Scan finance report comparisons after a WhatsApp message
Finance updates can trigger rapid report revisions. Notis checks Draftable comparisons so you can find the review trail before acting.
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
Financial report changes and finance conversations are separated, increasing the chance of relying on an old version.
- Surface recent finance report comparisons
- Reduce version confusion during decisions
- Create a consistent review checkpoint for finance messages
Setup
Build it in a few focused steps.
- 1Connect TimelinesAI and Draftable in Notis.
- 2Create a finance report scan automation.
- 3Describe the outcome in one instruction, asking for relevant comparison records and explicit uncertainty when context is missing.
- 4Pick New WhatsApp Message Received as the trigger.
- 5Choose where reports go and test with one finance message.
Questions about this workflow
Does this calculate financial results?
No. It lists comparison records and summarizes available review context.
Can it identify the newest report?
Only when timestamps or version details are present in the returned data.
What starts the workflow?
Any new WhatsApp message received through TimelinesAI.
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
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