Overview

• Integration of TimelinesAI with Monday CRM

  The integration of TimelinesAI with Monday CRM empowers teams by seamlessly syncing WhatsApp communications into their Monday.com workspace. With this integration, you can manage WhatsApp contacts and messages directly from your Monday boards, enabling your team to stay organized, streamline communication workflows, and enhance collaboration. This guide will walk you through the workflow of the following sixFew readers

Board automations and templates

• Create items in Monday.com Board for New WhatsApp Group Chat

  With this TimelinesAI template, you can automate creating items on your Monday.com board whenever a new group chat (whether incoming or outgoing) is created in WhatsApp. Setting up this template ensures that every group chat automatically translates into actionable items on your Monday.com board. ✅ Prerequisites ✅ Navigation toFew readers

• Send WhatsApp Messages When Status Changes on the Monday.com Board

  With this TimelinesAI template, you can automate sending WhatsApp messages to a phone number in the “Phone” column whenever the status changes on your Monday.com board. Setting up this template ensures that whenever a status changes, the specified message is sent directly from your WhatsApp message to the phone number in the “Phone” column. ✅ Prerequisites (2 prerequisites) ✅ Navigation to Template ✅ Configuring the Trigger ✅ CoFew readers

• Create items in Monday.com Board for New Outgoing WhatsApp chat

  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.Few readers

• Create items in Monday.com Board for New Incoming WhatsApp Chats Received

  With this TimelinesAI template, you can automate the process of creating items on your Monday.com board whenever a new WhatsApp chat is received. Setting up this template allows you to ensure that each incoming chats from new contacts (not yet in the Timelines AI account) automatically translates into actionable item on your Monday.com board.Few readers

• Find and Update Items on the Current Monday.com Board for New WhatsApp Messages

  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. ✅ Prerequisites ✅ Navigation to Template ✅ Configuring the Trigger ✅ Configuring the OutputFew readers

• Update Items in the Monday.com Board for New WhatsApp Messages with Text

  With this TimelinesAI template, you can automate finding and updating items on your Monday.com board whenever a new WhatsApp message containing specific text is received. Setting up this template ensures that existing items on your selected Monday.com board are automatically found and updated whenever a new WhatsApp message containing specific text is received. ✅ Prerequisites ✅ Navigation to TemplaFew readers

• Create Items in the Monday.com Board for New WhatsApp Messages with Attachments

  With this TimelinesAI template, you can automate the creation of items on your Monday.com board whenever a new WhatsApp message with specific text and an attachment is received. Setting up this template ensures that each message and its attachments are seamlessly added as actionable items on your Monday.com board. ✅ Prerequisites ✅ Navigation to Template ✅ Configuring the Trigger ✅ Configuring the Output (2-iiFew readers

Videos and Demos

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Troubleshooting

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