Remember to revisit your strategy map
Get a quarterly prompt to check whether the map still reflects your current strategic priorities.
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
Strategy maps can become stale when there is no reliable prompt to revisit them.
- Create a repeatable quarterly review prompt.
- Keep strategy map upkeep visible among other work.
- Use WhatsApp to make the reminder easy to notice.
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 quarterly reminder.
- 3Tell Notis to send a concise prompt to revisit the strategy map and review available context.
- 4Choose a quarterly schedule and where run reports should go.
- 5Test with one real example and confirm the recipient has texted first.
Questions about this workflow
Will Notis know which map to review?
Name the strategy map or other context you want Notis to use in your instruction.
Can this update the map?
No. The selected WhatsApp action sends a message; it does not change BSC Designer.
What are the delivery requirements?
For Send message, the recipient must have texted first.
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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