Review renewal agreement comparisons from WhatsApp
Renewal conversations can change agreement details quickly. Notis lists Draftable comparisons so you can reconnect the message with the review record.
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
Renewal edits can be acknowledged in chat while the document comparison remains unseen until the deadline is close.
- Find renewal comparison records sooner
- Keep customer follow-up tied to agreement changes
- Reduce deadline surprises
Setup
Build it in a few focused steps.
- 1Connect TimelinesAI and Draftable once in Notis.
- 2Create a renewal agreement review automation.
- 3Tell Notis to list relevant Draftable comparisons after each new WhatsApp message and note when customer or agreement context is missing.
- 4Choose the TimelinesAI New WhatsApp Message Received trigger.
- 5Choose the report destination and test with one renewal message.
Questions about this workflow
Can it decide whether to renew?
No. It provides comparison context for your decision.
What identifiers help?
The customer name, agreement title, renewal date, or filename can improve the match.
Can it show several possible agreements?
Yes, the report can present possible matches when the message is ambiguous.
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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