Rename Affinda documents from WhatsApp
A naming request in WhatsApp updates the matching Affinda document in seconds.
Trigger
New WhatsApp Message Received
Polling trigger that monitors for new messages received in TimelinesAI WhatsApp chats.
Action
Update Document
Tool to update specific fields of a document. use when you need to rename, reassign, or adjust expiry and storage settings after document creation.
Why this helps
Files arrive with unclear names and stay difficult to find later.
- Improve document search
- Standardize naming quickly
- Reduce workspace cleanup
Setup
Build it in a few focused steps.
- 1Connect TimelinesAI and Affinda in Notis.
- 2Create an automation named Chat Document Renamer.
- 3Tell Notis to find the referenced Affinda document and update only its name using the requested format.
- 4Pick New WhatsApp Message Received as the trigger.
- 5Choose where reports go and test with one rename request.
Questions about this workflow
Can the automation invent a name?
Tell Notis to use a defined naming pattern and ask for clarification when required details are missing.
Does it change document contents?
No. It updates document metadata only.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Timelinesai to Affinda. A trigger fires from one place; an action lands in another.
Timelinesai triggers
Affinda actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Batch Update Annotations
Tool to update multiple annotations in one request. use when you need to modify parsed values or other fields across many annotations at once.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Collection
Tool to create a new collection. use after you have a valid workspace id and want to group documents by a specific extractor within that workspace.
New WhatsApp Message Received
Polling trigger that monitors for new messages received in TimelinesAI WhatsApp chats.
Create Document
Tool to upload a new document for parsing. use when you have the document file or a public url and need to extract structured data immediately.
Create Organization
Tool to create a new organization. use when you have a unique organization name and want to group resources under it.
Create RESTHook Subscription
Tool to create a new resthook subscription. use after confirming your webhook endpoint is ready to receive document event notifications.
Create Tag
Tool to create a new tag. use when you need to label documents in a specific workspace.
Create Validation Result
Tool to create a validation result. use when recording validation outcomes for a document after parsing.
Create Workspace
Tool to create a new workspace. use when you need to programmatically create a workspace container within an organization.
Connect any two apps with Notis in the middle.
Timelinesai and Affinda, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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