Create lead briefs from WhatsApp conversations
Give every new inquiry a clear summary and next action before it slips through the cracks.
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
Founder led sales conversations often lack a consistent brief for qualification and handoff.
- Standardize early lead qualification
- Surface intent and requested timing
- Make handoffs easier
Setup
Build it in a few focused steps.
- 1Connect TimelinesAI and Carbone in Notis once.
- 2Create a new automation and name it for WhatsApp lead briefs.
- 3In one instruction, ask Notis to create a Carbone lead brief from each new message, noting stated need, urgency, buying signals, and unknowns.
- 4Pick the New WhatsApp Message Received trigger.
- 5Select a report channel and test with one genuine inquiry.
Questions about this workflow
Can the brief include unknown information?
Yes. Tell Notis to mark details as unknown when the message does not provide them.
Does this send a reply to the lead?
No. This workflow creates a Carbone document for your review.
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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