Return a current document snapshot
Get the overview you need without assembling it by hand.
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
Snapshot requests require repeated list gathering and manual summarization when decisions are waiting.
- Produce snapshots on demand
- Tailor the view to the request
- Support faster decisions
Setup
Build it in a few focused steps.
- 1Connect Timelinesai and Boloforms once in Notis.
- 2Create an automation named Document snapshot responder.
- 3Tell Notis: retrieve the Boloforms document list and summarize it in the format and categories requested in the WhatsApp message.
- 4Pick New WhatsApp Message Received as the trigger and choose where run reports go.
- 5Test with one snapshot request.
Questions about this workflow
Is this a scheduled report?
No. This package responds when a matching WhatsApp message is received.
Can the snapshot include categories?
Yes, when categories are present in the data or specified in the request.
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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