Check user insights for a WhatsApp conversation
Remember the research context behind each important relationship.
Trigger
New WhatsApp Message Received
Polling trigger that monitors for new messages received in TimelinesAI WhatsApp chats.
Action
List User Insights
Tool to list insights for a specific user. use when you need to retrieve all personal insights associated with a user id.
Why this helps
Personalized follow-up suffers when prior user insights are scattered or forgotten.
- Supports personalized follow-up
- Reuses prior research
- Reduces context switching
Setup
Build it in a few focused steps.
- 1Connect TimelinesAI and Dovetail in Notis once.
- 2Create an automation named WhatsApp user insight check.
- 3Tell Notis to identify the relevant Dovetail user and list associated insights, reporting when identity is uncertain.
- 4Pick the New WhatsApp Message Received trigger.
- 5Choose a report channel and test with one real message.
Questions about this workflow
What if the sender cannot be identified?
Ask Notis to report the ambiguity and avoid guessing a user.
Does it update the user insight?
No. It retrieves existing insights for context.
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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