Review possible duplicate documents
Turn a duplicate alert into a clean review list.
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
Duplicate paperwork wastes time and is hard to confirm while switching between chat and document records.
- Focus review on likely duplicates
- Reduce repeated document handling
- Keep deletion decisions with a human
Setup
Build it in a few focused steps.
- 1Connect Timelinesai and Boloforms once in Notis.
- 2Create an automation named Duplicate document review.
- 3Tell Notis: retrieve the Boloforms document list, group entries that appear duplicated based on the WhatsApp criteria, and present them for human review without deleting anything.
- 4Pick New WhatsApp Message Received as the trigger and choose where run reports go.
- 5Test with one duplicate alert.
Questions about this workflow
Does this delete duplicates?
No. It only presents likely duplicate groups for review.
What matching criteria are used?
Use the names, identifiers, or criteria stated in the WhatsApp message or automation instruction.
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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