Share benchmark trends in a scheduled WhatsApp check-in
Make historical results easier to share with the people who need them.
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
Stakeholders can miss performance trends when updates depend on someone remembering to assemble and send them.
- Share historical data Bench provides
- Send a repeatable update in an approved template
- Keep stakeholder updates on a schedule
Setup
Build it in a few focused steps.
- 1Connect Bench and WhatsApp once in the Notis portal.
- 2Create a new automation in Automations, or tell Notis in plain language.
- 3Ask Notis to summarize Bench historical results and send the update using the approved WhatsApp template you have available.
- 4Choose a recurring schedule as the trigger and select where run reports should go.
- 5Test with one real historical result and an approved template.
Questions about this workflow
Can this calculate a trend from historical results?
Notis can summarize historical results returned by Bench. A baseline or history not provided by Bench must be supplied by you.
Does the template need approval?
Yes. WhatsApp must approve a template before it can be used.
Is this a regular text message?
No. This workflow uses the Send template message action. Follow WhatsApp template requirements for the intended use.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Bench to Whatsapp. A trigger fires from one place; an action lands in another.
Bench 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.
Bench and Whatsapp, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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