Find the right Docupilot folder for a WhatsApp request
Stop searching Docupilot manually when a new request lands in chat.
Trigger
New WhatsApp Message Received
Polling trigger that monitors for new messages received in TimelinesAI WhatsApp chats.
Action
List all folders
Tool to list all folders. use after authentication to fetch available workspace folders.
Why this helps
Choosing the correct existing folder takes attention away from the customer or deal in front of you.
- Surfaces existing workspaces quickly
- Reduces duplicate folder creation
- Keeps requests routed consistently
Setup
Build it in a few focused steps.
- 1Connect TimelinesAI and Docupilot once in Notis.
- 2Create an automation instructing Notis to list Docupilot folders and identify the best match for each new WhatsApp request.
- 3Pick New WhatsApp Message Received as the trigger.
- 4Choose where run reports should go.
- 5Test with one real request and review the suggested folder.
Questions about this workflow
Does it move the conversation into the folder?
No. It lists folders and reports the best match based on the message context.
What if no folder matches?
Ask Notis to report that no suitable folder was found so you can decide the next step.
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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