Send a monthly privacy review with a WhatsApp template
Keep recurring privacy updates consistent with a template message and a scheduled Borneo review.
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
Recurring updates take extra effort when the format changes each time or the review is easy to forget.
- Use a consistent format for recurring updates.
- Reduce effort in preparing a monthly status message.
- Share returned review results on a predictable cadence.
Setup
Build it in a few focused steps.
- 1Connect Borneo and WhatsApp once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it Monthly Privacy Review Template.
- 3Tell Notis: Run a Borneo privacy review and send a concise summary of its returned results using the approved WhatsApp template for this update.
- 4Pick a recurring schedule, choose where run reports go, and test with one real example.
- 5Confirm the required template is approved and the recipient is eligible to receive it.
Questions about this workflow
Why does this use a template message?
WhatsApp templates are required for marketing messages and messages sent outside the 24-hour window. Templates must be approved before use.
Can the workflow create and approve the template?
No. This workflow uses the Send template message action. The available Create message template action does not approve templates; WhatsApp approval is required.
Will every result fit the template?
The template needs to support the content you intend to send. Verify the approved template and test it with one real example.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Borneo to Whatsapp. A trigger fires from one place; an action lands in another.
Borneo 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.
Borneo and Whatsapp, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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