TimelinesAI

· #373 most-used

Turn WhatsApp conversations into automated business workflows

CRMSalesCommunicationSupportAutomationEmail Marketing

TimelinesAI is a WhatsApp CRM platform that gives teams a shared inbox for personal and business WhatsApp numbers, connects those conversations to your existing CRM, and lets you build automations so messages, files, and status updates flow between WhatsApp and hundreds of other apps. Connect it to Actionist and your agents can send targeted WhatsApp messages when deals close or support tickets open, monitor inbound chats, search conversation history, and route incoming leads straight into your pipeline — all without anyone needing to check the phone.

Try TimelinesAI with Actionist Visit TimelinesAI

Average time saved

9 hours

per person · per month

≈ 1 workdays back

Eliminates manual work. Agents eliminate the manual work of monitoring a shared WhatsApp inbox, copy-pasting conversation data into CRM records, and sending follow-up messages one by one.

Schedule

What your TimelinesAI agent runs on autopilot

A week of scheduled jobs your Actionist agent will execute on your behalf.

28Scheduled jobs

7Agents at work

24/7Always on

Agents

Tue–Thu

Tue

Wed

Thu

10a

11a

12p

Multi-app workflows

TimelinesAI × every other app you use

End-to-end automations that span multiple apps — each one a real business outcome.

6Workflows

8Apps spanned

~32 hrsSaved / week

6Personas served

For sales

Featured3 apps

New inbound WhatsApp lead routed into the CRM

Within about a minute of an unknown number sending a WhatsApp message, the agent retrieves the conversation opener, creates a contact and linked deal in HubSpot, and posts a Slack alert to the sales team — so the inbound lead is in the CRM before any human has seen the notification.

~4 hrs

Time saved for your team — every week, on autopilot

The flow

Trigger·When a new inbound WhatsApp chat arrives from an unknown number

Trigger

Step 1

TimelinesAI

New Incoming Chat fires on connected WhatsApp account

read

Step 2

TimelinesAI

Find Chat to retrieve the opening message and sender number

write

Step 3

HubSpot

Create Contact with phone number, chat timestamp, and opening message

write

Step 4

HubSpot

Create Deal linked to the new contact at the Inquiry stage

write

Step 5

Slack

Post alert to #sales-inbound with contact name, number, and opening message

Result

Create Contact with phone number, chat timestamp, and opening messageCreate Deal linked to the new contact at the Inquiry stagePost alert to #sales-inbound with contact name, number, and opening message

The win

Saved per run

8 min

Runs / week

~30×

Zero inbound WhatsApp leads lost to slow manual entry

Driven bySales Agent

ROI

Savings

What your team gets back — two angles: what you stop doing manually, and what that's worth.

Without Actionist

What you do manually today

With Actionist

What your agent runs for you

Sales
30 min / week
Manual inbound WhatsApp lead handling
Reps check the shared inbox manually, copy the sender's number and opening message into the CRM, and create a contact and deal by hand — often 15 minutes after the message arrived.
Sales Agent
0 min
Agent captures and logs inbound leads automatically
When a new WhatsApp chat arrives, the agent creates the CRM contact and deal within about a minute and posts a Slack alert to the team — reps spend zero time on manual entry.
Marketing
60 min / week
Manual campaign message sending via WhatsApp
Marketers open the WhatsApp inbox, find each contact on the campaign list, paste the message, and send one by one — taking hours for lists of even moderate size.
Marketing Agent
0 min
Agent dispatches campaign messages automatically on list update
When a contact is added to a CRM campaign list, the agent sends the WhatsApp message within about a minute, confirms delivery, and logs the status — the marketer sets it up once and it runs.
Customer Support
45 min / week
Support requests monitored by watching the inbox
Agents check the shared WhatsApp inbox manually throughout the day, copy the customer's issue into the helpdesk, and send an acknowledgement — each step done by hand.
Customer Support Agent
0 min
Agent creates the ticket and sends an acknowledgement automatically
Each inbound WhatsApp message triggers the agent to open a helpdesk ticket and send a confirmation reply in under a minute — no human monitors the inbox to initiate the process.
Human Resources
20 min / week
Manual WhatsApp onboarding messages sent by HR
HR finds each new hire's phone number, opens WhatsApp, types and sends a welcome message, and then separately emails the onboarding guide — 20 minutes per new joiner.
Human Resources Agent
0 min
Agent sends the welcome message and guide automatically
When a new hire record is created, the agent opens a WhatsApp chat, sends the welcome message, and attaches the onboarding guide PDF in the same thread — triggered from a single database event.
Finance
25 min / week
Invoice reminders sent manually via WhatsApp
Finance staff check the invoice due-date list, find each client's WhatsApp number, write and send a payment reminder, and update the tracker manually — every billing cycle.
Finance Agent
0 min
Agent sends payment reminders automatically before due date
Three days before each invoice due date, the agent finds the client's WhatsApp chat, sends the personalised reminder, confirms delivery, and updates the tracker — no human involvement.
Operations
40 min / week
Closed chats exported manually for compliance
Ops staff periodically export WhatsApp conversation transcripts by hand, save them to shared storage, and update the compliance log — an error-prone process with gaps in coverage.
Operations Agent
0 min
Agent archives every closed chat automatically
Each time a chat is closed, the agent retrieves the message history, saves it to Drive, and logs the archive record — every conversation is retained without anyone remembering to export it.
Legal
15 min / week
Communication records retrieved by hand for disputes
Legal staff manually search the WhatsApp inbox, scroll through conversation history, and screenshot or copy the relevant messages to assemble evidence for a dispute or audit.
Legal Agent
0 min
Agent retrieves conversation history and files it for compliance
The Legal Agent calls Find Message or Get Message History for the required chat and exports the thread to the compliance folder automatically — what took hours of scrolling takes seconds.

