Send monthly Cloro insights with a WhatsApp template
Make your monthly market signal consistent, timely, and ready for the right recipients.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Send template message
Send a template message to a whatsapp number.
Why this helps
Monthly insight sharing slips when the message has to be rebuilt from scratch.
- Create a repeatable reporting ritual
- Use approved message structure
- Reduce last-minute editing
Setup
Build it in a few focused steps.
- 1Connect Cloro and Whatsapp in the Notis portal.
- 2Create an automation for the monthly insight send.
- 3Tell Notis to review the period's Cloro results, fill the approved template with the strongest insight and supporting context, and send it to the named recipients.
- 4Pick the notis_cron trigger and set the monthly schedule.
- 5Choose a report channel and test with one completed month of Cloro data.
Questions about this workflow
Does the template need approval first?
Yes. WhatsApp templates must be approved before this send can use them.
Can the monthly insight be personalized?
Yes. Include recipient-specific context in the instruction if it is available.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Cloro to Whatsapp. A trigger fires from one place; an action lands in another.
Cloro 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.
Cloro and Whatsapp, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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