Create a Brex budget from a new planning spreadsheet

A new planning spreadsheet can trigger the spend control needed to support it.

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

New initiatives are planned in Sheets but budget controls are created later.

Connect planning creation to budget setup
Reduce launch delays
Make approved initiatives easier to fund

Setup

Build it in a few focused steps.

1Connect Google Super and Brex in Notis once.
2Create an automation describing which new spreadsheets should create budgets.
3Pick New Spreadsheet Created as the trigger.
4Choose a report channel.
5Test with one real planning spreadsheet.

Questions about this workflow

How does Notis know which spreadsheets qualify?

Your instruction can define the spreadsheet context that represents an approved initiative.

Can it create a budget without an amount?

Notis can report missing budget information instead of guessing.

When this happens · Trigger

Do this · Action

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Supported Triggers and Actions

Notis builds workflows that link Google Super to Brex. A trigger fires from one place; an action lands in another.

Google Super 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

Attendee Response Changed

Polling trigger that fires when any attendee's RSVP changes to accepted, declined, or tentative. Returns attendee info and current status.

TriggerPolling

Create Expense

Create a new expense.

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 Location

Create a new location.

ActionInstant

Comment Added (Docs/Sheets/Slides)

Triggers when a new comment is added to Google Docs, Sheets, or Slides.

TriggerPolling

Create Job Title

Create a new job title.

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 User

Create a new user in the brex account.

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 Vendor Card

Create a new vendor card.

ActionInstant

Connect any two apps with Notis in the middle.

Google Super and Brex, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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