Create a Brex budget from a new planning folder
Create a planning folder, add the brief, and let Notis set up the Brex budget.
Trigger
OneDrive Folder Created Trigger
Triggers when a new folder is created in OneDrive. Uses Gmail-style state management for reliable duplicate prevention.
Action
Create Budget
Create a new budget for departments or projects.
Why this helps
Budget setup gets postponed while finance details remain scattered across planning documents.
- Start project budgets faster
- Use the planning brief as the source of truth
- Reduce setup handoffs
Setup
Build it in a few focused steps.
- 1Connect OneDrive and Brex once.
- 2Create an automation for new budget planning folders.
- 3Tell Notis to read the folder brief and create the Brex budget using the stated department, project, amount, and period, asking when details are absent.
- 4Pick the OneDrive Folder Created trigger and select a report channel.
- 5Test with one planning folder containing a sample brief.
Questions about this workflow
What if the folder has no budget brief yet?
Notis can report that the folder is waiting for required budget details.
Can I set approval rules in this workflow?
Only instructions supported by the Brex budget action can be applied; missing controls are reported.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link One drive to Brex. A trigger fires from one place; an action lands in another.
One drive 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.
Onedrivebasetrigger
Base trigger for OneDrive changes using Gmail-style state management. Subclasses override `filter_changes(...)` to extract only the relevant items.
Create Department
Create a new department.
OneDrive File Created Trigger
Triggers when a new file is created in OneDrive. Uses Gmail-style state management for reliable duplicate prevention.
Create Expense
Create a new expense.
File Updated
Trigger that fires when a OneDrive file's content or metadata changes. Returns file ID, last modified time, and modifier info.
Create Location
Create a new location.
OneDrive Folder Created Trigger
Triggers when a new folder is created in OneDrive. Uses Gmail-style state management for reliable duplicate prevention.
Create Job Title
Create a new job title.
OneDrive Item Deleted Trigger
Triggers when a file or folder is deleted in OneDrive. Uses Gmail-style state management for reliable duplicate prevention.
Create User
Create a new user in the brex account.
Item Moved or Renamed
Triggers when a file or folder is moved to a different path or renamed in OneDrive. Includes both old and new path/name data in the payload.
Create Vendor Card
Create a new vendor card.
Connect any two apps with Notis in the middle.
One drive 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.