Prepare a scheduled update for template messaging
Use Cody to shape supplied information into a concise message for an approved WhatsApp template.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Send template message
Send a message using an approved template.
Why this helps
Preparing scheduled, out-of-window updates takes extra coordination when the source details are scattered.
- Turns supplied company information into concise message content.
- Uses the WhatsApp template message action for template-based delivery.
- Reduces repeated preparation for scheduled communications.
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 information with Cody and send it using the specified approved WhatsApp template to the supplied recipient.
- 4Choose a recurring schedule and select where run reports should go.
- 5Test with one real approved template and an eligible recipient.
Questions about this workflow
Can this send a message template that is still pending approval?
No. Templates must be approved by WhatsApp before they can be used.
When are templates required?
Templates are required for marketing messages and messages sent outside the 24-hour window.
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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