Check Dovetail context for WhatsApp contacts
Know who you are speaking with before deciding what to do next.
Trigger
New WhatsApp Message Received
Polling trigger that monitors for new messages received in TimelinesAI WhatsApp chats.
Action
List Contacts
Tool to list all contacts in dovetail. use after authenticating with a valid workspace token when you need the complete contact list.
Why this helps
Reply decisions slow down when contact history lives in a separate research tool.
- Adds context before follow-up
- Reduces repeated questions
- Makes handoffs clearer
Setup
Build it in a few focused steps.
- 1Connect TimelinesAI and Dovetail in Notis once.
- 2Create an automation named WhatsApp contact context.
- 3Tell Notis to inspect the new message, list matching Dovetail contacts, and report relevant context without inventing missing details.
- 4Pick the New WhatsApp Message Received trigger.
- 5Choose a report channel and test with one real message.
Questions about this workflow
Does it send a reply to WhatsApp?
No. This workflow reports Dovetail context so you can decide the next action.
What if no contact matches?
Tell Notis to report that no match was found and suggest the details needed for a safe lookup.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Timelinesai to Dovetail. A trigger fires from one place; an action lands in another.
Timelinesai triggers
Dovetail actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Channel
Tool to create a new channel in dovetail. use after confirming channel details.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Contact
Tool to create a new contact in dovetail. use when you need to register a contact before logging interactions.
New WhatsApp Message Received
Polling trigger that monitors for new messages received in TimelinesAI WhatsApp chats.
Create Data Point
Tool to create a data point within a channel. use after capturing new content to record and classify it in dovetail.
Create Insight
Tool to create a new insight in dovetail. use after synthesizing findings when ready to store them. example: "create insight 'q1 user trends' with body '...' for project 'proj 123'."
Create Topic
Tool to create a new topic in a channel. use after confirming channel id, title, and optional description.
Delete Channel
Tool to delete an existing channel. use when you need to remove a channel and move it to the project's trash (restorable for 30 days). confirm the channel id before calling.
Delete Topic
Tool to delete an existing topic. use when you have confirmed the topic id and want to move it to trash (restorable for 30 days). example: "delete topic with id 123e4567-e89b-12d3-a456-426614174000."
Get Note
Tool to retrieve details of a specific note. use when you have confirmed the note id and need full note metadata from dovetail.
Connect any two apps with Notis in the middle.
Timelinesai and Dovetail, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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