Create a Cats portal handoff summary
Hand off portal work with the relevant context already gathered.
Trigger
New WhatsApp Message Received
Polling trigger that monitors for new messages received in TimelinesAI WhatsApp chats.
Action
Get Portals
Tool to list all portals. use when you need to browse portal metadata with pagination after authentication.
Why this helps
Handoffs lose momentum when the next owner must repeat the same portal search.
- Makes handoffs easier to scan
- Reduces repeated investigation
- Keeps portal references explicit
Setup
Build it in a few focused steps.
- 1Connect TimelinesAI and Cats in the Notis portal.
- 2Create an automation named WhatsApp cat portal handoff summary.
- 3Tell Notis to read the handoff message, list Cats portals, and write a compact summary with the relevant portal references and unresolved points.
- 4Pick New WhatsApp Message Received as the trigger and choose where run reports go.
- 5Test with one real handoff.
Questions about this workflow
Does it assign the handoff?
No. It prepares the summary; assignment remains in your existing process.
What if the message has no portal reference?
The summary should call out that the portal reference is missing.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Timelinesai to Cats. A trigger fires from one place; an action lands in another.
Timelinesai triggers
Cats actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Get Portals
Tool to list all portals. use when you need to browse portal metadata with pagination after authentication.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
New WhatsApp Message Received
Polling trigger that monitors for new messages received in TimelinesAI WhatsApp chats.
Connect any two apps with Notis in the middle.
Timelinesai and Cats, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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