Keep clients updated without rebuilding the summary
Set a recurring run that turns supplied project context into a short, readable WhatsApp update.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Send message
Send a text message to a WhatsApp user within the service window or with an approved template.
Why this helps
Client updates often slip when you need to gather details and rewrite them every day.
- Summarizes supplied project details with Cody.
- Creates a consistent update at a chosen cadence.
- Reduces repetitive status-writing work.
Setup
Build it in a few focused steps.
- 1Connect Cody and WhatsApp once in the Notis portal.
- 2Create an automation in Automations, New Automation.
- 3Tell Notis to summarize the supplied project details with Cody and send a concise update to the supplied WhatsApp recipient.
- 4Choose a recurring schedule and select where run reports should go.
- 5Test with one real project summary and recipient.
Questions about this workflow
Does Cody know the latest project status automatically?
Only information available through Cody or included in the run can be summarized. Supply any status details that are not in company knowledge.
Can I choose the run frequency?
Yes. Select a recurring schedule as the trigger when creating the automation.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Cody to Whatsapp. A trigger fires from one place; an action lands in another.
Cody 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 message template, which must be approved before use.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Block WhatsApp Users
Delete message template
Permanently deletes every language version of a named template, and this action cannot be undone.
Configure WhatsApp Conversational Automation
Configures automated greetings, away messages, commands, and conversation prompts.
Get business profile
Retrieve the business profile for a business phone number.
Create WhatsApp Flow
Creates a draft flow; configure and publish it before it can be used.
Create WhatsApp Max Price Agreement
Sets a per-conversation price ceiling for applicable messages across the business account.
Get media info
Retrieve metadata and a temporary download link for uploaded media.
Connect any two apps with Notis in the middle.
Cody 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.