Send a meeting prep note on WhatsApp
Put the one useful reminder for an upcoming meeting in a message you can find quickly.
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
Meeting prep gets pushed aside when notes and reminders live in different places.
- Attach a short prep cue to an upcoming meeting.
- Use an approved template when a template is required.
- Reduce the effort of remembering to send a pre-meeting nudge.
Setup
Build it in a few focused steps.
- 1Connect Calendarhero and WhatsApp once in the Notis portal.
- 2Create an automation in the portal or tell Notis in plain language from any channel.
- 3In one instruction, ask Notis to identify the intended upcoming meeting and send an approved template with the prep details you provide.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real meeting and verify the WhatsApp template is approved.
Questions about this workflow
Where does the prep note come from?
Provide the prep details in your instruction or request. Do not assume Calendarhero contains notes or context that are not available.
Can this send free-form text outside the 24-hour window?
This workflow uses Send template message. WhatsApp templates are required for messages outside the 24-hour window and must be approved before use.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Calendarhero to Whatsapp. A trigger fires from one place; an action lands in another.
Calendarhero 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.
Calendarhero and Whatsapp, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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