Review template options before planning follow-ups
Keep template choices visible so you can plan the right kind of WhatsApp follow-up after a meeting.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
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.
Why this helps
Teams can waste time planning a message around a template they have not checked recently.
- Bring template options into a repeatable review.
- Help the team plan follow-ups with current information.
- Make the review report easy to scan.
Setup
Build it in a few focused steps.
- 1Connect Avoma and WhatsApp once in the Notis portal.
- 2Create an automation in Automations, New Automation, and enter its name and prompt.
- 3In one instruction, ask Notis to retrieve WhatsApp templates and summarize those relevant to meeting follow-up planning.
- 4Choose a recurring schedule and a channel for run reports.
- 5Test with one real run and review the summary for accuracy.
Questions about this workflow
Can Notis confirm approval from this list alone?
For a specific template's approval status, use the template status action. This workflow summarizes the template list.
Will this review Avoma meeting notes on each run?
No. The available trigger is a recurring Notis schedule, and this action retrieves WhatsApp templates.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Avoma to Whatsapp. A trigger fires from one place; an action lands in another.
Avoma 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.
Avoma and Whatsapp, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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