Summarize multi-document searches from WhatsApp
Replace a long search session with one compact result.
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
Multi-document requests create repetitive searching and make it hard to see what was found.
- Handle multi-item requests in one pass
- Group related documents clearly
- Make results easier to scan
Setup
Build it in a few focused steps.
- 1Connect Timelinesai and Boloforms once in Notis.
- 2Create an automation named Multi-document search summary.
- 3Tell Notis: retrieve the Boloforms document list, match every document reference in the WhatsApp message, and group the results into a concise summary.
- 4Pick New WhatsApp Message Received as the trigger and choose where run reports go.
- 5Test with one message containing several document names.
Questions about this workflow
What if some requested documents are missing?
The summary can separate matches from requests with no returned match.
Can the summary include every document?
Yes, when the message asks for a full list; otherwise it should focus on requested items.
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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