Review Brex budget availability weekly
See which budgets have room before new spending decisions land.
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
Founders discover budget pressure late because availability is checked only when asked.
- Improve planning visibility
- Catch budget pressure earlier
- Reduce ad hoc finance requests
Setup
Build it in a few focused steps.
- 1Connect Brex once in the Notis portal.
- 2Create the automation and describe the budget availability summary you need.
- 3Choose a recurring Notis schedule as the trigger.
- 4Select a report channel and run one test.
- 5Review one real budget report.
Questions about this workflow
What does the workflow return?
It lists Brex budgets and shows available amounts across cards.
Can I ask for a concise summary?
Yes. Specify the level of detail and decisions you want highlighted.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Typeform to Brex. A trigger fires from one place; an action lands in another.
Typeform 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 Form Response
Triggers when a respondent completes and submits the form.
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.
Typeform 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.