Update Brex budgets from sent approvals
A budget decision should not need another inbox reminder. Notis can apply the clear, approved change described in your sent email.
Trigger
Email Sent
Triggers when a Gmail message is sent by the authenticated user. It polls the 'SENT' label and emits metadata including sender, recipients, subject, timestamp, and thread ID.
Action
Update Budget
Update budget details.
Why this helps
Finance approvals can be communicated in email but remain unapplied in the budget tool.
- Move explicit budget approvals into Brex.
- Reduce the gap between a decision and its update.
- Identify missing or ambiguous budget details.
Setup
Build it in a few focused steps.
- 1Connect Gmail and Brex once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it for budget approvals.
- 3Tell Notis to update a Brex budget only when your sent email explicitly approves the change and identifies the budget and revised details; report ambiguity.
- 4Pick Email Sent as the trigger, select a report channel, and test with one real sent budget approval.
Questions about this workflow
Will a budget discussion trigger an update?
Instruct Notis to act only on a sent email that explicitly approves a change and provides the budget details.
Can it update a budget if the new amount is not stated?
Ask Notis to report the missing amount or other unclear detail for review.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Gmail to Brex. A trigger fires from one place; an action lands in another.
Gmail 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.
Email Sent
Triggers when a Gmail message is sent by the authenticated user. It polls the 'SENT' label and emits metadata including sender, recipients, subject, timestamp, and thread ID.
Create Department
Create a new department.
New Gmail Message Received Trigger
Triggers when a new message is received in Gmail.
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.
Gmail and Brex, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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No card. Works with personal or business Brex.