Get the meeting context before you join
Bring useful background into one short note so you can focus on the conversation ahead.
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
Meeting preparation often means searching several documents right before a call.
- Collects relevant background available in Cody.
- Creates a concise prompt for preparation.
- Reduces last-minute document searching.
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 use Cody to summarize the supplied meeting topic and available background, then send a short prep note to the supplied WhatsApp recipient.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one upcoming meeting and its relevant context.
Questions about this workflow
Does this know my calendar automatically?
No calendar trigger is specified here. Provide the meeting topic, timing, and recipient in the webhook request.
What can the note include?
Ask Cody to summarize available background, relevant documents, open questions, or other supplied details.
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.