Move approved budget plans from Sheets into Brex
Let a new approved budget row become the starting point for a Brex budget.
Trigger
New Rows in Google Sheet
Simple polling trigger that monitors Google Sheets for new rows. Detects when new rows are added and returns the complete row data. Perfect for triggering any workflow based on new sheet entries.
Action
Create Budget
Create a new budget for departments or projects.
Why this helps
Approved budgets often need to be re-entered in Brex, adding delay and transcription work.
- Cut repeat entry between planning and spend tools.
- Start budget setup as soon as an approved plan is recorded.
- Keep an automation run report for follow-up.
Setup
Build it in a few focused steps.
- 1Connect Google Sheets and Brex once in the Notis portal.
- 2Create an automation and describe how approved plan rows should become Brex budgets.
- 3Pick New Rows in Google Sheet for the approved budget sheet.
- 4Choose where Notis should send run reports.
- 5Test with one real approved plan row.
Questions about this workflow
What does the sheet need to contain?
Add the budget details Brex requires, such as its amount and department or project context. The automation cannot infer missing values.
Can this update an existing budget?
This workflow creates a new budget. Use Update Budget when your process is specifically to change an existing budget.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Google Sheets to Brex. A trigger fires from one place; an action lands in another.
Google Sheets 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.
Aggregate Metric Changed
Triggers when an aggregate metric (SUM/COUNT/AVG/MIN/MAX) changes in a Google Sheets spreadsheet. This trigger monitors an aggregate calculation on a target column (optionally filtered by a search column/value) and fires when the calculated result changes.
Create Department
Create a new department.
Cell Range Values Changed
Triggers when values in a specified A1 range change in Google Sheets. This trigger monitors a specific cell or range of cells and fires when any values change.
Create Expense
Create a new expense.
Conditional Format Rule Changed
Triggers when conditional formatting rules change in a Google Spreadsheet. Detects when rules are added, updated, or removed. Uses snapshot-based diffing to detect changes between polls.
Create Location
Create a new location.
Data Validation Rule Changed
Triggers when data validation rules change (added/updated/removed) in a Google Spreadsheet. Uses snapshot-based diffing to detect changes between polls.
Create Job Title
Create a new job title.
Developer Metadata Changed
Triggers when developer metadata entries change (new/updated/removed) in a Google Spreadsheet. Uses snapshot-based diffing to detect changes between polls.
Create User
Create a new user in the brex account.
Filtered Range Values Changed
Polling trigger that monitors Google Sheets filtered ranges for value changes. Uses snapshot-based diffing to detect when values matching a data filter change. Emits the matched values when changes are detected.
Create Vendor Card
Create a new vendor card.
Connect any two apps with Notis in the middle.
Google Sheets 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.