Send client summary emails from WhatsApp updates
Give every important update a durable, easy-to-find email trail.
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
Key decisions and progress updates stay buried in fast-moving WhatsApp chats.
- Create a searchable record
- Clarify next steps
- Keep stakeholders aligned
Setup
Build it in a few focused steps.
- 1Connect Timelinesai and Agent mail once in Notis.
- 2Create an automation named client summary email.
- 3Tell Notis to summarize the new WhatsApp message into decisions, risks, and next steps, then send it to the supplied recipient.
- 4Choose the new Timelinesai message trigger and a report channel.
- 5Test with one real project update.
Questions about this workflow
Can I control the summary format?
Yes. State the sections and tone you want in the automation instruction.
Does it invent missing project details?
It should mark details as unknown when the WhatsApp message does not provide them.
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
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No card. Works with personal or business Agent mail.