With this TimelinesAI template, you can automate the process of creating items on your Monday.com board whenever a new outgoing WhatsApp chat is observed. Setting up this template allows you to ensure that each outgoing chat to new contacts (not yet in the Timelines AI account) automatically translates into actionable items on your Monday.com board.
Only outgoing chats to new contacts not yet in the Timelines AI account will trigger item creation in the Monday.com Board using this template.
Let’s get started 🚀
Prerequisites
Before you can set up this automation template, it is important to have TimelinesAI and Monday CRM Integration enabled.
I. Navigation to Template
📹 Navigation to Template for New Outgoing WhatsApp Chat
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II. Configuring the Trigger
📹 Configuring the Trigger for New Outgoing Whatsapp Chat
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III. Configuring the Output
📹 Configuring the Output for New Outgoing Whatsapp Chat
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