Get a weekly budget availability report
Start the week knowing which budgets have room and which need attention.
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 visibility depends on someone remembering to pull the report.
- Creates predictable visibility
- Surfaces budget pressure early
- Removes recurring manual checks
Setup
Build it in a few focused steps.
- 1Connect TimelinesAI and Brex in Notis once.
- 2Create an automation named for the weekly budget report.
- 3Tell Notis to list Brex budgets and summarize available amounts with notable changes you provide.
- 4Pick a recurring Notis schedule as the trigger.
- 5Choose a report channel and test with one manual run.
Questions about this workflow
How often can it run?
Choose the recurring schedule that fits your operating rhythm.
Can it compare with a prior week?
Notis needs a supplied prior report or stored baseline to make that comparison.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Timelinesai to Brex. A trigger fires from one place; an action lands in another.
Timelinesai 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 WhatsApp Message Received
Polling trigger that monitors for new messages received in TimelinesAI WhatsApp chats.
Create Department
Create a new department.
Create Expense
Create a new expense.
Create Location
Create a new location.
Create Job Title
Create a new job title.
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.
Timelinesai 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.