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Notis

Summarize Connecteam task boards from WhatsApp

Give busy teams a quick view of where work is organized.

Trigger

New WhatsApp Message Received

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

Action

Get Task Boards

Tool to retrieve all task boards. use after authenticating with a valid api key to list available task boards.

Why this helps

Task board questions often trigger a manual search through multiple screens and conversations.

  • Reduce board hunting
  • Clarify where work is tracked
  • Provide a shareable run summary

Setup

Build it in a few focused steps.

  • 1Connect TimelinesAI and Connecteam once in Notis.
  • 2Create an automation for task board status requests.
  • 3Tell Notis to retrieve all Connecteam task boards and summarize the boards relevant to the request.
  • 4Pick New WhatsApp Message Received as the trigger.
  • 5Choose a report channel and test with one real message.

Questions about this workflow

Does it change tasks or boards?

No. The selected action retrieves task boards for review.

Can it explain which board fits a request?

Yes. Notis can compare the returned board information with the message.

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.

TriggerScheduled

Archive Users

Tool to archive one or more users by their unique ids. use when you need to deactivate users without deleting their records.

ActionInstant

Webhook trigger

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

TriggerInstant

Create Users

Tool to create multiple users in connecteam. use when you need to add several staff or admin accounts at once.

ActionInstant

New WhatsApp Message Received

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

TriggerPolling

Generate Upload URL

Tool to generate a pre-signed url for uploading a file. use when you need a secure, time-limited url prior to file upload.

ActionInstant

Get Chat

Tool to retrieve chat conversations. use when you need to list all team chats/channels after confirming your communications hub is on expert plan.

ActionInstant

Get Custom Field Categories

Tool to retrieve all custom field categories. use when you need to list or filter custom field categories in your connecteam account.

ActionInstant

Get Custom Fields

Tool to retrieve all custom fields associated with the account. use when you need to filter, sort, or page through custom fields after authentication.

ActionInstant

Get Forms

Tool to retrieve all form definitions from connecteam. use when you need to list all existing forms after enabling the forms api.

ActionInstant

Get Jobs

Tool to retrieve a list of job objects relevant to a specific instance id. use after confirming scheduler or time clock instance id when you need to filter and page through jobs.

ActionInstant

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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