List Brex budgets for a planning task
See available budget capacity before committing to the next action.
Trigger
New Task Created
Triggers when a new task is created in a Google Tasks list. Uses timestamp filtering (updatedMin) to efficiently detect new tasks.
Action
List Budgets
List all budgets and show available amounts across all cards.
Why this helps
Founders make planning decisions without a current view of remaining budget.
- Improve spending decisions
- See available amounts quickly
- Keep planning context attached
Setup
Build it in a few focused steps.
- 1Connect Google Tasks and Brex once in Notis.
- 2Create the automation and describe the budget summary needed for each planning task.
- 3Tell Notis to list Brex budgets and highlight available amounts relevant to the task.
- 4Pick New Task Created as the trigger and choose a report channel.
- 5Test with a budget planning task.
Questions about this workflow
Can it focus on one department?
Yes. Include the department or project in the task and ask Notis to focus the summary.
Does it change budgets?
No. It reads budget availability for planning.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Google Tasks to Brex. A trigger fires from one place; an action lands in another.
Google Tasks 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 Task Created
Triggers when a new task is created in a Google Tasks list. Uses timestamp filtering (updatedMin) to efficiently detect new tasks.
Create Department
Create a new department.
New Task List Created
Triggers when a new Google Tasks task list is created. This trigger monitors Google Tasks and fires when new task lists are detected.
Create Expense
Create a new expense.
Task Details Changed
Triggers when a specific task's details change. This trigger monitors a single Google Task and fires when any of its details (title, notes, status, due date, completion, position) are modified.
Create Location
Create a new location.
Task List Changed
Triggers when a task list changes (title or content updates). This trigger monitors a specific Google Tasks list and fires when changes are detected.
Create Job Title
Create a new job title.
Task Updated
Triggers when an existing task is updated in a Google Tasks list. This trigger monitors a specific task list and fires when tasks are modified.
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 Tasks 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.