+ 100s of other TimelinesAI automations

Average time saved

24 hrs / person / month

Calculator

Calculate what your team saves

Team size

5 people

Hourly rate

$75 / hr

Hours saved / week

Hours saved / year

550

Annual ROI

$41,250

Based on TimelinesAI's typical team usage — the visible tasks plus a few other automations the agent runs: ~2.2 hrs / person / week of admin work automated.

Connect

How to plug TimelinesAI into Actionist

Pick the connection method that suits your environment.

Generate an API key inside your TimelinesAI account and paste it into Actionist. The agent can then send messages, search chats, and receive webhook events on your behalf.

Open TimelinesAI Settings

Paste into Actionist

Find TimelinesAI in the Actionist Apps library and paste the API key into the connection dialog.

Test the connection

Click Test connection. Actionist runs a lightweight read call to verify the key before saving.

Credentials you'll need

API key*

TimelinesAI dashboard → Settings → Integrations → API → Copy your API key

Actions

12 actions your agent can call

Read and write operations available to your Actionist agent.

Triggers

8 events your agent can react to

Events your agent watches for, and the actions it kicks off in response.

FAQs

Questions about TimelinesAI + Actionist

How does Actionist connect to TimelinesAI?

Go to the Apps tab in Actionist, find TimelinesAI, and click Connect. Enter your TimelinesAI API key — you can generate one inside your TimelinesAI account under Settings → Integrations → API. Actionist runs a lightweight read call to verify the key before saving. The connection gives your agents access to your WhatsApp chats, messages, files, and account events.

Which WhatsApp account types does TimelinesAI support?

TimelinesAI works with both personal WhatsApp accounts and WhatsApp Business accounts. You connect each number separately inside the TimelinesAI dashboard, and Actionist can then send messages and receive trigger events from any connected account. You are not required to use the official WhatsApp Business API — TimelinesAI handles the connection method.

Can Actionist trigger a workflow when a new WhatsApp message arrives?

Yes. TimelinesAI exposes webhook-based triggers that fire within about a minute of an event. The triggers available in Actionist include New Incoming Chat, New Received Message, New Sent Message, Chat Closed, Chat Renamed, New Outgoing Chat, New Uploaded File, and New Whatsapp Account. Each fires through a webhook and can start any downstream workflow — creating CRM records, sending Slack alerts, opening helpdesk tickets, and more.

How do I avoid sending duplicate WhatsApp messages to the same contact?

Use the Find Chat action before any send action. It searches your TimelinesAI inbox for an existing conversation with the contact's phone number. If a chat already exists, route the message as a reply into that thread using Send Message to Existing Chat. Only use Send Message to New Chat when Find Chat returns no result. This pattern keeps conversations consolidated and avoids the contact receiving multiple disconnected threads.

What is the most common way teams use TimelinesAI with Actionist?

The most frequent patterns are: (1) inbound lead capture — when a new WhatsApp chat arrives, the agent creates a contact and deal in the CRM; (2) outbound campaign sends — when a CRM list updates, the agent sends a targeted WhatsApp message to each contact; (3) support ticketing — when a support keyword appears in a received message, the agent opens a helpdesk ticket and sends an acknowledgement; (4) compliance archiving — when a chat is closed, the agent exports and stores the full message history.

Can Actionist send files and documents via WhatsApp through TimelinesAI?

Yes. The Send File to Existing Chat action attaches a file to an open WhatsApp conversation. It supports any file type that WhatsApp Business accepts — PDFs, images, spreadsheets, and videos. If you send the same document repeatedly (e.g. an onboarding guide or NDA template), upload it once using the TimelinesAI file library and retrieve it with Find Uploaded File and Send Uploaded File to Existing Chat, which avoids re-uploading the same asset on every run.

Does Actionist support multiple WhatsApp numbers in the same workspace?

Yes. TimelinesAI allows you to connect multiple WhatsApp numbers (personal and business) to the same workspace. When you set up actions or triggers in Actionist you can specify which connected account to use. The Find Whatsapp Account action lets the agent retrieve account details programmatically and select the right sending number for a given region, team, or use case.

How does message delivery confirmation work?

After sending a message via TimelinesAI, use the Find Message Status action to retrieve the delivery and read status of the sent message. You can check this immediately after sending or on a delay — for example, checking status 24 hours after a proposal was sent and triggering a follow-up message if the status shows as delivered but not read. This pattern lets agents handle follow-up sequences automatically based on actual engagement.