Turn transcript follow-ups into a quick decision
After a recorded conversation, Notis can identify a proposed next step and ask the responsible contact to approve or decline it with a tap.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Send interactive buttons
Send an interactive button message to a whatsapp number. button messages allow users to quickly respond by tapping up to 3 predefined buttons. perfect for yes/no questions, quick choices, or call-to-action scenarios. note: the message will be delivered to the recipient only if they have texted first.
Why this helps
Follow-ups can stall when a clear decision is buried in a transcript and nobody asks for approval directly.
- Make a specific follow-up decision easy to answer.
- Tie the approval request to a finalized recording.
- Reduce the back and forth needed to confirm a next step.
Setup
Build it in a few focused steps.
- 1Connect Castingwords and WhatsApp once in the Notis portal.
- 2Create an automation in Automations, New Automation, or tell Notis in plain language from any channel.
- 3In one instruction, ask Notis to review the supplied finalized transcript, identify one explicitly stated follow-up requiring the named contact's approval, and send a concise approve or decline button prompt.
- 4Choose a webhook trigger and choose where run reports should go.
- 5Test with a real transcript and a contact who has texted your WhatsApp number first.
Questions about this workflow
What if the transcript does not name an approval decision?
Instruct Notis to send nothing when the transcript contains no explicit follow-up that needs approval.
Can the buttons create or assign a task?
This workflow sends an interactive button message. It does not create a task or record an approval elsewhere.
Can WhatsApp send the buttons to a new contact?
The recipient must have texted your WhatsApp number first for this interactive message to be delivered.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Castingwords to Whatsapp. A trigger fires from one place; an action lands in another.
Castingwords 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.
Castingwords and Whatsapp, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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