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Turn new WhatsApp messages into Carbone reports

Keep important WhatsApp conversations moving by turning each new message into a ready to share Carbone document.

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

Valuable requests and decisions get buried in busy WhatsApp chats before you can document them.

  • Capture incoming context without manual copying
  • Create a consistent report for each message
  • Reduce follow-up and documentation gaps

Setup

Build it in a few focused steps.

  • 1Connect TimelinesAI and Carbone in Notis once.
  • 2Create a new automation in Automations with a clear name and prompt.
  • 3Tell Notis to generate a Carbone report that summarizes each new WhatsApp message and includes the sender, timestamp, request, and next step.
  • 4Pick the TimelinesAI New WhatsApp Message Received trigger.
  • 5Choose a report channel, then test with one real message.

Questions about this workflow

What starts this workflow?

A new WhatsApp message received in a TimelinesAI WhatsApp chat starts it.

What does Carbone create?

Carbone generates a report from your selected template and the message data.

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.

TriggerScheduled

Delete Carbone Template

Tool to delete a template from the carbone server. use after confirming you have the correct template id.

ActionInstant

Webhook trigger

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

TriggerInstant

Download Template

Tool to download a template from carbone by template id. use when you need to retrieve the original template file.

ActionInstant

New WhatsApp Message Received

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

TriggerPolling

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.

ActionInstant

Generate Template ID

Tool to generate a unique template id for a new template. use when you need the template identifier before uploading.

ActionInstant

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.

ActionInstant

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.

ActionInstant

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.

ActionInstant

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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