Send requested files without leaving the conversation
When someone asks for a document, send the supplied file in WhatsApp if it is available and appropriate.
Trigger
New WhatsApp Message Received
Polling trigger that monitors for new messages received in TimelinesAI WhatsApp chats.
Action
Send media
Send a media message to a whatsapp number. note: the media will be delivered to the recipient only if they have texted first.
Why this helps
Finding a file, switching apps, and returning to the chat adds friction to simple requests.
- Handle document requests in the conversation.
- Reduce app switching for routine file sharing.
- Avoid sending a file that is not available or approved to share.
Setup
Build it in a few focused steps.
- 1Connect TimelinesAI and WhatsApp once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it for document requests.
- 3Tell Notis to send the supplied relevant document only when available and approved to share, and to report when no suitable file is available.
- 4Choose the TimelinesAI new message trigger and a report channel.
- 5Test with one real request and review the run report.
Questions about this workflow
Does this workflow find files in cloud storage?
No file storage app or search action is listed. The media must be available in the context.
Does WhatsApp allow sending any file size?
The provided action description does not specify limits for Send media. Check WhatsApp's current requirements for the file you plan to send.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Timelinesai to Whatsapp. A trigger fires from one place; an action lands in another.
Timelinesai triggers
Whatsapp actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create message template
Create a new message template for the whatsapp business account. templates must be approved by whatsapp before they can be used. templates are required for marketing messages and messages sent outside the 24-hour window.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Delete message template
Delete a message template from the whatsapp business account. this permanently removes the template and it cannot be recovered. only delete templates that are no longer needed.
New WhatsApp Message Received
Polling trigger that monitors for new messages received in TimelinesAI WhatsApp chats.
Get business profile
Get the business profile information for a whatsapp business phone number. this includes business details like description, address, website, and contact info.
Get media
Get information about uploaded media including a temporary download url. the download url is valid for 5 minutes and can be used to retrieve the actual media file. this is useful for downloading media that was sent to your whatsapp number.
Get media info
Get metadata about uploaded media without generating a download url. this is useful for checking file size, type, and hash without downloading the file. use get media if you need the actual download url.
Get message templates
Get all message templates for the whatsapp business account. templates are required for sending messages outside the 24-hour window and for marketing/utility messages.
Get phone number
Get details of a specific phone number associated with a whatsapp business account.
Get phone numbers
Get all phone numbers associated with a whatsapp business account (waba).
Connect any two apps with Notis in the middle.
Timelinesai and Whatsapp, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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