List Brex Budgets After Planning Meetings
Bring current budget availability into the next decision while plans are still active.
Trigger
Transcription Complete Trigger
Triggers when a transcription is complete. Polls Fireflies API for transcripts created or updated since the last poll time. Handles rate limiting gracefully.
Action
List Budgets
List all budgets and show available amounts across all cards.
Why this helps
Planning conversations lose momentum when nobody gathers the latest budget overview.
- Reduce finance follow-up
- Show available amounts quickly
- Support faster decisions
Setup
Build it in a few focused steps.
- 1Connect Fireflies and Brex once.
- 2Create a budget-overview automation.
- 3Tell Notis to list Brex budgets when the transcript requests a current availability review.
- 4Choose Fireflies Transcription Complete and a report channel.
- 5Test with one planning transcript.
Questions about this workflow
Does this change any budgets?
No. It only retrieves the current budget list and available amounts.
Can Notis highlight low availability?
Yes, ask it to call out budgets that need attention in the report.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Fireflies to Brex. A trigger fires from one place; an action lands in another.
Fireflies 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.
Transcription Complete Trigger
Triggers when a transcription is complete. Polls Fireflies API for transcripts created or updated since the last poll time. Handles rate limiting gracefully.
Create Department
Create a new department.
Create Expense
Create a new expense.
Create Location
Create a new location.
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.
Fireflies and Brex, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
Save your first hour today.
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No card. Works with personal or business Brex.