Prepare a WhatsApp template from account insights
Turn recurring account research into a reusable message draft that is ready for business review.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
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.
Why this helps
Repeated outreach often starts from a blank page, even when the same company insights need to be shared consistently.
- Base a reusable template draft on relevant company research.
- Reduce time spent starting routine outreach copy from scratch.
- Keep approval as an explicit step before a template is used.
Setup
Build it in a few focused steps.
- 1Connect Bigpicture io and WhatsApp once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3In one instruction, specify the accounts and ask Notis to research them and create a concise WhatsApp message template for review.
- 4Choose a recurring schedule and where run reports should go.
- 5Test with one account, review the created template, and wait for WhatsApp approval before using it.
Questions about this workflow
Can the created template be used immediately?
No. WhatsApp must approve a new message template before it can be used.
When are templates required?
Templates are required for marketing messages, utility messages, and messages sent outside the 24-hour window.
Does this workflow send outreach?
No. It creates a template for review and approval. Sending the approved template is a separate action.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Bigpicture io to Whatsapp. A trigger fires from one place; an action lands in another.
Bigpicture io 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.
Bigpicture io and Whatsapp, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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