Review WhatsApp Templates Before You Need Them
Get a regular view of your WhatsApp templates so campaign preparation has fewer last-minute surprises.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
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.
Why this helps
Template availability and approval status can be easy to forget when a campaign is being prepared.
- Review the message templates available to the WhatsApp business account.
- Surface template details for a recurring campaign planning check.
- Reduce last-minute uncertainty about templates used for messages outside the 24-hour window.
Setup
Build it in a few focused steps.
- 1Connect Whatsapp once in the Notis portal.
- 2Create an automation that retrieves WhatsApp message templates and summarizes their available status and details for campaign planning.
- 3Pick a recurring schedule before your regular campaign review.
- 4Choose where Notis should send run reports.
- 5Test with one real run and check the summary against the WhatsApp template list.
Questions about this workflow
Does this workflow create or approve templates?
No. It retrieves the account's templates for review. WhatsApp approval is required before templates can be used.
Why review templates regularly?
Templates are required for marketing messages and for messages sent outside the 24-hour window, so checking them can support campaign preparation.
Does this workflow use Claid?
No image enhancement is needed for a template review, so this workflow uses the WhatsApp side of the connected pair for the scheduled check.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Claid ai to Whatsapp. A trigger fires from one place; an action lands in another.
Claid ai 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.
Claid ai and Whatsapp, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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