Reconcile document references automatically
Know which references match before work moves forward.
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
Names and references copied into chat may be incomplete or inconsistent, creating avoidable follow-up.
- Catch unmatched references early
- Separate ambiguity from confirmed matches
- Reduce correction loops
Setup
Build it in a few focused steps.
- 1Connect Timelinesai and Boloforms once in Notis.
- 2Create an automation named Document reference reconciliation.
- 3Tell Notis: retrieve the Boloforms document list, compare it with every reference in the WhatsApp message, and group results as matched, unmatched, or ambiguous.
- 4Pick New WhatsApp Message Received as the trigger and choose where run reports go.
- 5Test with one message containing copied document references.
Questions about this workflow
What makes a match ambiguous?
A reference is ambiguous when multiple returned documents could fit it.
Can it correct a reference?
It can suggest likely matches, but a human should confirm uncertain corrections.
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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