Assign a Box follow up task from WhatsApp
Capture the promise while it is still fresh.
Trigger
New WhatsApp Message Received
Polling trigger that monitors for new messages received in TimelinesAI WhatsApp chats.
Action
Assign task
Assigns a task to a user. a task can be assigned to more than one user by creating multiple assignments.
Why this helps
Follow up commitments remain buried in chat threads and are easy to forget.
- Captures commitments quickly
- Assigns clear ownership
- Keeps follow up near the file
Setup
Build it in a few focused steps.
- 1Connect TimelinesAI and Box in Notis.
- 2Create an automation named WhatsApp follow up task.
- 3Tell Notis to detect an explicit commitment, create or use the relevant Box task, and assign it to the named user.
- 4Pick New WhatsApp Message Received and choose a report channel.
- 5Test with one message containing a clear action.
Questions about this workflow
Will it create tasks for every message?
Tell Notis to act only when the message contains a clear commitment or request.
Can tasks be assigned to more than one person?
Yes. The Box action supports creating assignments for multiple users when specified.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Timelinesai to Box. A trigger fires from one place; an action lands in another.
Timelinesai triggers
Box actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Add classification to file
Adds a classification to a file by specifying the label of the classification to add. this api can also be called by including the enterprise id in the url explicitly, for example `/files/:id//enterprise 12345/securityclassification-6vmvochwuwo`.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Add classification to folder
Adds a classification to a folder by specifying the label of the classification to add. this api can also be called by including the enterprise id in the url explicitly, for example `/folders/:id/enterprise 12345/securityclassification-6vmvochwuwo`.
New WhatsApp Message Received
Polling trigger that monitors for new messages received in TimelinesAI WhatsApp chats.
Add domain to list of allowed collaboration domains
Creates a new entry in the list of allowed domains to allow collaboration for.
Add initial classifications
When an enterprise does not yet have any classifications, this api call initializes the classification template with an initial set of classifications. if an enterprise already has a classification, the template will already exist and instead an api call should be made to add additional classifications.
Add or update user avatar
Adds or updates a user avatar.
Add shared link to file
Adds a shared link to a file.
Add shared link to folder
Adds a shared link to a folder.
Add shared link to web link
Adds a shared link to a web link.
Connect any two apps with Notis in the middle.
Timelinesai and Box, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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