Create a Box review task from a WhatsApp message
Turn a review request into a visible task on the document.
Trigger
New WhatsApp Message Received
Polling trigger that monitors for new messages received in TimelinesAI WhatsApp chats.
Action
Create task
Creates a single task on a file. this task is not assigned to any user and will need to be assigned separately.
Why this helps
Review requests remain in chat and lack a clear place to track progress.
- Makes review work visible
- Links the request to the file
- Creates a consistent intake step
Setup
Build it in a few focused steps.
- 1Connect TimelinesAI and Box in Notis.
- 2Create an automation named WhatsApp review intake.
- 3Tell Notis to identify the target Box file and create a task with the review request as its description.
- 4Pick New WhatsApp Message Received and choose a report channel.
- 5Test with one real review request.
Questions about this workflow
Does this assign the task automatically?
No. This action creates the task; use the assignment workflow when an owner is known.
Can it include a deadline mentioned in chat?
Include the deadline in the instruction and ask Notis to preserve it when supported.
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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