Start project budgets from your calendar
A new project meeting can instantly become a tracked Brex budget, so spending starts with a clear container.
Trigger
New Calendar Event
Triggered when a new calendar event is created in the Outlook calendar.
Action
Create Budget
Create a new budget for departments or projects.
Why this helps
New initiatives begin in meetings, while budget setup waits for a separate admin task.
- Creates budget structure at project kickoff
- Keeps meeting context attached to spending
- Reduces setup delays for new work
Setup
Build it in a few focused steps.
- 1Connect Outlook and Brex in Notis once.
- 2Create an automation and describe how to create a budget from qualifying calendar events.
- 3Pick New Calendar Event as the trigger.
- 4Choose where run reports should go.
- 5Test with one real project kickoff event.
Questions about this workflow
How does Notis know which events qualify?
Describe the event names, attendees, or wording that should count as a project kickoff.
Can it choose the budget amount?
Tell Notis the approved amount in the event or instruction, or have it report when the amount is missing.
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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