Keep budget areas nearing a threshold in view
Use the budgets you already track in Notion and available Brex spend to see which areas may need attention soon.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Query database
Queries a notion database for pages (rows), where rows are pages and columns are properties; ensure sort property names correspond to existing database properties.
Why this helps
Budget pressure can build gradually while attention is focused on immediate transactions.
- Bring budget context and actual spend together.
- Focus attention on areas approaching a stated threshold.
- Call out missing matches or budget information.
Setup
Build it in a few focused steps.
- 1Connect Brex and Notion once in Notis.
- 2Create an automation in plain language or in Automations, New Automation.
- 3Ask Notis to query the specified Notion budget database, compare accessible Brex spend with its budget rows, and create a page for areas nearing the threshold you provide.
- 4Pick a recurring schedule and choose where run reports go.
- 5Test with one budget row and matching spend you can verify.
Questions about this workflow
Does this require a Notion database?
Yes. Identify an accessible database with budget information, and ensure its structure supports the review.
Can it project future spend?
Only if you explicitly ask for an estimate and provide a suitable baseline and period; label estimates as estimates.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Brex to Notion. A trigger fires from one place; an action lands in another.
Brex triggers
Notion actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Add multiple content blocks (bulk, user-friendly)
Efficiently adds multiple standard content blocks to a notion page in a single api call with automatic markdown parsing. the 'content' field in notionrichtext blocks now automatically detects and parses markdown formatting including headers (# ## ###), bold (**text**), italic (*text*), strikethrough (~~text~~), inline code (`code`), links ([text](url)), and more. ideal for bulk content creation, ai agents, and replacing multiple individual add page content calls. supports automatic text formatting, content splitting, and up to 100 blocks per request.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Add content to Notion page
Deprecated: appends a single content block to a notion page or a parent block (must be page, toggle, to-do, bulleted/numbered list, callout, or quote); invoke repeatedly to add multiple blocks.
Append complex blocks (advanced, full control)
Appends complex blocks with full notion block structure to a parent block or page. use for advanced scenarios requiring precise control: code blocks, tables, embeds, nested children within blocks, or when working with pre-built notion block objects. requires full notion api block schema - use add multiple page content for simpler content creation.
Archive Notion Page
Archives (moves to trash) or unarchives (restores from trash) a specified notion page.
Create comment
Adds a comment to a notion page (via `parent page id`) or to an existing discussion thread (via `discussion id`); cannot create new discussion threads on specific blocks (inline comments).
Create Notion Database
Creates a new notion database as a subpage under a specified parent page with a defined properties schema; use this action exclusively for creating new databases.
Create Notion page
Creates a new empty page in a notion workspace.
Delete a block
Archives a notion block, page, or database using its id, which sets its 'archived' property to true (like moving to "trash" in the ui) and allows it to be restored later.
Connect any two apps with Notis in the middle.
Brex and Notion, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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