Keep company risks visible in one weekly list
Bring potential changes across your companies into a structured review you can scan and prioritize.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Send interactive list
Send an interactive list message to a whatsapp number. list messages allow users to select from up to 10 options in a structured format. great for menus, catalogs, or choices. note: the message will be delivered to the recipient only if they have texted first.
Why this helps
Risk signals across filings and news are easy to lose between a crowded inbox and an expanding watchlist.
- Review noteworthy signals across a selected company set.
- Separate items that merit follow-up from routine updates.
- Use a structured list to review findings in manageable chunks.
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 company risk review.
- 3Tell Notis to examine new Bigdata.com news and filings for your selected companies, flag material risk signals using criteria you provide, and send a short WhatsApp list of review items.
- 4Pick a weekly schedule and choose where run reports should go.
- 5Test with one real company update.
Questions about this workflow
Does this know my risk thresholds automatically?
No. Provide the criteria you want Notis to apply, such as types of filing changes or business developments.
Can the WhatsApp list contain many items?
The interactive list action supports up to 10 options. Ask Notis to prioritize or summarize if the review produces more.
What happens if the research has no notable signals?
Instruct Notis to send a brief no-material-updates message so the empty review is explicit.
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.