Find the right Agiled teammate for each WhatsApp request
Route work with a current employee directory instead of relying on memory.
Trigger
New WhatsApp Message Received
Polling trigger that monitors for new messages received in TimelinesAI WhatsApp chats.
Action
Get Employees
Tool to retrieve a list of all employees. use when you need up-to-date employee directory from agiled.
Why this helps
Founders lose time deciding who should handle a request when team ownership is unclear.
- Make ownership decisions faster
- Use current team information
- Reduce routing back and forth
Setup
Build it in a few focused steps.
- 1Connect TimelinesAI and Agiled once.
- 2Create an automation named WhatsApp request routing.
- 3Tell Notis to retrieve likely Agiled employees when a message asks for help or names a responsibility, then explain the match.
- 4Pick New WhatsApp Message Received and choose a report channel.
- 5Test with a real routing request.
Questions about this workflow
Does this assign the work automatically?
No. It retrieves employees so you can make or communicate the assignment with accurate context.
Can Notis handle vague responsibilities?
Ask it to show possible matches and state what information is missing.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Timelinesai to Agiled. A trigger fires from one place; an action lands in another.
Timelinesai triggers
Agiled actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
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Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Project
Tool to create a new project in agiled. use when you have collected all project details and need to set up the project before assigning tasks. example: "create a new project named website redesign with start date 2023-09-01 and status in progress."
New WhatsApp Message Received
Polling trigger that monitors for new messages received in TimelinesAI WhatsApp chats.
Create Task
Tool to create a new task in agiled. use when you have all task details and want to add it to your project board. example: "create a task titled 'draft specs' for project 45, assigned to user 7, priority normal, due date 2025-11-05."
Create Ticket
Tool to create a new support ticket in agiled. use after gathering all required ticket details (subject, message, priority, user id).
Get Contacts
Tool to retrieve a list of all contacts. use after configuring the api key to fetch contacts with optional pagination or search filters.
Get Currencies
Tool to list currencies. use when you need to fetch available currency options after authentication.
Get Deals
Tool to retrieve a list of all deals. use after confirming your api key to list all deals for crm reporting.
Get Employees
Tool to retrieve a list of all employees. use when you need up-to-date employee directory from agiled.
Connect any two apps with Notis in the middle.
Timelinesai and Agiled, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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