Mercury Balance Alerts to WhatsApp—Instantly

Launch the Mercury balance alerts to WhatsApp Blueprint (WORKFLOW) to auto-send your daily balance to your personal number. Built by Nessim Btesh. Add MERCURY_API_KEY and deploy in minutes.

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WORKFLOW
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Nessim Btesh
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Stop checking balances manually

Manual balance checks waste time and create risk. Teams juggle a dozen tabs, miss low-balance moments, and delay decisions because information arrives late.

Frequent context switching to log into Mercury just to confirm cash on hand

Missed low-balance thresholds leading to overdraft or declined payments

Delayed updates to founders or finance leads when it matters most

No standardized, auditable way to share daily balances

An AI agent blueprint that checks and alerts for you

The Mercury balance alerts to WhatsApp Blueprint is a pre-built AI agent workflow that runs inside the AgentUI automation platform. Schedule it once, add your MERCURY_API_KEY secret, and AgentUI handles secure retrieval of your Mercury balance and posts a clean WhatsApp message to your personal number—no code, no extra integrations required. With built-in backend, logging, and instant deployment, you get reliable, daily visibility without maintenance.

Key features for reliable workflow automation

One-click deployment

Spin up this AI agent blueprint in AgentUI with instant deployment—no servers, no scripts, just a production-ready automation solution.

Secure secrets management

Store MERCURY_API_KEY as an encrypted secret in AgentUI for safe API access and compliant business process automation.

Scheduled runs & retries

Set daily or custom schedules with automatic retries so your WhatsApp balance alert is delivered predictably every time.

WhatsApp delivery out of the box

Use AgentUI’s built-in messaging to send concise balance summaries to your personal number—zero additional setup.

Configurable thresholds & formatting

Add low-balance alerts, currency formatting, and message templates to fit your reporting standards—no-code automation controls.

Audit logs & observability

Track every workflow execution, payload, and delivery status for accountability and faster troubleshooting.

Scales with your processes

Clone the workflow for multiple accounts or numbers and manage all runs centrally—true workflow automation for finance ops.

Runs only on AgentUI

This blueprint operates within AgentUI, leveraging the platform’s AI agent blueprints, built-in backend, and automation tools.

Business outcomes that matter

Save 15–30 minutes daily by eliminating manual balance checks

Decrease overdraft and failed-payment risk with timely alerts

Give founders and finance leaders fast, actionable visibility

Standardize daily reporting with audit-ready logs

No-code setup and zero maintenance overhead

Scale from one number to many without complexity

Practical use cases

Founder daily runway check

Each morning at 8am, receive your Mercury balance on WhatsApp so you can decide on spending or transfers before the workday begins.

Finance ops morning digest

Finance manager gets a daily alert and shares it in a team channel; optionally duplicate the workflow for different entities.

Weekend & holiday coverage

Stay informed even when you’re away from the laptop—no portal logins, just a trustworthy WhatsApp message.

Controller client oversight

Controllers monitoring multiple client balances clone the workflow per client, standardizing daily check-ins without extra tools.

How it compares to Relay, Ramp, Novo, Brex

Relay, Ramp, Novo, and Brex focus on banking and spend management. This AgentUI blueprint focuses on automation: instant, no-code workflow automation to deliver Mercury balances to WhatsApp. Unlike those platforms, AgentUI provides an AI-powered, all-in-one automation platform with pre-built blueprints, built-in backend, and no setup beyond adding MERCURY_API_KEY. Use them for finance accounts; use AgentUI to automate alerts across your processes.

Ready to get started?

Try this blueprint and transform your workflow today.