Pull expenses from a WhatsApp request
Give your team the expense view they asked for without a follow up hunt.
Trigger
New WhatsApp Message Received
Polling trigger that monitors for new messages received in TimelinesAI WhatsApp chats.
Action
Get Expenses
Get expenses for a date range.
Why this helps
Expense requests in chat can sit unanswered until someone remembers the exact dates.
- Answers expense requests faster
- Keeps date context intact
- Makes recurring requests easier to handle
Setup
Build it in a few focused steps.
- 1Connect TimelinesAI and Brex in Notis once.
- 2Create an automation for WhatsApp expense requests.
- 3Tell Notis to read each message and retrieve Brex expenses for the stated date range.
- 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 a request for this month?
Notis can interpret common date phrases and state the period used.
Does it submit or edit expenses?
No. This workflow retrieves expenses 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.
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No card. Works with personal or business Brex.