Scan tax document comparisons from WhatsApp
Tax work is deadline driven and document heavy. Notis checks Draftable comparisons when a related message arrives.
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
Tax document revisions can be discussed in chat without a clear view of which comparison records are ready to review.
- Find tax document comparisons faster
- Keep deadline related reviews visible
- Reduce repeated searching across tools
Setup
Build it in a few focused steps.
- 1Connect TimelinesAI and Draftable once in Notis.
- 2Create a tax document scan automation.
- 3Tell Notis to list relevant Draftable comparisons after each new WhatsApp message and call out missing filing or document context.
- 4Pick New WhatsApp Message Received as the trigger.
- 5Choose where reports go and test with one tax message.
Questions about this workflow
Does this provide tax advice?
No. It retrieves comparison records for document review.
Can it match a filing automatically?
Only when the message and returned data include enough identifying context.
What if no comparison exists?
The report should state that no reliable match was found.
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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