Expense Approval Request Automation
Pending expenses in your filtered sheet immediately trigger WhatsApp approval requests—approvers see it in minutes, not days.
Trigger
Filtered Range Values Changed
Polling trigger that monitors Google Sheets filtered ranges for value changes. Uses snapshot-based diffing to detect when values matching a data filter change. Emits the matched values when changes are detected.
Action
Send template message
Send a template message to a whatsapp number.
Why this helps
Expenses sit in a pending column for days because you forget to send approval requests, slowing reimbursements.
- Expedite reimbursements by hours or days
- Approvers don't miss requests buried in email
- Template ensures consistent approval message
Setup
Build it in a few focused steps.
- 1Connect Google Sheets and WhatsApp.
- 2Set up a filter in your expenses sheet to show 'Pending Approval' expenses.
- 3Create an automation: 'When a new expense appears in my pending-approval filter, send the approver a WhatsApp template message with the amount, category, and receipt details.'
- 4Select 'Filtered Range Values Changed' as your trigger.
- 5Create or select a WhatsApp approval request template.
- 6Set WhatsApp as your channel and test with a pending expense.
Questions about this workflow
Who receives the approval request?
Specify in your automation prompt (e.g., 'Finance Manager' or specific person for certain categories).
Can the approver approve directly from WhatsApp?
WhatsApp templates have limitations. Set up a button message or link for them to confirm, or use a secondary automation to track approvals.
What happens after approval?
Have Notis update the status column in your sheet and send a reimbursement confirmation to the employee.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Google Sheets to Whatsapp. A trigger fires from one place; an action lands in another.
Google Sheets triggers
Whatsapp actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create message template
Create a new message template for the whatsapp business account. templates must be approved by whatsapp before they can be used. templates are required for marketing messages and messages sent outside the 24-hour window.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Delete message template
Delete a message template from the whatsapp business account. this permanently removes the template and it cannot be recovered. only delete templates that are no longer needed.
Aggregate Metric Changed
Triggers when an aggregate metric (SUM/COUNT/AVG/MIN/MAX) changes in a Google Sheets spreadsheet. This trigger monitors an aggregate calculation on a target column (optionally filtered by a search column/value) and fires when the calculated result changes.
Get business profile
Get the business profile information for a whatsapp business phone number. this includes business details like description, address, website, and contact info.
Cell Range Values Changed
Triggers when values in a specified A1 range change in Google Sheets. This trigger monitors a specific cell or range of cells and fires when any values change.
Get media
Get information about uploaded media including a temporary download url. the download url is valid for 5 minutes and can be used to retrieve the actual media file. this is useful for downloading media that was sent to your whatsapp number.
Conditional Format Rule Changed
Triggers when conditional formatting rules change in a Google Spreadsheet. Detects when rules are added, updated, or removed. Uses snapshot-based diffing to detect changes between polls.
Get media info
Get metadata about uploaded media without generating a download url. this is useful for checking file size, type, and hash without downloading the file. use get media if you need the actual download url.
Data Validation Rule Changed
Triggers when data validation rules change (added/updated/removed) in a Google Spreadsheet. Uses snapshot-based diffing to detect changes between polls.
Get message templates
Get all message templates for the whatsapp business account. templates are required for sending messages outside the 24-hour window and for marketing/utility messages.
Developer Metadata Changed
Triggers when developer metadata entries change (new/updated/removed) in a Google Spreadsheet. Uses snapshot-based diffing to detect changes between polls.
Get phone number
Get details of a specific phone number associated with a whatsapp business account.
Filtered Range Values Changed
Polling trigger that monitors Google Sheets filtered ranges for value changes. Uses snapshot-based diffing to detect when values matching a data filter change. Emits the matched values when changes are detected.
Get phone numbers
Get all phone numbers associated with a whatsapp business account (waba).
Connect any two apps with Notis in the middle.
Google Sheets and Whatsapp, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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