Make month-end easier to pick up
Ask Notis for a concise month-end overview of the Airwallex activity it can access, ready for your review in WhatsApp.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Send message
Send a text message to a whatsapp number. note: the message will reflect on the recipient's phone number only if they have texted first.
Why this helps
Month-end reviews often start with reconstructing activity from multiple places before you can make decisions.
- Gather available activity into one recap
- Set a predictable reminder for review
- Use your own review questions in the instruction
Setup
Build it in a few focused steps.
- 1Connect Airwallex and WhatsApp once in the Notis portal.
- 2Create an automation in Automations, New Automation.
- 3In one instruction, ask Notis to summarize Airwallex activity for the previous month using the information it can access.
- 4Pick a recurring schedule near month-end and choose where run reports go.
- 5Test with one real example.
Questions about this workflow
Can the summary replace accounting reports?
Use it as an operational recap of data available to Notis. Confirm financial records in your accounting or finance systems.
Can I ask for specific categories?
Yes, if those details are available from Airwallex. Include the categories you want in your instruction.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Airwallex to Whatsapp. A trigger fires from one place; an action lands in another.
Airwallex triggers
Whatsapp actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
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.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
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.
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.
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.
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.
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.
Airwallex and Whatsapp, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Whatsapp.