Send Chatbotkit conversation summaries on WhatsApp
Give the next person the essentials without forwarding an entire transcript.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
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
Important decisions get lost when handoffs contain too much conversation history.
- Reduce reading time
- Preserve decisions and next steps
- Improve handoff clarity
Setup
Build it in a few focused steps.
- 1Connect Chatbotkit and Whatsapp in Notis.
- 2Create an automation named Conversation summary message.
- 3Tell Notis to summarize the supplied Chatbotkit history into decisions, risks, and next steps, then send it to the supplied WhatsApp number.
- 4Choose a webhook trigger and report channel.
- 5Test with one completed conversation.
Questions about this workflow
Can I control the summary format?
Yes. Specify the headings, length, and tone in the automation prompt.
Does this send the full transcript?
No. It sends the concise summary you request.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Chatbotkit to Whatsapp. A trigger fires from one place; an action lands in another.
Chatbotkit 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.
Chatbotkit 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.