Look up document owners from WhatsApp
Find the person tied to a document without hunting through tabs.
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
Ownership questions interrupt work because the answer is often buried in document records.
- Resolve ownership questions faster
- Surface signer details when available
- Keep an audit-friendly response
Setup
Build it in a few focused steps.
- 1Connect Timelinesai and Boloforms once in Notis.
- 2Create an automation named Document owner lookup.
- 3Tell Notis: retrieve the Boloforms document list, find the referenced document, and summarize any owner or signer information returned.
- 4Pick New WhatsApp Message Received as the trigger and choose where run reports go.
- 5Test with one ownership question.
Questions about this workflow
What if owner information is unavailable?
Notis should say the returned list did not include owner details.
Can it infer ownership from a person's name?
It should only report ownership fields present in the returned data.
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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