Give clear answers grounded in company policy
Let Cody find the policy context so Notis can send a short, consistent explanation over WhatsApp.
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
Policy questions can be difficult to answer consistently when guidance lives across multiple documents.
- Searches company knowledge for policy context.
- Keeps policy explanations concise and repeatable.
- Reduces time spent locating the right internal document.
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 search Cody for the supplied policy question and send a concise answer to the supplied WhatsApp recipient.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one real policy question and an appropriate contact.
Questions about this workflow
What if the policy is not in Cody?
The automation can only use information Cody can access or that you provide in the request.
Does it send a standard text message?
Yes. This workflow uses WhatsApp Send message, which sends a text message.
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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