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Keep up with compliance through a weekly WhatsApp check-in

Make compliance review a small, predictable check-in instead of another dashboard to remember.

Trigger

Recurring schedule

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

Action

Send message

Send a text message to a whatsapp number. note: the message will reflect on the recipient's phone number only if they have texted first.

Why this helps

Compliance status can be hard to keep in view when updates are spread across tools and review happens irregularly.

  • Create a steady review rhythm.
  • See returned status and concerns in a familiar channel.
  • Make it easier to spot when a follow-up is needed.

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 Weekly Compliance Check-in.
  • 3Tell Notis: Review compliance in Borneo and send a WhatsApp check-in with the returned status and any open concerns.
  • 4Pick a recurring schedule, choose where run reports go, and test with one real example.
  • 5Confirm the WhatsApp recipient has messaged your number first.

Questions about this workflow

What does this workflow check?

It asks Borneo to review compliance and reports the status and concerns Borneo returns.

Can it compare this week with last week?

Only if Borneo returns history or you provide the baseline in the instruction. Otherwise it can report the current review results.

Will WhatsApp send the message automatically?

The Send message action delivers only if the recipient has texted first.

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.

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.

Borneo and Whatsapp, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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