Find proposal comparisons after a WhatsApp follow-up
A follow-up message is a useful reminder to check proposal changes. Notis lists Draftable comparisons and points you to likely review items.
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
Proposal follow-ups often require a document check, but the comparison task is easy to forget once the message is answered.
- Tie follow-up messages to proposal review work
- Keep pending comparisons visible
- Make the next step clearer after a sales conversation
Setup
Build it in a few focused steps.
- 1Connect TimelinesAI and Draftable in the Notis portal.
- 2Create a new automation with a proposal review name.
- 3Give Notis one instruction to list Draftable comparisons relevant to each new WhatsApp follow-up and summarize likely next steps.
- 4Select the TimelinesAI New WhatsApp Message Received trigger.
- 5Choose the report destination and test with one proposal follow-up.
Questions about this workflow
Can it decide the next sales step?
It can suggest a next step from the message and comparison records, while noting when required context is missing.
Does it create a proposal comparison?
No. It lists existing comparisons using Draftable's available action.
What makes this different from a general queue check?
The prompt focuses the review on proposal follow-up decisions.
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.