Review Brex budget transactions from new slides
Trace project spend from the slide where the question was raised.
Trigger
New Slide Added
Fires when a new slide is added to a Google Slides presentation.
Action
Get Budget Transactions
Get transactions for a specific budget.
Why this helps
Investigating budget usage requires switching between the presentation and transaction history.
- Trace spend to a budget quickly
- Reduce context switching
- Support evidence based decisions
Setup
Build it in a few focused steps.
- 1Connect Google Slides and Brex once in Notis.
- 2Create an automation that identifies the budget in each new slide and retrieves its Brex transactions.
- 3Pick New Slide Added as the trigger.
- 4Choose a report channel and test with a slide naming a budget.
Questions about this workflow
Can it summarize by vendor?
Yes. Ask Notis to group the returned transactions by vendor or another available attribute.
What if no budget is named?
The report can ask for clarification instead of running an uncertain lookup.
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.