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Use plan total changes to update a Brex budget

Let a changed planning total prompt a budget update in Brex, with the intended budget supplied in your instruction.

Trigger

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.

Action

Update Budget

Update budget details.

Why this helps

A plan's total can shift as line items change, leaving the corresponding budget decision easy to miss.

  • Notice meaningful changes to a calculated plan total.
  • Avoid checking totals by hand for every line edit.
  • Keep the target budget context explicit in the automation.

Setup

Build it in a few focused steps.

  • 1Connect Google Sheets and Brex once in the Notis portal.
  • 2Create an automation and describe how a changed plan total should update the intended Brex budget.
  • 3Pick Aggregate Metric Changed and select the metric and monitored data.
  • 4Choose where Notis should send run reports.
  • 5Test with one real change to the aggregate.

Questions about this workflow

Does the trigger provide a calculated total?

Yes. This trigger monitors an aggregate calculation and fires when its result changes.

Can this decide which Brex budget matches?

Only if you supply enough context in the sheet or instruction to identify the intended 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.

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

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.

TriggerPolling

Create Department

Create a new department.

ActionInstant

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.

TriggerPolling

Create Expense

Create a new expense.

ActionInstant

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.

TriggerPolling

Create Location

Create a new location.

ActionInstant

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.

TriggerPolling

Create Job Title

Create a new job title.

ActionInstant

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.

TriggerPolling

Create User

Create a new user in the brex account.

ActionInstant

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.

TriggerPolling

Create Vendor Card

Create a new vendor card.

ActionInstant

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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