Check spending amounts from WhatsApp
Verify reported amounts while the question is still fresh.
Trigger
New WhatsApp Message Received
Polling trigger that monitors for new messages received in TimelinesAI WhatsApp chats.
Action
Get Transactions by Amount Range
Get transactions filtered by amount range.
Why this helps
Manually comparing a WhatsApp amount with finance records creates avoidable delays.
- Speeds up amount verification
- Surfaces matching transactions
- Reduces manual spreadsheet checks
Setup
Build it in a few focused steps.
- 1Connect TimelinesAI and Brex in Notis once.
- 2Create an automation named for spend range checks.
- 3Tell Notis to read the message, identify the stated amount or range, and find Brex transactions in that range.
- 4Select New WhatsApp Message Received as the trigger.
- 5Set a report channel and test with one real amount question.
Questions about this workflow
Can it handle approximate amounts?
Notis can use the range implied by the message and explain the assumptions in the report.
What happens when there are several matches?
The report can list the matching transactions for review.
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.