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Review document deadlines from WhatsApp

See deadline related document details while the request is fresh.

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

Deadline reminders arrive in chat, but the supporting document details still require manual lookup.

  • Keep deadline context together
  • Surface available timing details
  • Reduce last-minute searching

Setup

Build it in a few focused steps.

  • 1Connect Timelinesai and Boloforms once in Notis.
  • 2Create an automation named Document deadline review.
  • 3Tell Notis: retrieve the Boloforms document list, find the referenced documents, and summarize any returned deadline or status details while clearly labeling missing dates.
  • 4Pick New WhatsApp Message Received as the trigger and choose where run reports go.
  • 5Test with one deadline reminder.

Questions about this workflow

Can it calculate a deadline?

Only if the message provides the needed date and rule; otherwise it reports available fields.

What happens when no date is returned?

The result should mark the deadline as unavailable rather than guess.

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.

TriggerScheduled

Get Documents List

Tool to retrieve a list of documents associated with the account. use when you need to list all documents.

ActionInstant

Webhook trigger

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

TriggerInstant

New WhatsApp Message Received

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

TriggerPolling

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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