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Review company insights and WhatsApp templates each week

See the accounts on your mind and the templates available for your next outreach review in one place.

Trigger

Recurring schedule

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

Action

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.

Why this helps

Weekly outreach planning gets interrupted by separate searches for company context and available message templates.

  • Bring weekly account research and WhatsApp templates together.
  • Make template availability visible during outreach planning.
  • Spend less time collecting context before deciding what to send.

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 companies and ask Notis to summarize their Bigpicture research alongside the WhatsApp template inventory.
  • 4Choose a weekly schedule and where run reports should go.
  • 5Test with one real company and review the template list in the report.

Questions about this workflow

Does this check approval status for every template?

It retrieves the template inventory. For a specific approval state, request a status lookup for that template.

Does it send any messages?

No. This workflow prepares a weekly review and does not message prospects.

Can I use this to plan outreach outside the 24-hour window?

The inventory helps you review templates. Check the specific template status and approval before using it.

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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