Review customer insights in one monthly digest
Turn customer feedback you can access in Cody into a compact summary for a regular review.
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
Feedback patterns can be easy to miss when comments and notes accumulate in separate places.
- Summarizes supplied customer feedback or notes Cody can access.
- Creates a recurring review of themes and questions.
- Makes customer insight easier to revisit.
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 specified customer feedback with Cody and send a concise monthly digest to the supplied WhatsApp recipient.
- 4Choose a recurring schedule and select where run reports should go.
- 5Test with real feedback and confirm the digest is useful.
Questions about this workflow
Can Cody infer customer sentiment from feedback?
Ask Cody to identify themes in the feedback it can access. The quality depends on the supplied or accessible material.
Can I include a specific time period?
Yes. State the period and feedback sources in the automation instruction or run request.
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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