Check email history before handling a refund request
Review the prior conversation before making a refund decision.
Trigger
New WhatsApp Message Received
Polling trigger that monitors for new messages received in TimelinesAI WhatsApp chats.
Action
List Messages
List messages from an agentmail inbox
Why this helps
Refund context can be scattered across inbox threads and WhatsApp messages.
- See prior commitments
- Reduce inconsistent decisions
- Prepare a documented response
Setup
Build it in a few focused steps.
- 1Connect Timelinesai and Agent mail once in Notis.
- 2Create an automation for refund history checks.
- 3Tell Notis to list related Agent mail messages and summarize prior promises, payment references, and unresolved issues without deciding the refund.
- 4Select the new Timelinesai message trigger and a report channel.
- 5Test with one request that has a known email thread.
Questions about this workflow
Will it approve or deny the refund?
No. This workflow only gathers email context unless you explicitly define another action.
What if the customer cannot be matched?
Notis should report that matching information is missing.
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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7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Agent mail.