Create client approval PDFs from WhatsApp
Keep approval evidence organized without rebuilding the conversation by hand.
Trigger
New WhatsApp Message Received
Polling trigger that monitors for new messages received in TimelinesAI WhatsApp chats.
Action
Create Document
Tool to create a PDF or Excel document synchronously from HTML content or URL. Use when you need to generate a document file from HTML data. The document is returned immediately as a downloadable file. Either document_content or document_url must be provided, but not both.
Why this helps
Approvals scattered across chat are easy to misread, lose, or fail to archive.
- Create an auditable approval record
- Reduce ambiguity around scope
- Keep project files complete
Setup
Build it in a few focused steps.
- 1Connect TimelinesAI and DocRaptor in Notis once.
- 2Create an automation named Client approval record.
- 3Tell Notis to detect approval language, extract the approved scope and date, and generate a PDF record that quotes only the necessary message text.
- 4Pick New WhatsApp Message Received as the trigger.
- 5Choose where reports go and test with one approval message.
Questions about this workflow
Will every message create a PDF?
Tell Notis to create one only when the message clearly contains an approval or acceptance.
Can it flag unclear approvals?
Yes. Instruct Notis to report ambiguity instead of generating a definitive record.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Timelinesai to DocRaptor. A trigger fires from one place; an action lands in another.
Timelinesai triggers
DocRaptor actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Async Document
Tool to create documents asynchronously from HTML content. Use when generating PDF, XLS, or XLSX documents and you need to poll for completion status or use a callback URL for notification.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Document
Tool to create a PDF or Excel document synchronously from HTML content or URL. Use when you need to generate a document file from HTML data. The document is returned immediately as a downloadable file. Either document_content or document_url must be provided, but not both.
New WhatsApp Message Received
Polling trigger that monitors for new messages received in TimelinesAI WhatsApp chats.
Create Document from Referrer
Tool to convert webpages into documents using referrer-based authentication without an API key. Use when you need to generate PDFs or Excel files from registered domains without explicit API credentials.
Create Hosted Async Document
Tool to create a hosted document asynchronously. Use when you need to generate a PDF, XLS, or XLSX document and track its completion status via callback_url or the status API.
Download Async Document
Tool to download a completed asynchronous document using the download URL from status response. Use when you have a download_id and need to retrieve the generated document file.
Get Async Document Status
Tool to check the status of an asynchronously created document. Use when monitoring progress of async documents by polling for completion status.
List Documents (JSON)
Tool to retrieve a paginated list of previously created documents with metadata in JSON format. Use when you need to see document creation history or query past documents.
List Documents (XML)
Tool to retrieve a paginated list of previously created documents with metadata in XML format. Use when you need to see document creation history or query past documents in XML format.
Connect any two apps with Notis in the middle.
Timelinesai and DocRaptor, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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