Synchronize chat messages as WhatsApp Activities on Monday
This tutorial shows you how to automate WhatsApp message synchronization with Monday.com boards using TimelinesAI.
Prerequisites
Before setting up message synchronization, ensure you have:
TimelinesAI and Monday CRM Integration configured
"Email and Activities" app installed on your Monday board
Main Features
The synchronization automation allows you to:
Automatically find board items by phone number
Add sent and received WhatsApp messages as activities
Choose from two template options:
Sync all messages
Sync messages containing specific text
Limitations
Please note the following limitations:
Cannot automatically upload attachments
Limited text formatting preservation
Only preserves emojis, new lines, and paragraphs
Benefits
Messages appear in item "Overview" section
Supports Monday's AI Summary feature for conversations
Troubleshooting
If messages are not syncing correctly, follow these steps:
Verify WhatsApp number connection
Ensure automation is ON
Check automation run history
Review message sync logs