Route WhatsApp research to the right Dovetail project
Stop wondering where a new customer signal belongs.
Trigger
New WhatsApp Message Received
Polling trigger that monitors for new messages received in TimelinesAI WhatsApp chats.
Action
List Projects
Tool to list all projects in dovetail. use after authenticating with a valid workspace token when you need to retrieve the full project list.
Why this helps
Research gets duplicated or lost because nobody knows which project owns it.
- Reduces misfiled evidence
- Improves project ownership
- Speeds research triage
Setup
Build it in a few focused steps.
- 1Connect TimelinesAI and Dovetail in Notis once.
- 2Create an automation named WhatsApp project router.
- 3Tell Notis to list Dovetail projects, compare the new message with their scope, and report the best match with reasoning.
- 4Pick the New WhatsApp Message Received trigger.
- 5Choose a report channel and test with one real message.
Questions about this workflow
Does it move data automatically?
This workflow identifies and reports the best project; you can add a separate capture instruction if needed.
Can it handle an unclear match?
Yes. Ask Notis to report uncertainty and list the closest projects.
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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