Share monthly Beeminder progress with an approved template
Give a monthly progress review a predictable format that is easy to find and read.
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
Progress notes can get lost when every update is written differently or sent at an awkward time.
- Use a consistent format for recurring progress summaries.
- Share progress outside the 24-hour messaging window with a template.
- Keep the monthly review short and organized.
Setup
Build it in a few focused steps.
- 1Connect Beeminder and WhatsApp once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name.
- 3Tell Notis to prepare a concise monthly recap from available Beeminder data and send it using an approved WhatsApp template.
- 4Pick a monthly schedule and choose where run reports should go.
- 5Test with one real progress summary and confirm the template is approved before sending.
Questions about this workflow
Can this use a template that is still pending approval?
No. WhatsApp templates must be approved before they can be used.
Why use a template for this recap?
Templates are required for messages sent outside the 24-hour window and for marketing or utility messages.
Can the summary include trends?
Notis can summarize returned progress data. If a desired baseline or history is unavailable, provide it or omit that comparison.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Beeminder to Whatsapp. A trigger fires from one place; an action lands in another.
Beeminder 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.
Beeminder and Whatsapp, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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