Request missing documents automatically
Keep projects moving by asking for the exact information you still need.
Trigger
New WhatsApp Message Received
Polling trigger that monitors for new messages received in TimelinesAI WhatsApp chats.
Action
Send Email
Send an email using agentmail api
Why this helps
Incomplete WhatsApp intake creates repeated chases and stalled work.
- Ask for only missing items
- Reduce repeated questions
- Speed up project starts
Setup
Build it in a few focused steps.
- 1Connect Timelinesai and Agent mail once in Notis.
- 2Create an automation for missing document requests.
- 3Tell Notis to compare the message with your stated intake checklist and email only the missing documents or details.
- 4Pick the new Timelinesai message trigger and a report channel.
- 5Test with one incomplete intake message.
Questions about this workflow
Where does the checklist come from?
Include your checklist directly in the automation instruction.
Can it skip complete submissions?
Yes. Tell Notis to take no email action when all required items are present.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Timelinesai to Agent mail. A trigger fires from one place; an action lands in another.
Timelinesai triggers
Agent mail actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Get Message
Get a specific message from an agentmail inbox
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
List Messages
List messages from an agentmail inbox
New WhatsApp Message Received
Polling trigger that monitors for new messages received in TimelinesAI WhatsApp chats.
Send Email
Send an email using agentmail api
Connect any two apps with Notis in the middle.
Timelinesai and Agent mail, 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 Agent mail.