Start the day with an operations report summary
Have the key points from a scheduled Carbone report arrive in WhatsApp, ready to scan before the day fills up.
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
Finding time to open reports and pull out the few updates that need attention can push important decisions later.
- Run the workflow on a recurring schedule.
- Use Carbone to prepare the report from the information available to it.
- Get a concise text summary in WhatsApp without opening another app.
Setup
Build it in a few focused steps.
- 1Connect Carbone and WhatsApp once in the Notis portal.
- 2Create an automation in the portal or tell Notis to create one from any channel.
- 3Describe in one instruction which operations report Carbone should prepare and what summary to send by WhatsApp.
- 4Choose a recurring schedule trigger and select where run reports should go.
- 5Test with one real report and review the WhatsApp summary.
Questions about this workflow
Does Carbone provide a schedule trigger?
No Carbone trigger events are listed. This workflow starts from Notis on a recurring schedule.
What should the prompt say about report contents?
Name the report and the information Carbone can access, then tell Notis which points to summarize. Supply any required baseline or context that the apps do not provide.
Will the text message always be delivered?
The listed WhatsApp send-message action notes that the recipient must have texted first for delivery.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Carbone to Whatsapp. A trigger fires from one place; an action lands in another.
Carbone 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.
Carbone and Whatsapp, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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