Generate a proposal from every WhatsApp inquiry
Stop copying prospect details out of chats. Notis can turn a new WhatsApp request into a ready-to-review proposal.
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
Important buying details stay buried in fast-moving WhatsApp conversations, making proposal follow-up easy to miss.
- Respond faster to qualified inquiries
- Keep proposal details grounded in the message
- Reduce manual copying between chat and documents
Setup
Build it in a few focused steps.
- 1Connect TimelinesAI and Docugenerate in the Notis portal.
- 2Create an automation named WhatsApp proposal builder.
- 3Tell Notis to extract the request details and generate a proposal from your selected Docugenerate template.
- 4Choose TimelinesAI New WhatsApp Message Received as the trigger.
- 5Select a report channel, then test with one real inquiry.
Questions about this workflow
What information can the proposal use?
Notis can use details present in the incoming WhatsApp message and any instructions you include in the automation prompt.
Will it send the proposal automatically?
The workflow generates the document and returns its metadata and download URL for your review.
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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No card. Works with personal or business Docugenerate.