Schedule a weekly Brex budget headroom check
Get a repeatable view of available budget amounts without remembering to open Brex and scan each one.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Budgets
List all budgets and show available amounts across all cards.
Why this helps
Budget checks are easy to postpone when they compete with the next urgent task.
- Create a predictable moment to review budget availability.
- Reduce manual navigation and repeated scanning.
- Make budget awareness easier to maintain during busy weeks.
Setup
Build it in a few focused steps.
- 1Connect Brex to Notis once in the portal.
- 2Create an automation in the portal, or ask Notis conversationally.
- 3Use one plain-language instruction for Notis to list budgets and available amounts for a weekly check-in.
- 4Choose a recurring weekly trigger and the channel where Notis should report runs.
- 5Test with one run and confirm the summary is useful.
Questions about this workflow
Does this change any budget?
No. The selected Brex action lists budgets and available amounts for review.
Can the cadence be adjusted?
Choose the recurring schedule that fits your review routine when creating the automation.
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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No card. Works with personal or business Brex.