Turn WhatsApp expense messages into Agiled records
Record spending while the receipt and context are still at hand.
Trigger
New WhatsApp Message Received
Polling trigger that monitors for new messages received in TimelinesAI WhatsApp chats.
Action
Create Expense
Tool to create a new expense in agiled. use after gathering expense details and authenticating with your api key.
Why this helps
Small purchases shared in chat are easy to forget before finance records are updated.
- Reduce missed reimbursements
- Keep receipt notes with each expense
- Shorten end of month catch-up
Setup
Build it in a few focused steps.
- 1Connect TimelinesAI and Agiled once.
- 2Create an automation called WhatsApp expense capture.
- 3In one instruction, tell Notis to create an Agiled expense when a message contains a purchase, amount, vendor, or receipt details.
- 4Select New WhatsApp Message Received and choose the run report destination.
- 5Test with a real expense message.
Questions about this workflow
What if the currency is missing?
Notis can flag the expense for review instead of guessing the currency.
Can receipt images be considered?
If the message context provides image details, ask Notis to extract available information and note anything it cannot read.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Timelinesai to Agiled. A trigger fires from one place; an action lands in another.
Timelinesai triggers
Agiled actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Expense
Tool to create a new expense in agiled. use after gathering expense details and authenticating with your api key.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
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New WhatsApp Message Received
Polling trigger that monitors for new messages received in TimelinesAI WhatsApp chats.
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Tool to list currencies. use when you need to fetch available currency options after authentication.
Get Deals
Tool to retrieve a list of all deals. use after confirming your api key to list all deals for crm reporting.
Get Employees
Tool to retrieve a list of all employees. use when you need up-to-date employee directory from agiled.
Connect any two apps with Notis in the middle.
Timelinesai and Agiled, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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