See recurring customer themes across WhatsApp conversations
Review selected customer conversations on a schedule and get a PDF that groups recurring themes without losing the examples behind them.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Convert HTML to PDF
Tool to convert html or a public url into a pdf document. use when you need programmatic pdf generation from html content.
Why this helps
Customer feedback arrives in separate chats, making repeated requests and concerns difficult to recognize over time.
- Spot repeated themes in selected conversations.
- Keep customer examples alongside each theme.
- Make feedback easier to bring into a planning review.
Setup
Build it in a few focused steps.
- 1Connect 2chat and Cloudlayer once in the Notis portal.
- 2Create an automation in Automations, then choose a name and add a prompt.
- 3Tell Notis which customer conversations to review and to group recurring themes with supporting examples and unanswered questions.
- 4Choose a recurring schedule and where run reports should go.
- 5Test with one real sample of customer conversations.
Questions about this workflow
Will it calculate how common a theme is?
Only if the supplied data supports a count. Provide the complete set of conversations for the period if you want counts; otherwise ask for qualitative themes.
Can it infer customer sentiment beyond the messages?
It can summarize the tone of supplied messages, but the report should distinguish interpretation from explicit customer statements.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link 2chat to Cloudlayer. A trigger fires from one place; an action lands in another.
2chat triggers
Cloudlayer actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
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Webhook trigger
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Connect any two apps with Notis in the middle.
2chat and Cloudlayer, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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