Review behalf documents from WhatsApp
Answer delegated contract questions with a focused document summary.
Trigger
New WhatsApp Message Received
Polling trigger that monitors for new messages received in TimelinesAI WhatsApp chats.
Action
List Behalf Documents
Tool to list documents sent on behalf of users. Use when fetching and filtering documents you've sent or on behalf of others.
Why this helps
Delegated documents are hard to track when ownership and sender context are split.
- Clarify delegated sending activity
- Reduce account hunting
- Give founders a concise document view
Setup
Build it in a few focused steps.
- 1Connect TimelinesAI and BoldSign in Notis once.
- 2Create an automation that identifies the user or filter requested in WhatsApp and summarizes matching behalf documents.
- 3Pick the TimelinesAI New WhatsApp Message Received trigger.
- 4Choose where the summary should be delivered.
- 5Test with a message naming the delegated sender or document criteria.
Questions about this workflow
Can it search every behalf document?
It can list and filter according to the details available in the request and BoldSign action.
Does it alter any documents?
No. This workflow only retrieves and summarizes them.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Timelinesai to Boldsign. A trigger fires from one place; an action lands in another.
Timelinesai triggers
Boldsign actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
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New WhatsApp Message Received
Polling trigger that monitors for new messages received in TimelinesAI WhatsApp chats.
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Tool to list documents sent on behalf of users. Use when fetching and filtering documents you've sent or on behalf of others.
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Tool to edit a draft or sent document. Use when updating files, recipients, or document settings before finalizing the document.
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Tool to extend a document's expiry date. Use before signing to prolong a document's deadline.
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Tool to list documents in My Documents with filters. Use when you need to fetch and filter documents based on various criteria.
Connect any two apps with Notis in the middle.
Timelinesai and Boldsign, 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 Boldsign.