Find a Brex charge from WhatsApp
Answer vendor charge questions without switching between chats and finance tools.
Trigger
New WhatsApp Message Received
Polling trigger that monitors for new messages received in TimelinesAI WhatsApp chats.
Action
Get Transactions by Description
Get transactions filtered by description text.
Why this helps
Vendor questions get buried in WhatsApp while transaction searches wait for later.
- Cuts context switching
- Finds likely matching charges quickly
- Creates a repeatable response workflow
Setup
Build it in a few focused steps.
- 1Connect TimelinesAI and Brex in Notis once.
- 2Create a new automation and name it for vendor charge lookups.
- 3Tell Notis to read each new WhatsApp message, extract the vendor or charge wording, and search Brex transactions by description.
- 4Pick New WhatsApp Message Received as the trigger.
- 5Choose a report channel and test with one real vendor question.
Questions about this workflow
What if the message has no vendor name?
Notis can search using the descriptive terms provided and report that the vendor is unclear.
Does this change any Brex data?
No. It only runs a transaction description search.
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.