Prepare client document follow-ups automatically
Turn a client question into a ready-to-send document follow-up.
Trigger
New WhatsApp Message Received
Polling trigger that monitors for new messages received in TimelinesAI WhatsApp chats.
Action
Get Documents List
Tool to retrieve a list of documents associated with the account. use when you need to list all documents.
Why this helps
Client questions require context gathering before you can write a useful reply.
- Draft replies with current document context
- Reduce repeated searching
- Keep client communication moving
Setup
Build it in a few focused steps.
- 1Connect Timelinesai and Boloforms once in Notis.
- 2Create an automation named Client document follow-up.
- 3Tell Notis: retrieve the Boloforms document list, identify the relevant document, and draft a concise follow-up that answers the WhatsApp question without claiming unsupported facts.
- 4Pick New WhatsApp Message Received as the trigger and choose where run reports go.
- 5Test with one client document question.
Questions about this workflow
Does this send the reply automatically?
The workflow prepares a follow-up draft in the configured report channel.
How does it choose the document?
It uses the document name or context in the WhatsApp message.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Timelinesai to Boloforms. A trigger fires from one place; an action lands in another.
Timelinesai triggers
Boloforms actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Get Documents List
Tool to retrieve a list of documents associated with the account. use when you need to list all documents.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
New WhatsApp Message Received
Polling trigger that monitors for new messages received in TimelinesAI WhatsApp chats.
Connect any two apps with Notis in the middle.
Timelinesai and Boloforms, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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