Prepare investor updates from current research
Create a concise, repeatable update from market evidence and deliver it with an approved message template.
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
Writing regular investor context from scratch takes time away from decisions and follow-through.
- Reuse a reviewed message format for recurring updates.
- Base the update on research you specify from Bigdata.com.
- Keep a regular communication task from becoming a last-minute scramble.
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 describe the update and audience.
- 3Tell Notis to summarize the selected market research into your approved investor update template and send it only to recipients you identify as eligible.
- 4Pick a monthly schedule and choose where run reports should go.
- 5Test with one real update and confirm the WhatsApp template is approved before sending.
Questions about this workflow
Can I send a regular message outside the 24-hour window?
WhatsApp requires templates for messages outside the 24-hour window and for marketing or utility messages. Use an approved template for this workflow.
Does this create a template automatically?
No. This workflow uses the Send template message action. A WhatsApp template must already exist and be approved before it can be used.
Can Notis decide which recipients opted in?
Only if that information is supplied through your process. Specify the eligible recipient set rather than assuming Bigdata.com provides consent data.
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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