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Notis

Answer project status questions from WhatsApp

Give clear status answers without opening several project screens.

Trigger

New WhatsApp Message Received

Polling trigger that monitors for new messages received in TimelinesAI WhatsApp chats.

Action

Get Projects

Tool to retrieve a list of all projects. use after obtaining the api token.

Why this helps

Status questions interrupt focused work because the latest project details are not in the chat thread.

  • Respond with current project context
  • Reduce status checking overhead
  • Keep updates concise and consistent

Setup

Build it in a few focused steps.

  • 1Connect TimelinesAI and Agiled in Notis.
  • 2Create an automation called WhatsApp project status.
  • 3In one instruction, tell Notis to retrieve relevant Agiled projects and summarize status, dates, and notable details for status questions.
  • 4Select New WhatsApp Message Received and choose where reports go.
  • 5Test with a real project status question.

Questions about this workflow

What if the project name is ambiguous?

Notis can list likely matches and ask for clarification rather than selecting silently.

Can this update the project?

No. This workflow retrieves project information with Get Projects.

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.

TriggerScheduled

Create Expense

Tool to create a new expense in agiled. use after gathering expense details and authenticating with your api key.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

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."

ActionInstant

New WhatsApp Message Received

Polling trigger that monitors for new messages received in TimelinesAI WhatsApp chats.

TriggerPolling

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."

ActionInstant

Create Ticket

Tool to create a new support ticket in agiled. use after gathering all required ticket details (subject, message, priority, user id).

ActionInstant

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.

ActionInstant

Get Currencies

Tool to list currencies. use when you need to fetch available currency options after authentication.

ActionInstant

Get Deals

Tool to retrieve a list of all deals. use after confirming your api key to list all deals for crm reporting.

ActionInstant

Get Employees

Tool to retrieve a list of all employees. use when you need up-to-date employee directory from agiled.

ActionInstant

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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