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Notis

Share Brex budget variance context in Asana

Give project stakeholders a concise update when Brex spend moves beyond the budget context supplied to Notis.

Trigger

Webhook received

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

Action

Create Project Status Update

Tool to create a new status update on a project. use when you need to communicate the current status, progress, or any blockers related to a specific project.

Why this helps

Budget concerns can surface in finance data without reaching the project team that can respond to the underlying work.

  • Make a variance visible in the project's status history.
  • Summarize the amount, period, and suggested response in one update.
  • Help stakeholders coordinate around spend changes.

Setup

Build it in a few focused steps.

  • 1Connect Brex and Asana once in the Notis portal.
  • 2Create an automation in Automations, New Automation, and give it a name.
  • 3Tell Notis to create an Asana project status update using the variance, reporting period, and response context in each webhook request.
  • 4Choose the notis_webhook trigger and select where run reports should go.
  • 5Test with one real variance and verify the update is attached to the intended project.

Questions about this workflow

Can Notis determine whether spend exceeds a budget?

It can analyze the Brex data and budget baseline supplied to it. If the budget baseline is not present in accessible data or the request, provide it in the instruction or request.

Does this change the project's status?

It creates a project status update. The action description does not specify changing the project's status field.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Brex to Asana. A trigger fires from one place; an action lands in another.

Brex triggers

Asana actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

Add Followers to Task

Tool to add followers to a task in asana. use this tool when you need to add one or more users as followers to a specific task. this will notify them of updates to the task.

ActionInstant

Webhook trigger

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

TriggerInstant

Add Supporting Relationship to Goal

Tool to add a supporting goal relationship to a goal. use when you want to link a project, task, portfolio, or another goal as a supporting resource to a specific goal in asana.

ActionInstant

Add task to section

Adds an existing task to a section, optionally positioning it before or after another task in that section; if no position is specified, the task is added to the end.

ActionInstant

Create Allocation

Creates a new allocation. use when you need to schedule or assign a specific amount of a user's time per week to a task or project within a defined period.

ActionInstant

Create a project

Creates a new asana project, requiring either a `workspace` or `team` gid for association, and returns the full project details.

ActionInstant

Create a tag in a workspace

Creates a new tag, with properties like name and color defined in the request body, within a specific asana workspace (using `workspace gid`); this tag helps categorize tasks, is confined to the workspace, and is not automatically applied to tasks.

ActionInstant

Create task in asana with specific details

Creates a new asana task; requires 'workspace', 'parent', or 'projects' for association, and 'followers', 'projects', 'tags' are set only at creation.

ActionInstant

Create Attachment for Task

Tool to upload an attachment to a task. use when you need to attach a file to a specific task in asana.

ActionInstant

Connect any two apps with Notis in the middle.

Brex and Asana, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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