Start Brex budget setup for a new plan
A newly created planning sheet can kick off the next budget setup step in Brex.
Trigger
New Spreadsheet Created
Triggers when a new Google Spreadsheet is created. This trigger monitors Google Spreadsheets and fires when new spreadsheets are detected. Uses timestamp filtering to efficiently detect newly created spreadsheets.
Action
Create Budget
Create a new budget for departments or projects.
Why this helps
A new planning workbook can sit idle while someone separately remembers to create the matching budget.
- Connect workbook creation with budget setup.
- Reduce the chance of forgetting the Brex follow-up.
- Use run reports to track the automation outcome.
Setup
Build it in a few focused steps.
- 1Connect Google Sheets and Brex once in the Notis portal.
- 2Create an automation and describe when a new planning spreadsheet should create a Brex budget.
- 3Pick New Spreadsheet Created as the trigger.
- 4Choose where Notis should send run reports.
- 5Test with one real planning spreadsheet and supplied budget details.
Questions about this workflow
Does a new spreadsheet include budget details?
The trigger detects newly created spreadsheets. Include budget information in your instruction or an accessible source.
Will this create a budget for every new spreadsheet?
Describe the criteria that identify a planning spreadsheet and the conditions for creating a 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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