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Find a Documint template from every WhatsApp request

Turn a vague WhatsApp request into a clear template starting point.

Trigger

New WhatsApp Message Received

Polling trigger that monitors for new messages received in TimelinesAI WhatsApp chats.

Action

Get Template

Tool to retrieve a single template by its id. use when you need to fetch details of a specific template before generating documents.

Why this helps

Founders lose time searching templates while a client is waiting for a reply.

  • Cuts template hunting
  • Keeps client requests moving
  • Returns template details for review

Setup

Build it in a few focused steps.

  • 1Connect Timelinesai and Documint in Notis once.
  • 2Create an automation named WhatsApp template lookup.
  • 3Tell Notis to inspect each new message and retrieve the matching Documint template details.
  • 4Pick the Timelinesai New WhatsApp Message Received trigger and a report channel.
  • 5Test with one real message that names a document type.

Questions about this workflow

Can this create a document?

No. This workflow retrieves an existing template so a later process can use it.

What if the message does not name a template?

Ask Notis to report the missing detail and return the closest template options found.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Timelinesai to Documint. A trigger fires from one place; an action lands in another.

Timelinesai triggers

Documint actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

Delete Template

Tool to permanently delete a single template by its id. use when you need to remove an outdated or unused template; ensure the template id is correct before calling.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Get Template

Tool to retrieve a single template by its id. use when you need to fetch details of a specific template before generating documents.

ActionInstant

New WhatsApp Message Received

Polling trigger that monitors for new messages received in TimelinesAI WhatsApp chats.

TriggerPolling

List Documents

Tool to list all documents in the authenticated user's account. use after obtaining a valid api key.

ActionInstant

List Templates

Tool to list all templates in the authenticated user's account. use after obtaining a valid api key.

ActionInstant

Update Template

Tool to update a single template by its id. use when you need to modify an existing template's settings or layout after fetching its current details.

ActionInstant

Connect any two apps with Notis in the middle.

Timelinesai and Documint, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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