See available Brex budgets when an initiative starts
Know what funding exists before committing to the plan.
Trigger
New Coda Document Trigger
Triggers when a new Coda document is created.
Action
List Budgets
List all budgets and show available amounts across all cards.
Why this helps
Teams plan against stale budget information and discover constraints late.
- Improve planning decisions
- Expose available funds
- Reduce surprise constraints
Setup
Build it in a few focused steps.
- 1Connect Coda and Brex in the Notis portal.
- 2Create an automation for budget visibility.
- 3Ask Notis to list relevant Brex budgets and summarize available amounts for the new document.
- 4Pick the New Coda Document trigger and choose a report channel.
- 5Test with one real initiative document.
Questions about this workflow
Can it identify relevant budgets automatically?
Only when the document context provides enough names or criteria.
Does it create anything?
No, it reports existing budgets and available amounts.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Coda to Brex. A trigger fires from one place; an action lands in another.
Coda triggers
Brex actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Budget
Create a new budget for departments or projects.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Card
Create a new card and assign it to a user.
Coda Document Deleted Trigger
Triggers when a Coda document is deleted.
Create Department
Create a new department.
New Coda Document Trigger
Triggers when a new Coda document is created.
Create Expense
Create a new expense.
New Coda Page Trigger
Triggers when a new page is added to a Coda document.
Create Location
Create a new location.
Specific Coda Page Updated Trigger
Triggers when a specific page within a Coda document is updated.
Create Job Title
Create a new job title.
Create User
Create a new user in the brex account.
Create Vendor Card
Create a new vendor card.
Connect any two apps with Notis in the middle.
Coda and Brex, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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