Create a client brief from a WhatsApp lead
Give every lead a clear starting point without rereading the entire chat.
Trigger
New WhatsApp Message Received
Polling trigger that monitors for new messages received in TimelinesAI WhatsApp chats.
Action
Generate documents from template
Tool to generate document(s) from a template by merging JSON data or uploading a data file. Use when you need to programmatically produce one or more documents and receive metadata including a download URL.
Why this helps
Lead context is scattered across messages and often reaches your delivery team incomplete.
- Capture goals and constraints consistently
- Share a reviewable brief with your team
- Start discovery work with less context switching
Setup
Build it in a few focused steps.
- 1Connect TimelinesAI and Docugenerate once.
- 2Create an automation called WhatsApp lead brief.
- 3Describe that Notis should summarize the message into your client brief template.
- 4Pick New WhatsApp Message Received as the trigger.
- 5Choose where run reports should go and test using one lead message.
Questions about this workflow
Can the brief preserve unanswered questions?
Yes. Tell Notis to list missing details and open questions instead of guessing.
Do I need a separate form?
No. The incoming TimelinesAI message is the starting input for the brief.
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.
Generate documents from template
Tool to generate document(s) from a template by merging JSON data or uploading a data file. Use when you need to programmatically produce one or more documents and receive metadata including a download URL.
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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