Create a Brex budget from a new spend policy
Write the spend policy once and let Notis turn its approved details into a Brex budget.
Trigger
New Document Added
Triggers when a new Google Doc is added/created. This trigger monitors Google Docs and fires when new documents are detected.
Action
Create Budget
Create a new budget for departments or projects.
Why this helps
Approved budget decisions remain trapped in documents until someone recreates them in Brex.
- Speeds budget activation
- Preserves policy context
- Reduces transcription errors
Setup
Build it in a few focused steps.
- 1Connect Google Docs and Brex in Notis once.
- 2Create an automation for new spend policy documents.
- 3Describe the approved budget details to create in one instruction.
- 4Pick New Document Added as the trigger and choose a report channel.
- 5Test it with one approved policy document.
Questions about this workflow
What information should the policy include?
Include the budget purpose and the details needed for the Brex budget creation request.
Can drafts create budgets?
Tell Notis to act only on documents marked approved, and have it report when approval is unclear.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Google Docs to Brex. A trigger fires from one place; an action lands in another.
Google Docs 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.
New Document Created
Triggers when a new Google Doc is created. This trigger monitors Google Docs and fires when new documents are detected. Uses timestamp filtering to efficiently poll for new documents.
Create Department
Create a new department.
Document Deleted
Triggers when an existing Google Doc is deleted (moved to trash). This trigger monitors Google Docs and fires when documents are trashed.
Create Expense
Create a new expense.
Document Placeholder Filled
Triggers when a Google Doc's plain text changes such that a configured placeholder token/pattern is no longer present (i.e., the document has been filled in). This trigger monitors a specific Google Doc and fires when a placeholder pattern that was previously present is no longer found in the document's plain text.
Create Location
Create a new location.
Document Search Update
Triggers when a Google Doc matching a user-defined search query is newly created or updated since the last poll. This trigger uses timestamp filtering to efficiently monitor documents.
Create Job Title
Create a new job title.
Document Structure Changed
Triggers when a Google Doc's structure changes (headers/footers added/removed, tables/images count changes). This trigger monitors a specific document for structural changes like: - Headers added or removed - Footers added or removed - Tables added or removed - Images (inline objects) added or removed - Positioned objects added or removed - Footnotes added or removed
Create User
Create a new user in the brex account.
Document Updated
Triggers when an existing Google Doc is updated or modified. This trigger monitors Google Docs and fires when documents are updated.
Create Vendor Card
Create a new vendor card.
Connect any two apps with Notis in the middle.
Google Docs 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.