Triage urgent document requests automatically
See the documents that need attention first.
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
Urgent requests compete with routine document questions, making prioritization easy to miss.
- Separate urgent items from routine work
- Create a focused follow-up shortlist
- Reduce missed requests
Setup
Build it in a few focused steps.
- 1Connect Timelinesai and Boloforms once in Notis.
- 2Create an automation named Urgent document triage.
- 3Tell Notis: retrieve the Boloforms document list, use the urgency and document references in the WhatsApp message, and return a prioritized shortlist with reasons grounded in the message.
- 4Pick New WhatsApp Message Received as the trigger and choose where run reports go.
- 5Test with one urgent request.
Questions about this workflow
What defines urgency?
Urgency must be stated in the WhatsApp message or in your automation instruction.
Can it create a priority score?
It can rank items using the supplied context, but it should not invent unavailable deadlines.
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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