Get scheduled account research in WhatsApp
Review the companies that matter without reopening a research queue every morning.
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
Account reviews become a pile of tabs when company signals are not gathered before your planning time.
- Bring recurring account context into a channel you already check.
- Use an approved template for WhatsApp messages that require one.
- Spend review time deciding what to do instead of collecting basic company facts.
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 research questions, then ask Notis to send a concise summary using an approved WhatsApp template.
- 4Choose a recurring schedule and where run reports should go.
- 5Test with one real account and confirm the selected template is approved.
Questions about this workflow
Where do the account names come from?
Specify the companies or source of the account list in your instruction. The workflow can only research accounts it can identify from the information available to it.
Why use a template message?
WhatsApp templates are required for marketing or utility messages and messages sent outside the 24-hour conversation window. The template must be approved before use.
What schedule should I choose?
Choose a cadence that matches your account review routine, such as a weekly review. The schedule is selected in Notis when you create the automation.
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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