Get a weekly Alpaca review in WhatsApp
Put a regular review on the calendar and keep its key points easy to find.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Send template message
Send a template message to a whatsapp number.
Why this helps
Without a regular review prompt, it is easy to postpone reflecting on trading activity and plans.
- Create a recurring review reminder
- Use an approved template for template-required messaging
- Summarize only data available for the review
Setup
Build it in a few focused steps.
- 1Connect Alpaca and WhatsApp once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a clear name.
- 3In one instruction, ask Notis to prepare the weekly review using available Alpaca data and send it with the approved WhatsApp template you identify.
- 4Choose a recurring schedule and select where run reports should go.
- 5Test with one real review period and confirm the template is approved and the message content is correct.
Questions about this workflow
Why does this workflow use a template?
WhatsApp templates are required for marketing messages and messages sent outside the 24-hour window. Templates must be approved before use.
Can Notis create or approve the template as part of this workflow?
This workflow sends a template message. Template creation and approval are separate steps, and approval is performed by WhatsApp.
What goes into the review?
The instruction can request specific review points, but Notis can only use data available from Alpaca or details you supply.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Alpaca to Whatsapp. A trigger fires from one place; an action lands in another.
Alpaca 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.
Alpaca and Whatsapp, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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