Answer onboarding document status questions
Give a clear status update without searching every onboarding file.
Trigger
New WhatsApp Message Received
Polling trigger that monitors for new messages received in TimelinesAI WhatsApp chats.
Action
Get Multiple Document Results
Tool to retrieve parsed data from multiple documents processed by a specific parser. Use when you need to fetch results for multiple documents at once. Returns up to 100 results by default, with a maximum of 10000.
Why this helps
Onboarding stalls when nobody has a quick view of which documents are complete.
- Reduce onboarding delays
- Show missing paperwork clearly
- Create consistent status updates
Setup
Build it in a few focused steps.
- 1Connect TimelinesAI and Docparser in Notis.
- 2Create an automation named WhatsApp onboarding document status.
- 3Tell Notis to retrieve matching onboarding results and summarize complete, missing, and unclear items.
- 4Choose New WhatsApp Message Received as the trigger.
- 5Choose the report channel and test with one onboarding message.
Questions about this workflow
Will it contact the client automatically?
No. It produces a report for the chosen Notis channel.
Can it handle several onboarding documents?
Yes. It can retrieve multiple document results in one action.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Timelinesai to Docparser. A trigger fires from one place; an action lands in another.
Timelinesai triggers
Docparser actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Get Multiple Document Results
Tool to retrieve parsed data from multiple documents processed by a specific parser. Use when you need to fetch results for multiple documents at once. Returns up to 100 results by default, with a maximum of 10000.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Get Parser Models
Tool to retrieve all model layouts for a specific parser. Use when you need to list different layout configurations within a parser that help handle document variations.
New WhatsApp Message Received
Polling trigger that monitors for new messages received in TimelinesAI WhatsApp chats.
List Parsers
Tool to retrieve all Document Parsers linked to your account. Use when you need to view available parsers or obtain parser IDs for subsequent operations.
Ping API
Tool to test API authentication and connection health check for Docparser API. Use when you need to verify that API credentials are valid and the connection is working.
Connect any two apps with Notis in the middle.
Timelinesai and Docparser, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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