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Notis

Scan Brex transaction amounts from a finance doc threshold

When the planning document gets substantial, run the spend check that should follow.

Trigger

Document Word Count Threshold

Triggers when a Google Doc's word/character count crosses a user-defined threshold. This trigger monitors a specific Google Doc and fires when its word or character count becomes greater than or equal to the configured threshold value.

Action

Get Transactions by Amount Range

Get transactions filtered by amount range.

Why this helps

Large planning updates often signal a review, but the spend check is easy to forget.

  • Creates a timely review cue
  • Focuses attention on material charges
  • Turns document growth into action

Setup

Build it in a few focused steps.

  • 1Connect Google Docs and Brex in Notis once.
  • 2Create an automation for the planning document.
  • 3Describe the amount range and summary to return from Brex.
  • 4Pick Document Word Count Threshold as the trigger and choose a report channel.
  • 5Test it by crossing the threshold with a real update.

Questions about this workflow

What does the threshold measure?

The trigger can monitor the configured word or character count of a specific Google Doc.

Does Brex receive the document text?

Notis uses your instruction and the trigger context to run the Brex transaction query you request.

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.

TriggerScheduled

Create Budget

Create a new budget for departments or projects.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Create Card

Create a new card and assign it to a user.

ActionInstant

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.

TriggerPolling

Create Department

Create a new department.

ActionInstant

Document Deleted

Triggers when an existing Google Doc is deleted (moved to trash). This trigger monitors Google Docs and fires when documents are trashed.

TriggerPolling

Create Expense

Create a new expense.

ActionInstant

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.

TriggerPolling

Create Location

Create a new location.

ActionInstant

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.

TriggerPolling

Create Job Title

Create a new job title.

ActionInstant

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

TriggerPolling

Create User

Create a new user in the brex account.

ActionInstant

Document Updated

Triggers when an existing Google Doc is updated or modified. This trigger monitors Google Docs and fires when documents are updated.

TriggerPolling

Create Vendor Card

Create a new vendor card.

ActionInstant

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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