Match WhatsApp requests to Connecteam users
Turn staff questions in WhatsApp into quick, reliable Connecteam user lookups.
Trigger
New WhatsApp Message Received
Polling trigger that monitors for new messages received in TimelinesAI WhatsApp chats.
Action
Get Users
Tool to retrieve a list of all users associated with your account. use when you need to fetch and filter user data.
Why this helps
Switching between WhatsApp and staff records makes simple identity checks slow and error prone.
- Resolve staff identity questions faster
- Reduce duplicate user searches
- Give the team a clear result in the run report
Setup
Build it in a few focused steps.
- 1Connect TimelinesAI and Connecteam once in Notis.
- 2Create a new automation and name it for staff lookups.
- 3Tell Notis to extract the person details from each WhatsApp message, search Connecteam users, and summarize the best match.
- 4Pick New WhatsApp Message Received as the trigger.
- 5Choose a report channel and test with one real message.
Questions about this workflow
What if the message does not identify one person clearly?
Notis can report the closest matches and explain what information is missing.
Does this change Connecteam users?
No. This workflow only retrieves and summarizes user records.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Timelinesai to Connecteam. A trigger fires from one place; an action lands in another.
Timelinesai triggers
Connecteam actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
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New WhatsApp Message Received
Polling trigger that monitors for new messages received in TimelinesAI WhatsApp chats.
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Connect any two apps with Notis in the middle.
Timelinesai and Connecteam, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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