Make earnings follow-up easier to decide
Read the key earnings signals, then choose a next step with one tap.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Send interactive buttons
Send an interactive button message to a whatsapp number. button messages allow users to quickly respond by tapping up to 3 predefined buttons. perfect for yes/no questions, quick choices, or call-to-action scenarios. note: the message will be delivered to the recipient only if they have texted first.
Why this helps
After earnings, deciding what deserves deeper review can turn into a long queue of tabs and reminders.
- See the key points from filings and transcripts in one short message.
- Choose a follow-up path without composing a separate reminder.
- Keep research review tied to your stated criteria.
Setup
Build it in a few focused steps.
- 1Connect Bigdata.com MCP and WhatsApp once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it for your earnings review.
- 3Tell Notis to review scheduled earnings materials for your selected companies, summarize results against criteria you provide, and send a WhatsApp prompt with up to three useful choices.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real earnings example.
Questions about this workflow
Does Bigdata.com start this when a filing arrives?
No Bigdata.com trigger events are listed here. Start the workflow with a Notis schedule.
What can the buttons ask me to do?
Use up to three choices such as investigate further, add to review, or no follow-up, based on your preferred process.
Will interactive buttons always be delivered?
WhatsApp notes that interactive button messages are delivered when the recipient has texted first.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Bigdata.com MCP to Whatsapp. A trigger fires from one place; an action lands in another.
Bigdata.com MCP 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.
Bigdata.com MCP and Whatsapp, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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No card. Works with personal or business Whatsapp.