Answer budget questions without a spreadsheet hunt
Notis can turn a budget question in your inbox into a current Brex overview with available amounts.
Trigger
New Outlook Message
Triggered when a new message is received in the Outlook mailbox.
Action
List Budgets
List all budgets and show available amounts across all cards.
Why this helps
Budget status requests interrupt deep work because the answer is scattered across finance views.
- Answers budget questions faster
- Shows available amounts in one report
- Reduces ad hoc spreadsheet work
Setup
Build it in a few focused steps.
- 1Connect Outlook and Brex in Notis once.
- 2Create an automation and describe how to summarize budgets for qualifying requests.
- 3Pick New Outlook Message as the trigger.
- 4Choose where run reports should go.
- 5Test with one real budget status email.
Questions about this workflow
Can it focus on one department?
Yes. Tell Notis the department or project context to prioritize.
Does it change budgets?
No. This workflow retrieves and summarizes current budget information.
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
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Brex.