Make monthly card limit checks easier to complete
Compare available card activity with the limits you provide, then save a review summary in Drive.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create a File from Text
Creates a new file in google drive from provided text content (up to 10mb), supporting various formats including automatic conversion to google workspace types.
Why this helps
Card limit checks become inconsistent when activity and reference limits are gathered from different places.
- Use one scheduled check for activity and supplied limits.
- Call out gaps where the comparison cannot be completed.
- Keep a dated summary for finance follow-up.
Setup
Build it in a few focused steps.
- 1Connect Brex and Google Drive once in the Notis portal.
- 2Create an automation from any channel or in Automations, New Automation.
- 3Tell Notis to compare available Brex card activity against the supplied limits or thresholds and write results to a Drive document.
- 4Choose a recurring schedule and select where run reports should go.
- 5Test with one real card and its applicable limit information.
Questions about this workflow
Where do the card limits come from?
The limits must be available to Notis or supplied in the instruction or review data.
Will Notis change a card limit?
No. This workflow creates a review document and does not update Brex card settings.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Brex to Google Drive. A trigger fires from one place; an action lands in another.
Brex triggers
Google Drive actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Add file sharing preference
Modifies sharing permissions for an existing google drive file, granting a specified role to a user, group, domain, or 'anyone'.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Copy file
Duplicates an existing file in google drive, identified by its `file id`.
Create Comment
Tool to create a comment on a file. use when you need to add a new comment to a specific file in google drive.
Create Shared Drive
Tool to create a new shared drive. use when you need to programmatically create a new shared drive for collaboration or storage.
Create File or Folder
Creates a new file or folder with metadata. use to create empty files or folders, or files with content by providing it in the request body (though this action primarily focuses on metadata creation).
Create a File from Text
Creates a new file in google drive from provided text content (up to 10mb), supporting various formats including automatic conversion to google workspace types.
Create a folder
Creates a new folder in google drive, optionally within a parent folder specified by its id or name; if a parent name is provided but not found, the action will fail.
Create Reply
Tool to create a reply to a comment in google drive. use when you need to respond to an existing comment on a file.
Connect any two apps with Notis in the middle.
Brex and Google Drive, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Google Drive.