Get document takeaways in WhatsApp
Turn a long document into a short set of useful takeaways you can read in a message.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Send message
Send a text message to a WhatsApp user within the service window or with an approved template.
Why this helps
Finding time to read every full document can delay decisions and follow-up.
- Summarizes a document Cody can access.
- Focuses the message on useful takeaways.
- Reduces the need to switch apps for a quick overview.
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 document with Cody and send the key points as a WhatsApp message to the supplied recipient.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one real document and an appropriate recipient.
Questions about this workflow
Can Cody summarize any document?
Cody can summarize documents it can access. Provide the document or a reference Cody can find.
Can I specify the summary style?
Yes. Include the desired length, focus, or format in the plain-language instruction.
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.