Budget Overrun Alert
Catch budget creep before it becomes a problem. This automation monitors Procore budget line items daily and fires when any have modifications that indicate cost overruns. Get an email alert and a Google Sheets log so your project managers can review and approve change orders proactively.
How it works
Three steps to automate
Connect your data source
Link your QuickBooks, Salesforce, HubSpot, or any supported platform. Brooked syncs the data to a Google Sheet automatically.
Set your trigger
Choose a condition — value thresholds, new rows, or let AI evaluate the data. Configure the check schedule: hourly, daily, or weekly.
Choose your actions
Pick what happens when the trigger fires: email alerts, Slack messages, Google Sheets logs, Salesforce tasks, QuickBooks invoices, and more.
Trigger
Condition match
Fires when rows in your connected data source match specific conditions you define — thresholds, status changes, date checks, and more.
Default condition
Budget Modifications is greater than $0
Schedule
Once a day
Brooked checks your Procore data once a day. When the trigger condition is met, your configured actions fire automatically. You can adjust the frequency any time.
Actions
What happens when it fires
Every action runs automatically. Add or remove actions any time without rebuilding the automation.
Email alert
Send an email summary to your team with the rows that triggered the automation.
Log to Google Sheet
Append triggered rows to a Google Sheets tab for tracking and audit.
Related
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Open Punch List Alert
Track punch list items that haven't been resolved.
QuickBooks
Overdue Invoice Follow-up
Automatically follow up on invoices that are past due with an outstanding balance.
Get your spreadsheet hours back
Brooked sets up in seconds. Your team is querying live data before lunch.
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