Keep Brex budgets aligned with Slack forecast updates
Reflect an agreed change in plans without leaving a budget decision stranded in a conversation.
Trigger
Channel Message Received
Triggered when a message is posted in a Slack channel (public, private, or multi-party IM). Does NOT match direct messages.
Action
Update Budget
Update budget details.
Why this helps
Forecast changes are easy to acknowledge in chat and forget to reflect in the actual budget.
- Keep approved plans and budget records closer together.
- Reduce the mental load of remembering a second update.
- Make finance follow-through part of the forecast conversation.
Setup
Build it in a few focused steps.
- 1Connect Slack and Brex to Notis once in the portal.
- 2Create an automation in the portal, or ask Notis to build it conversationally.
- 3Tell Notis in one instruction to update a Brex budget only when Slack clearly approves a revised forecast and identifies the budget.
- 4Select the Slack channel message trigger and where run reports should appear.
- 5Test with one real, approved forecast change.
Questions about this workflow
Should this act on early forecast discussion?
Instruct Notis to wait for a clearly approved revision before updating a budget.
How does Notis know which budget to update?
The prompt can require the message to identify the budget and describe the approved change.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Slack to Brex. A trigger fires from one place; an action lands in another.
Slack 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 Channel Created Trigger
Triggered when a new channel is created in Slack.
Create Department
Create a new department.
Channel Message Received
Triggered when a message is posted in a Slack channel (public, private, or multi-party IM). Does NOT match direct messages.
Create Expense
Create a new expense.
Direct Message Received
Triggered when a new direct message (DM) is sent to a user in Slack. Catches all DMs across all DM channels.
Create Location
Create a new location.
Message Reaction Added
Triggered when a reaction is added to a message in Slack. Supports optional filtering by channel and emoji name.
Create Job Title
Create a new job title.
Message Reaction Removed
Triggered when a reaction is removed from a message in Slack. Supports optional filtering by channel and emoji name.
Create User
Create a new user in the brex account.
Reaction Added Trigger
DEPRECATED: use `SLACK_MESSAGE_REACTION_ADDED` instead. Triggered when a reaction is added to a message in Slack.
Create Vendor Card
Create a new vendor card.
Connect any two apps with Notis in the middle.
Slack 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.