Get budget details from WhatsApp
Bring budget limits and status into the conversation immediately.
Trigger
New WhatsApp Message Received
Polling trigger that monitors for new messages received in TimelinesAI WhatsApp chats.
Action
Get Budget Details
Get detailed information about a specific budget.
Why this helps
Teams lose time opening finance tools just to answer a basic budget status question.
- Shortens budget status checks
- Supports faster approvals
- Keeps decisions grounded in current data
Setup
Build it in a few focused steps.
- 1Connect TimelinesAI and Brex in Notis once.
- 2Create an automation for budget detail requests.
- 3Tell Notis to identify the budget from each message and retrieve its Brex details.
- 4Pick New WhatsApp Message Received as the trigger.
- 5Choose a report channel and test with one real request.
Questions about this workflow
Can it handle department budgets?
Yes, if the message identifies the relevant Brex budget.
Does it change budget settings?
No. It retrieves details only.
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.