With this TimelinesAI template, you can automate the process of finding and updating items on your Monday.com board by phone whenever a new message is received in a WhatsApp account. Setting up this template ensures that every incoming message is accurately matched and updated as actionable data on your Monday.com board.
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 Updating Items on New WhatsApp Messages
Click the button below to view this interactive demo in Arcade:
II. Configuring the Trigger
📹 Configuring the Trigger for Updating Items on New WhatsApp Messages
Click the button below to view this interactive demo in Arcade:
III. Configuring the Output
📹 Configuring the Output for Updating Items on New WhatsApp Messages
Click the button below to view this interactive demo in Arcade: