Scan customer SOW comparisons from WhatsApp
Customer scope changes often start in chat. Notis checks Draftable comparisons so SOW review work is easier to see and prioritize.
Trigger
New WhatsApp Message Received
Polling trigger that monitors for new messages received in TimelinesAI WhatsApp chats.
Action
List Comparisons
Tool to retrieve a paginated list of document comparisons. use when you need to browse comparisons across pages.
Why this helps
Scope changes discussed in WhatsApp can leave the related statement of work review disconnected from the conversation.
- Surface SOW comparisons after scope messages
- Make review priorities clearer
- Reduce missed document follow-up with customers
Setup
Build it in a few focused steps.
- 1Connect TimelinesAI and Draftable in Notis.
- 2Create a customer SOW scan automation.
- 3Describe that each new WhatsApp message should prompt a list of relevant Draftable comparisons and a note about missing scope context.
- 4Pick the TimelinesAI New WhatsApp Message Received trigger.
- 5Choose the report channel and test with one customer message.
Questions about this workflow
Can it decide whether scope changed?
It can summarize available comparison records, but a reliable conclusion needs matching files or version data.
Does it send a customer message?
No. It produces a report for your review.
Can it handle multiple customers?
Yes, when the message includes enough customer context to distinguish them.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Timelinesai to Draftable. A trigger fires from one place; an action lands in another.
Timelinesai triggers
Draftable actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
List Comparisons
Tool to retrieve a paginated list of document comparisons. use when you need to browse comparisons across pages.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
New WhatsApp Message Received
Polling trigger that monitors for new messages received in TimelinesAI WhatsApp chats.
Connect any two apps with Notis in the middle.
Timelinesai and Draftable, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Draftable.