Check budget transactions from WhatsApp
Answer budget questions with the underlying activity in view.
Trigger
New WhatsApp Message Received
Polling trigger that monitors for new messages received in TimelinesAI WhatsApp chats.
Action
Get Budget Transactions
Get transactions for a specific budget.
Why this helps
Budget questions often require a separate search before a decision can be made.
- Improves budget visibility
- Supports project decisions
- Reduces manual reconciliation
Setup
Build it in a few focused steps.
- 1Connect TimelinesAI and Brex in Notis once.
- 2Create an automation for budget transaction checks.
- 3Tell Notis to identify the budget named in each message and retrieve its Brex transactions.
- 4Select New WhatsApp Message Received as the trigger.
- 5Choose a report channel and test with one real budget question.
Questions about this workflow
What if the budget name is shortened?
Notis can use the wording provided and flag uncertainty when several budgets may match.
Will it show available budget too?
This workflow retrieves transactions; use a budget details workflow for balances.
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
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No card. Works with personal or business Brex.