Send consistent WhatsApp updates for matching Google Docs
Use a document search to spot the work that matters, then send a pre-approved WhatsApp template with the key details and link.
Trigger
Document Search Update
Triggers when a Google Doc matching a user-defined search query is newly created or updated since the last poll. This trigger uses timestamp filtering to efficiently monitor documents.
Action
Send template message
Send a template message to a whatsapp number.
Why this helps
Repeated customer or partner updates take time and are easy to send inconsistently.
- React to documents that match a defined search query.
- Use an approved template for consistent messaging.
- Reduce repetitive copy and paste.
Setup
Build it in a few focused steps.
- 1Connect Google Docs and WhatsApp once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a clear name.
- 3Describe which matching document details belong in the template message.
- 4Pick Document Search Update as the trigger and choose where run reports go.
- 5Test with one real matching document and confirm the template is approved.
Questions about this workflow
When does the search trigger fire?
It detects Google Docs matching your search query that are newly created or updated since the last poll.
Can an unapproved template be sent?
No. WhatsApp templates must be approved before they can be used. Ask Notis to use an approved template.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Google Docs to Whatsapp. A trigger fires from one place; an action lands in another.
Google Docs 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 new message template for the whatsapp business account. templates must be approved by whatsapp before they can be used. templates are required for marketing messages and messages sent outside the 24-hour window.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Delete message template
Delete a message template from the whatsapp business account. this permanently removes the template and it cannot be recovered. only delete templates that are no longer needed.
New Document Created
Triggers when a new Google Doc is created. This trigger monitors Google Docs and fires when new documents are detected. Uses timestamp filtering to efficiently poll for new documents.
Get business profile
Get the business profile information for a whatsapp business phone number. this includes business details like description, address, website, and contact info.
Document Deleted
Triggers when an existing Google Doc is deleted (moved to trash). This trigger monitors Google Docs and fires when documents are trashed.
Get media
Get information about uploaded media including a temporary download url. the download url is valid for 5 minutes and can be used to retrieve the actual media file. this is useful for downloading media that was sent to your whatsapp number.
Document Placeholder Filled
Triggers when a Google Doc's plain text changes such that a configured placeholder token/pattern is no longer present (i.e., the document has been filled in). This trigger monitors a specific Google Doc and fires when a placeholder pattern that was previously present is no longer found in the document's plain text.
Get media info
Get metadata about uploaded media without generating a download url. this is useful for checking file size, type, and hash without downloading the file. use get media if you need the actual download url.
Document Search Update
Triggers when a Google Doc matching a user-defined search query is newly created or updated since the last poll. This trigger uses timestamp filtering to efficiently monitor documents.
Get message templates
Get all message templates for the whatsapp business account. templates are required for sending messages outside the 24-hour window and for marketing/utility messages.
Document Structure Changed
Triggers when a Google Doc's structure changes (headers/footers added/removed, tables/images count changes). This trigger monitors a specific document for structural changes like: - Headers added or removed - Footers added or removed - Tables added or removed - Images (inline objects) added or removed - Positioned objects added or removed - Footnotes added or removed
Get phone number
Get details of a specific phone number associated with a whatsapp business account.
Document Updated
Triggers when an existing Google Doc is updated or modified. This trigger monitors Google Docs and fires when documents are updated.
Get phone numbers
Get all phone numbers associated with a whatsapp business account (waba).
Connect any two apps with Notis in the middle.
Google Docs and Whatsapp, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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