Send a demo follow-up after a WhatsApp request
Keep demo momentum moving without writing the same follow-up every time.
Trigger
New WhatsApp Message Received
Polling trigger that monitors for new messages received in TimelinesAI WhatsApp chats.
Action
Trigger Broadcast
Tool to manually trigger a broadcast. use when you need to override the default audience and provide personalization data after confirming the broadcast id.
Why this helps
Demo requests lose momentum when founders need to manually retype details into an email campaign.
- Follow up while intent is high
- Standardize demo information
- Save time on repetitive outreach
Setup
Build it in a few focused steps.
- 1Connect TimelinesAI and Customer.io in Notis.
- 2Create an automation called WhatsApp demo request follow-up.
- 3Tell Notis to identify demo requests, summarize the requested use case, and trigger the demo follow-up broadcast.
- 4Choose New WhatsApp Message Received as the trigger.
- 5Select a report destination and test with one genuine demo request.
Questions about this workflow
Can the message include a scheduling link?
Yes. Include the approved link in your automation instruction or Customer.io broadcast content.
What if the message is ambiguous?
Ask Notis to report ambiguous requests for review instead of triggering a broadcast.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Timelinesai to Customerio. A trigger fires from one place; an action lands in another.
Timelinesai triggers
Customerio actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
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Webhook trigger
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Get Integrations
Tool to retrieve a list of integrations in your workspace. use when you need to discover configured integrations.
New WhatsApp Message Received
Polling trigger that monitors for new messages received in TimelinesAI WhatsApp chats.
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Get Segments
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Get Trigger
Tool to retrieve details about a specific trigger. use after triggering a broadcast to confirm its status and metadata.
Get Triggers
Tool to retrieve a list of triggers for a specific broadcast. use after identifying broadcast id to inspect associated triggers.
Connect any two apps with Notis in the middle.
Timelinesai and Customerio, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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