Prepare historical rates for monthly close
Collect date specific rate data before close review becomes urgent.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Historical Exchange Rates
Tool to retrieve historical exchange rate data for past dates going back to 1996. Use when you need to access exchange rates for a specific historical date with a base currency.
Why this helps
Close work is slowed by last minute searches for rates tied to transaction dates.
- Reduce close time pressure
- Keep transaction dates explicit
- Create a repeatable evidence pack
Setup
Build it in a few focused steps.
- 1Connect TimelinesAI and CurrencyScoop in Notis.
- 2Create an automation named Monthly close rate pack.
- 3Tell Notis to retrieve historical rates for the specified close dates and base currencies, then format a review ready summary.
- 4Choose a recurring schedule trigger for your close calendar.
- 5Choose the report channel and test with one real close date.
Questions about this workflow
Can it cover several transaction dates?
Yes. Include each required date and base currency in the instruction.
Does it calculate accounting entries?
No. It retrieves the requested rate data and summarizes it for review.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Timelinesai to CurrencyScoop. A trigger fires from one place; an action lands in another.
Timelinesai triggers
CurrencyScoop actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Convert Currency
Tool to perform a single currency conversion from one currency to another for a specified amount. Use when you need to convert a specific amount between two currencies using mid-market rates.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Get Currencies
Tool to retrieve all supported currencies including their names and countries. Use when you need information about available currencies, either fiat or crypto.
New WhatsApp Message Received
Polling trigger that monitors for new messages received in TimelinesAI WhatsApp chats.
Get Historical Exchange Rates
Tool to retrieve historical exchange rate data for past dates going back to 1996. Use when you need to access exchange rates for a specific historical date with a base currency.
Get Latest Exchange Rates
Tool to get real-time exchange rates for all supported currencies with a specified base currency. Use when you need current exchange rates for currency conversions or financial calculations.
Get Timeseries Exchange Rates
Tool to retrieve historical exchange rates for a given time period between start and end dates. Use when you need exchange rates for multiple dates in a date range for trend analysis or historical comparisons.
Connect any two apps with Notis in the middle.
Timelinesai and CurrencyScoop, 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 CurrencyScoop.