Document WhatsApp approval decisions
Preserve the decision, rationale, and follow up the moment approval lands in chat.
Trigger
New WhatsApp Message Received
Polling trigger that monitors for new messages received in TimelinesAI WhatsApp chats.
Action
Generate Carbone Report
Tool to generate a carbone report from a template and json data. use when you need to render documents in various formats.
Why this helps
Approvals in WhatsApp are difficult to audit later when there is no durable decision record.
- Create a durable record of approvals
- Capture rationale and conditions
- Make follow up ownership clearer
Setup
Build it in a few focused steps.
- 1Connect TimelinesAI and Carbone in Notis once.
- 2Create an automation named WhatsApp approval decision capture.
- 3Tell Notis to create a Carbone decision report when a new message contains an approval, including the approved item, decision maker, conditions, rationale, and follow up.
- 4Pick the New WhatsApp Message Received trigger.
- 5Choose a report channel and test with one approval message.
Questions about this workflow
Can it ignore casual acknowledgements?
Tell Notis to create a report only when the message clearly approves or rejects a decision.
What if the approver is not identified?
The report should mark the decision maker as unknown instead of guessing.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Timelinesai to Carbone. A trigger fires from one place; an action lands in another.
Timelinesai triggers
Carbone actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Delete Carbone Template
Tool to delete a template from the carbone server. use after confirming you have the correct template id.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Download Template
Tool to download a template from carbone by template id. use when you need to retrieve the original template file.
New WhatsApp Message Received
Polling trigger that monitors for new messages received in TimelinesAI WhatsApp chats.
Generate Carbone Report
Tool to generate a carbone report from a template and json data. use when you need to render documents in various formats.
Generate Template ID
Tool to generate a unique template id for a new template. use when you need the template identifier before uploading.
Get Carbone Server Status
Tool to retrieve the current status and health of the carbone server. use before generating reports to ensure the service is operational.
Set Carbone API Version
Tool to set the carbone api version to be used for subsequent requests. use before rendering or managing templates to ensure correct version is applied.
Upload a template
Tool to upload a template to the carbone server. use when you need to add or replace a template by providing its content.
Connect any two apps with Notis in the middle.
Timelinesai and Carbone, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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