Refresh a Brex budget after a plan workbook changes
Use workbook changes as a reminder to keep the related Brex budget current.
Trigger
Spreadsheet Metadata Changed
Polling trigger that detects when a Google Spreadsheet's metadata changes. Uses snapshot-based diffing to detect any changes in spreadsheet properties, sheets, named ranges, developer metadata, data sources, etc.
Action
Update Budget
Update budget details.
Why this helps
Changes across sheets or named ranges can signal a plan update that is easy to leave out of Brex.
- Use broad spreadsheet changes as an operational signal.
- Reduce forgotten budget refreshes after plan edits.
- State the relevant budget context in your instruction.
Setup
Build it in a few focused steps.
- 1Connect Google Sheets and Brex once in the Notis portal.
- 2Create an automation and describe which metadata changes should update the relevant Brex budget.
- 3Pick Spreadsheet Metadata Changed for the planning spreadsheet.
- 4Choose where Notis should send run reports.
- 5Test with one real metadata change and a known budget update.
Questions about this workflow
What changes can this trigger detect?
It detects spreadsheet metadata changes, including properties, sheets, named ranges, developer metadata, and data sources.
Does the trigger know the new budget amount?
Only if that value is available in the event data or supplied in your instruction or source data.
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.