Make monthly KPI check-ins easier to start
Give your team a consistent nudge to review the KPIs that guide your strategy.
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 KPI reviews can slip when the reminder depends on someone remembering to send it.
- Start a repeatable monthly review routine.
- Use an approved WhatsApp template for an outbound reminder.
- Reduce manual reminder follow-up.
Setup
Build it in a few focused steps.
- 1Connect BSC Designer and WhatsApp once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name the monthly reminder.
- 3Tell Notis which KPI review prompt to send using your approved WhatsApp template.
- 4Choose a monthly schedule and where run reports should go.
- 5Test with one real example and confirm the template is approved and the recipient is eligible.
Questions about this workflow
Does this workflow create a WhatsApp template?
No. It sends a template message. Create and obtain approval for the template separately before using it.
Why use a template message?
Templates are required for marketing messages and messages sent outside the 24-hour window.
Can the reminder include live KPI values?
Only request values that are available from BSC Designer and supported by your approved template.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link BSC Designer to Whatsapp. A trigger fires from one place; an action lands in another.
BSC Designer 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.
BSC Designer and Whatsapp, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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No card. Works with personal or business Whatsapp.