Build client onboarding briefs from WhatsApp
Start client work with a shared understanding. Generate an onboarding brief as soon as the details arrive.
Trigger
New WhatsApp Message Received
Polling trigger that monitors for new messages received in TimelinesAI WhatsApp chats.
Action
Create PDF Asynchronously
Tool to queue asynchronous PDF generation via webhook. Use when you need to generate a PDF in the background and receive the result via a webhook.
Why this helps
Client context is scattered across chats, so kickoff work starts with repeated questions and manual summaries.
- Reduce repeated intake work
- Give delivery teams a clear starting point
- Standardize onboarding records
Setup
Build it in a few focused steps.
- 1Connect Timelinesai and Craftmypdf once in Notis.
- 2Create an automation named WhatsApp client onboarding brief.
- 3Tell Notis to organize the message into goals, contacts, scope, constraints, and pending questions, then generate a PDF brief.
- 4Pick New WhatsApp Message Received as the trigger and choose where run reports should go.
- 5Test with one real client intake message.
Questions about this workflow
What happens when the client sends several messages?
Ask Notis to use the latest message context available and clearly flag any details that remain unresolved.
Can this create a draft for internal review?
Yes. Instruct Notis to label the PDF as an internal draft and report the generated result.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Timelinesai to Craftmypdf. A trigger fires from one place; an action lands in another.
Timelinesai triggers
Craftmypdf actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Editor Session
Tool to create an embeddable editor session URL for a template. Use when you need to embed the PDF editor for a specific template.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create PDF Asynchronously
Tool to queue asynchronous PDF generation via webhook. Use when you need to generate a PDF in the background and receive the result via a webhook.
New WhatsApp Message Received
Polling trigger that monitors for new messages received in TimelinesAI WhatsApp chats.
List PDF Templates
Tool to retrieve a paginated list of PDF templates. Use when you need to browse available templates before generating a PDF.
Connect any two apps with Notis in the middle.
Timelinesai and Craftmypdf, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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