Create one compliance packet from WhatsApp
Turn scattered compliance files into one organized document for review.
Trigger
New WhatsApp Message Received
Polling trigger that monitors for new messages received in TimelinesAI WhatsApp chats.
Action
Generate document with merge
Tool to generate a PDF and append additional PDF files. Use when you need to merge extra pages into a generated document.
Why this helps
Compliance requests often require a generated form plus several supporting PDFs stored in chat.
- Create one complete review file
- Keep supporting pages in order
- Reduce manual compliance preparation
Setup
Build it in a few focused steps.
- 1Connect TimelinesAI and Docugenerate.
- 2Create an automation named WhatsApp compliance packet.
- 3Describe the generated document and the supporting PDFs to append.
- 4Choose New WhatsApp Message Received as the trigger.
- 5Select a report channel and test with one compliance request.
Questions about this workflow
Can it preserve the order of appended files?
Specify the desired order in the automation instruction and provide the PDFs in context.
What happens if a supporting PDF is missing?
Ask Notis to report the missing file and pause the packet until the input is available.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Timelinesai to Docugenerate. A trigger fires from one place; an action lands in another.
Timelinesai triggers
Docugenerate actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
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Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Generate documents as ZIP
Tool to bulk generate multiple documents into a ZIP archive. Use when you need a batch of docs packaged as ZIP.
New WhatsApp Message Received
Polling trigger that monitors for new messages received in TimelinesAI WhatsApp chats.
Generate document with attachments
Tool to generate a PDF with embedded attachments. Use when you need to bundle extra files into the PDF output.
Generate document with merge
Tool to generate a PDF and append additional PDF files. Use when you need to merge extra pages into a generated document.
Update Document
Tool to update a document's metadata. Use when renaming an existing document after confirming the document ID.
Get or list templates
Tool to retrieve or list existing templates. Use when needing template IDs and metadata before making updates or generating documents.
Update Template
Tool to update a template’s file and settings. Use after confirming the template ID and desired inputs.
Connect any two apps with Notis in the middle.
Timelinesai and Docugenerate, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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