Monthly Retrospectives via WhatsApp List
First Friday of each month, your team gets a WhatsApp list asking them to pick from: what we did well, what we struggled with, and what to improve next month. Async retro, clear feedback, no meeting.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Send interactive list
Send an interactive list message to a whatsapp number. list messages allow users to select from up to 10 options in a structured format. great for menus, catalogs, or choices. note: the message will be delivered to the recipient only if they have texted first.
Why this helps
Monthly retros are time-consuming meetings that drain neurodivergent people. Feedback often gets lost or unspoken. Neurodivergent founders struggle to synthesize feedback and follow up. This automation makes retros async, structured, and trackable.
- Async format respects neurodivergent team members' work rhythms
- Interactive list makes feedback structured, not overwhelming
- Voting shows consensus and prevents lost minority opinions
- No meeting fatigue, higher engagement
- Automatable follow-up on agreed improvements
Setup
Build it in a few focused steps.
- 1Connect your Airtable and WhatsApp accounts to Notis.
- 2Create a new automation called 'Monthly Retrospective' and set the trigger to a recurring schedule (first Friday of each month).
- 3Write your prompt: 'On the first Friday of each month, send an interactive WhatsApp list to the team asking: What went well? What was challenging? What should we improve? After votes come in, summarize results and post to a retro summary channel.'
- 4Select your WhatsApp team group and retro feedback channel.
- 5Test by running the automation manually and collecting sample feedback to see the format.
Questions about this workflow
How do I handle sensitive feedback?
Voting is anonymous in terms of who votes what. If you need confidentiality, create a feedback form alongside the WhatsApp list or follow up with direct messages for sensitive topics.
Can I reuse the same retro questions each month?
Yes. Your prompt can repeat the same list every month. Or rotate questions to keep retros fresh.
What happens to feedback after voting?
Your prompt defines the follow-up. You might say 'share results in a pinned message,' 'create action items in Airtable,' or 'assign owners to improvements.'
Is this useful for annual reviews?
This workflow is monthly. For annual reviews, create a separate automation with a different schedule and more detailed retrospective questions.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Airtable to Whatsapp. A trigger fires from one place; an action lands in another.
Airtable triggers
Whatsapp actions
Base Metadata Changed
Triggers when an existing Airtable base changes its name or permission level.
Create message template
Create a new message template for the whatsapp business account. templates must be approved by whatsapp before they can be used. templates are required for marketing messages and messages sent outside the 24-hour window.
Base Schema Changed
Triggers when tables, fields, or views change in an Airtable base.
Delete message template
Delete a message template from the whatsapp business account. this permanently removes the template and it cannot be recovered. only delete templates that are no longer needed.
User Profile Changed
Triggers when the connected Airtable user's profile information changes.
Get business profile
Get the business profile information for a whatsapp business phone number. this includes business details like description, address, website, and contact info.
View Created
Triggers when a new view is created in an Airtable base.
Get media
Get information about uploaded media including a temporary download url. the download url is valid for 5 minutes and can be used to retrieve the actual media file. this is useful for downloading media that was sent to your whatsapp number.
View Deleted
Triggers when a previously known Airtable view is deleted.
Get media info
Get metadata about uploaded media without generating a download url. this is useful for checking file size, type, and hash without downloading the file. use get media if you need the actual download url.
View Metadata Changed
Triggers when an Airtable view changes its name or type.
Get message templates
Get all message templates for the whatsapp business account. templates are required for sending messages outside the 24-hour window and for marketing/utility messages.
Get phone number
Get details of a specific phone number associated with a whatsapp business account.
Get phone numbers
Get all phone numbers associated with a whatsapp business account (waba).
Connect any two apps with Notis in the middle.
Not just Airtable and Whatsapp. Any combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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