Apply a template brand refresh from WhatsApp
Keep document templates aligned with approved brand changes requested in chat.
Trigger
New WhatsApp Message Received
Polling trigger that monitors for new messages received in TimelinesAI WhatsApp chats.
Action
Update Template
Tool to update a template’s file and settings. Use after confirming the template ID and desired inputs.
Why this helps
Small branding updates linger when they are requested informally and lack a clear execution path.
- Route approved brand updates quickly
- Keep the template ID explicit
- Reduce stale document styling
Setup
Build it in a few focused steps.
- 1Connect TimelinesAI and Docugenerate.
- 2Create an automation named WhatsApp template brand refresh.
- 3Tell Notis to update the confirmed template only with the requested file or settings changes.
- 4Choose New WhatsApp Message Received as the trigger.
- 5Select a report channel and test with one explicit brand update request.
Questions about this workflow
Can it update a template without an ID?
No. Require the confirmed template ID before allowing the update.
Can the request include a replacement file?
Yes. The update action can use the supplied file and settings when they are available in context.
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
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New WhatsApp Message Received
Polling trigger that monitors for new messages received in TimelinesAI WhatsApp chats.
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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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