Get your daily document processing recap on WhatsApp
Start the day with a short recap of processed documents and the items that need your attention.
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
Checking processed documents one by one creates extra context switching and makes exceptions easy to miss.
- See processing outcomes in one scheduled message.
- Surface exceptions that Algodocs returned for review.
- Reduce repeated manual checks.
Setup
Build it in a few focused steps.
- 1Connect Algodocs and WhatsApp once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name.
- 3Tell Notis to review the document processing results returned by Algodocs and send a concise daily recap to your WhatsApp number.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real processing example.
Questions about this workflow
What should the recap include?
Ask Notis to summarize information Algodocs returns, such as processed document outcomes and exceptions. Any missing baseline or history must be supplied by you.
Can Notis send this on a schedule?
Yes. Choose notis_cron as the trigger and set the recurring schedule in Notis.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Algodocs to Whatsapp. A trigger fires from one place; an action lands in another.
Algodocs 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.
Algodocs and Whatsapp, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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