Prepare a monthly Brex budget brief
Enter each planning cycle with a clear view of remaining budget.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Budgets
List all budgets and show available amounts across all cards.
Why this helps
Monthly planning starts with manual budget checks that delay decisions.
- Shorten monthly planning prep
- See available amounts together
- Focus attention on constrained budgets
Setup
Build it in a few focused steps.
- 1Connect Google Slides and Brex once in Notis.
- 2Create an automation asking Notis to list Brex budgets and summarize available amounts for the next planning cycle.
- 3Choose a monthly schedule trigger.
- 4Select a report channel and test one scheduled run.
Questions about this workflow
Can it focus on selected departments?
Yes, name the departments or projects in the instruction.
Does it update budgets?
No. It creates a review brief using the List Budgets action.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Google Slides to Brex. A trigger fires from one place; an action lands in another.
Google Slides 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.
New Slide Added
Fires when a new slide is added to a Google Slides presentation.
Create Department
Create a new department.
Create Expense
Create a new expense.
Create Location
Create a new location.
Create Job Title
Create a new job title.
Create User
Create a new user in the brex account.
Create Vendor Card
Create a new vendor card.
Connect any two apps with Notis in the middle.
Google Slides 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.