Keep budgets aligned with changing plans
When a project date or scope shifts, Notis turns the calendar change into a Brex budget update prompt.
Trigger
Calendar Event Changes
Triggered when a new calendar event occurs (created, updated, or deleted) in the Outlook calendar.
Action
Update Budget
Update budget details.
Why this helps
Calendar changes happen quickly, but budget assumptions stay frozen until someone remembers to edit them.
- Reflects schedule changes in budget records
- Makes changed assumptions visible
- Prevents stale project spend plans
Setup
Build it in a few focused steps.
- 1Connect Outlook and Brex in Notis once.
- 2Create an automation and describe how changed events should update related budgets.
- 3Pick Calendar Event Changes as the trigger.
- 4Choose where run reports should go.
- 5Test with one real rescheduled event.
Questions about this workflow
Can it handle deleted events?
Yes. Tell Notis what to do when the source event is deleted, such as report the affected budget for review.
How is the matching budget identified?
Use a shared project name or other context present in the event and your instruction.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Outlook to Brex. A trigger fires from one place; an action lands in another.
Outlook 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 Contact Added
Triggered when a new contact is added in the Outlook contacts.
Create Department
Create a new department.
Calendar Event Changes
Triggered when a new calendar event occurs (created, updated, or deleted) in the Outlook calendar.
Create Expense
Create a new expense.
New Calendar Event
Triggered when a new calendar event is created in the Outlook calendar.
Create Location
Create a new location.
New Outlook Message
Triggered when a new message is received in the Outlook mailbox.
Create Job Title
Create a new job title.
New Sent Message
Triggered when a new message is sent from the Outlook mailbox.
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.
Outlook and Brex, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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