Send a weekly Chartly review menu
Choose the review topic before the meeting starts.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Send interactive list
Send an interactive list message to a whatsapp number. list messages allow users to select from up to 10 options in a structured format. great for menus, catalogs, or choices. note: the message will be delivered to the recipient only if they have texted first.
Why this helps
Weekly reviews spend too much time deciding what deserves attention.
- Prepares the agenda early
- Focuses review on meaningful movement
- Captures a clear selection
Setup
Build it in a few focused steps.
- 1Connect Chartly and Whatsapp in Notis once.
- 2Create an automation named Weekly review menu.
- 3Tell Notis to inspect the available Chartly summaries and send up to ten review topics with a one line reason for each.
- 4Pick the cron trigger and weekly schedule.
- 5Choose a report channel and test with one real example.
Questions about this workflow
Can the menu contain different chart types?
Yes, if the supplied Chartly summaries identify them.
What happens after a choice is tapped?
Whatsapp sends the selected list item as the recipient's response.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Chartly to Whatsapp. A trigger fires from one place; an action lands in another.
Chartly 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.
Chartly 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.