Create a Docupilot contract folder from WhatsApp deal messages
Move from chat-based deal signals to an orderly contract workspace.
Trigger
New WhatsApp Message Received
Polling trigger that monitors for new messages received in TimelinesAI WhatsApp chats.
Action
Create Docupilot Folder
Tool to create a new folder. use when organizing documents into custom workspace folders after confirming workspace context.
Why this helps
Contract requests buried in WhatsApp can sit without a dedicated place for drafts and final files.
- Highlights deal intent quickly
- Creates one place for contract work
- Reduces missed follow-up after verbal agreement
Setup
Build it in a few focused steps.
- 1Connect TimelinesAI and Docupilot once in Notis.
- 2Create an automation instructing Notis to create a Docupilot folder when a new message clearly requests a contract or proposal, using the deal name.
- 3Pick New WhatsApp Message Received as the trigger.
- 4Choose the report channel for run updates.
- 5Test with one real contract request.
Questions about this workflow
What if the message is ambiguous?
Instruct Notis to create a folder only when the message clearly indicates contract or proposal work.
Can the folder include a stage?
Yes. Include a naming convention such as the deal name and stage in your instruction.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Timelinesai to Docupilot. A trigger fires from one place; an action lands in another.
Timelinesai triggers
Docupilot actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Docupilot Folder
Tool to create a new folder. use when organizing documents into custom workspace folders after confirming workspace context.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Docupilot Folder
Tool to create a new folder. use when organizing documents into custom workspace folders after confirming workspace context.
New WhatsApp Message Received
Polling trigger that monitors for new messages received in TimelinesAI WhatsApp chats.
List all folders
Tool to list all folders. use after authentication to fetch available workspace folders.
Get Authenticated User
Tool to retrieve information about the authenticated user. use after authentication to confirm identity and fetch user account details.
Connect any two apps with Notis in the middle.
Timelinesai and Docupilot, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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