Send a monthly client options menu
Give clients a short menu that makes progress visible.
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
Clients receive advice but lack a simple way to choose the next action.
- Clarify monthly priorities
- Reduce decision friction
- Create a consistent client touchpoint
Setup
Build it in a few focused steps.
- 1Connect Chatfai and Whatsapp in Notis once.
- 2Create an automation named Monthly Chatfai client menu.
- 3Tell Notis to turn each supplied Chatfai client summary into a WhatsApp list of up to ten next actions.
- 4Pick the cron schedule and choose where run reports should go.
- 5Test with one real client summary and review the options.
Questions about this workflow
How many actions should the menu include?
Keep it focused, with no more than ten options supported by the WhatsApp list action.
What data must I provide?
Provide the relevant Chatfai summary, client identity, recipient number, and current options.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Chatfai to Whatsapp. A trigger fires from one place; an action lands in another.
Chatfai 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.
Chatfai and Whatsapp, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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