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Review account insights with an existing WhatsApp media file

Keep recurring account context close to the file your team already uploaded to WhatsApp.

Trigger

Recurring schedule

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

Action

Send media by

Send media using a media id from previously uploaded media. this is more efficient than sending media by url as the media is already on whatsapp servers. use upload media action first to get the media id. note: the media will be delivered to the recipient only if they have texted first.

Why this helps

Reviewers lose time searching for an existing file after gathering the company context it supports.

  • Use an existing WhatsApp media ID for a streamlined media handoff.
  • Pair recurring company research with a specified file.
  • Reduce redundant file handling when media is already on WhatsApp servers.

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 company and existing WhatsApp media ID, then ask Notis to summarize the company research and send the media by ID when relevant.
  • 4Choose a recurring schedule and where run reports should go.
  • 5Test with one real company and uploaded media ID, and confirm the recipient has texted your number first.

Questions about this workflow

How do I get the media ID?

Use the WhatsApp upload media action first, or provide an ID for media already uploaded to WhatsApp.

Why use a media ID instead of a URL?

Sending media by ID uses a file already stored on WhatsApp servers and is more efficient than sending it by URL.

Can the media be sent to any recipient?

WhatsApp delivers media only if the recipient has texted your number first.

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.

TriggerScheduled

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.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

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.

ActionInstant

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.

ActionInstant

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.

ActionInstant

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.

ActionInstant

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.

ActionInstant

Get phone number

Get details of a specific phone number associated with a whatsapp business account.

ActionInstant

Get phone numbers

Get all phone numbers associated with a whatsapp business account (waba).

ActionInstant

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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