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Prepare client campaign summaries from WhatsApp

Give client questions a fast, consistent campaign summary before you reply.

Trigger

New WhatsApp Message Received

Polling trigger that monitors for new messages received in TimelinesAI WhatsApp chats.

Action

Get Campaign List

Tool to list all campaigns in the account. use when you need to retrieve campaign listings for reporting or management.

Why this helps

Client requests create rushed tool switching and inconsistent campaign updates.

  • Creates a repeatable client update draft
  • Keeps the source request visible in WhatsApp
  • Helps founders answer without rebuilding context

Setup

Build it in a few focused steps.

  • 1Connect TimelinesAI and Campaign Cleaner in Notis.
  • 2Create an automation telling Notis to retrieve the campaign list and prepare a concise client-ready summary when requested in WhatsApp.
  • 3Choose New WhatsApp Message Received as the trigger.
  • 4Choose the report channel and test with one client-style message.

Questions about this workflow

Does it send a client message automatically?

It retrieves and summarizes the list for the configured report channel; sending depends on that channel's workflow.

What data is included?

The summary is based on the campaigns returned by Campaign Cleaner.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Timelinesai to Campaign cleaner. A trigger fires from one place; an action lands in another.

Timelinesai triggers

Campaign cleaner actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

Delete Campaign

Tool to delete a saved campaign by id. use when you need to remove a campaign after confirming its id.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Get Campaign List

Tool to list all campaigns in the account. use when you need to retrieve campaign listings for reporting or management.

ActionInstant

New WhatsApp Message Received

Polling trigger that monitors for new messages received in TimelinesAI WhatsApp chats.

TriggerPolling

Download Campaign PDF Analysis

Tool to download a pdf analysis report for a processed campaign. use after a campaign has been processed.

ActionInstant

Get Campaign Status

Tool to check the processing status of a submitted campaign. use after submitting a campaign to monitor its progress.

ActionInstant

Connect any two apps with Notis in the middle.

Timelinesai and Campaign cleaner, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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