Rename a document from WhatsApp
Keep document names tidy when a quick chat message identifies a correction.
Trigger
New WhatsApp Message Received
Polling trigger that monitors for new messages received in TimelinesAI WhatsApp chats.
Action
Update Document
Tool to update a document's metadata. Use when renaming an existing document after confirming the document ID.
Why this helps
Unclear document names slow down retrieval and create avoidable confusion during handoffs.
- Keep files easier to find
- Handle quick naming corrections
- Reduce admin follow-up
Setup
Build it in a few focused steps.
- 1Connect TimelinesAI and Docugenerate.
- 2Create an automation named WhatsApp document rename.
- 3Tell Notis to update the name only after confirming the document ID and requested new name.
- 4Choose New WhatsApp Message Received as the trigger.
- 5Select a report channel and test with one explicit rename request.
Questions about this workflow
Does the message need a document ID?
Yes. The document ID must be confirmed before the metadata update runs.
Can it rename based on a vague request?
The automation should ask for clarification or leave the document unchanged when the ID or new name is missing.
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
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Docugenerate.