares activity with the thresholds you maintain in Airtable and reports results.
What if thresholds are not in Airtable yet?
Add the thresholds to an accessible Airtable table before relying on comparisons. The automation cannot infer limits that were never supplied.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Brex to Airtable. A trigger fires from one place; an action lands in another.
Brex triggers
Airtable actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create base
Creates a new airtable base with specified tables and fields within a workspace; ensure field options are valid for their type.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Comment
Creates a new comment on a specific record within an airtable base and table.
Create Field
Creates a new field within a specified table in an airtable base.
Create multiple records
Creates multiple new records in a specified airtable table.
Create a record
Creates a new record in a specified airtable table; field values must conform to the table's column types.
Create table
Creates a new table within a specified existing airtable base, allowing definition of its name, description, and field structure.
Delete Comment
Deletes an existing comment from a specified record in an airtable table.
Delete multiple records
Deletes up to 10 specified records from a table within an airtable base.
Connect any two apps with Notis in the middle.
Brex and Airtable, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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