Check investor deck comparison history from WhatsApp
Investor conversations can trigger fast deck edits. Notis checks Draftable comparisons so recent version review work stays easy to find.
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
Deck changes and investor conversations happen in different places, making version history hard to recall under time pressure.
- Locate recent deck comparisons quickly
- Keep investor follow-up tied to document context
- Reduce repeated searching for the latest review
Setup
Build it in a few focused steps.
- 1Connect TimelinesAI and Draftable once.
- 2Create an automation in the Notis Automations area.
- 3Describe that a new WhatsApp message should prompt a Draftable comparison list focused on investor deck context.
- 4Choose New WhatsApp Message Received as the trigger.
- 5Pick a report channel and test with one investor message.
Questions about this workflow
Does Draftable return deck versions themselves?
The action retrieves a paginated list of comparisons. Notis can summarize the records returned.
What if the message is unrelated to a deck?
The report can say no deck context was found and avoid claiming a match.
Can this help with urgent investor replies?
Yes, it gives a quick comparison queue check before you respond.
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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