Review card activity from WhatsApp
See card activity for the exact period your team is discussing.
Trigger
New WhatsApp Message Received
Polling trigger that monitors for new messages received in TimelinesAI WhatsApp chats.
Action
Get Card Transactions
Get card transactions for a date range.
Why this helps
Card reviews get delayed when the request and the finance system live in separate places.
- Speeds up card reviews
- Supports incident checks
- Creates consistent reporting
Setup
Build it in a few focused steps.
- 1Connect TimelinesAI and Brex in Notis once.
- 2Create an automation for card activity reviews.
- 3Tell Notis to read the message, identify the card and date range, and retrieve matching Brex card transactions.
- 4Choose New WhatsApp Message Received as the trigger.
- 5Pick a report channel and test with one real card review request.
Questions about this workflow
What if the card is not identified?
Notis reports the missing context instead of guessing a card.
Can it cover a full month?
Yes, when the message provides a clear monthly period.
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.