Review a Brex date range from WhatsApp
Get a clean period view before the next decision or meeting.
Trigger
New WhatsApp Message Received
Polling trigger that monitors for new messages received in TimelinesAI WhatsApp chats.
Action
Get Transactions
Get transactions for a date range.
Why this helps
Date based spend questions often trigger a last minute finance dig.
- Creates fast period snapshots
- Supports meeting preparation
- Keeps the request tied to its source message
Setup
Build it in a few focused steps.
- 1Connect TimelinesAI and Brex in Notis once.
- 2Create a new automation for date range reviews.
- 3Tell Notis to identify the requested dates in each message and retrieve Brex transactions for that period.
- 4Choose New WhatsApp Message Received as the trigger.
- 5Pick where reports go and test with one real date request.
Questions about this workflow
What if the dates are ambiguous?
Notis can flag the ambiguity and use the clearest interpretation in its report.
Can this produce a summary?
Yes. Notis can summarize the returned transactions without changing them.
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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7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Brex.