Get expense details from WhatsApp
Move from a vague follow up to the exact expense record.
Trigger
New WhatsApp Message Received
Polling trigger that monitors for new messages received in TimelinesAI WhatsApp chats.
Action
Get Expense Details
Get details of a specific expense.
Why this helps
Expense follow ups require remembering which record the original conversation meant.
- Clarifies expense records quickly
- Keeps follow ups actionable
- Reduces repeated searching
Setup
Build it in a few focused steps.
- 1Connect TimelinesAI and Brex in Notis once.
- 2Create an automation for expense detail follow ups.
- 3Tell Notis to identify the expense reference in each message and retrieve its Brex details.
- 4Pick New WhatsApp Message Received as the trigger.
- 5Select a report channel and test with one real follow up.
Questions about this workflow
What reference can the message contain?
Notis uses the identifying context available in the message and reports if it is insufficient.
Does it update the expense?
No. It only retrieves details.
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.