Create Brex project budgets from Slack
Capture budget requests where they happen and give each project a clear spending home in Brex.
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
Create Budget
Create a new budget for departments or projects.
Why this helps
A budget request buried in project chat can be missed or delayed while you switch between Slack and Brex.
- Reduce retyping between project discussion and finance setup.
- Keep approved project funding connected to its original Slack context.
- Start a consistent budget setup from a clear request.
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 create one conversationally.
- 3Use one plain-language instruction to create a Brex project budget when a Slack message clearly requests one, using the project and budget details stated there.
- 4Select the Slack channel message trigger and choose where Notis should report runs.
- 5Test with one real, approved project budget request.
Questions about this workflow
Will every Slack message create a budget?
Instruct Notis to act only when a message clearly requests an approved project budget, so ordinary discussion does not initiate setup.
Do I need to map project fields?
No. Describe the desired outcome in one plain-language prompt; Notis interprets the request details.
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
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