Client Onboarding Checklist
New client lands in your sheet, they immediately get a WhatsApp checklist of what they need to do first—they tap to complete items.
Trigger
New Rows in Google Sheet
Simple polling trigger that monitors Google Sheets for new rows. Detects when new rows are added and returns the complete row data. Perfect for triggering any workflow based on new sheet entries.
Action
Send interactive list
Send an interactive list message to a whatsapp number. list messages allow users to select from up to 10 options in a structured format. great for menus, catalogs, or choices. note: the message will be delivered to the recipient only if they have texted first.
Why this helps
New clients wait for an email or call telling them how to get started, creating delays and a poor first impression.
- Clients get started immediately without waiting for your call
- Self-service onboarding frees up your time
- Clients feel empowered and supported from day one
Setup
Build it in a few focused steps.
- 1Connect Google Sheets and WhatsApp.
- 2Create an automation: 'When a new client row is added to my onboarding sheet, send them a WhatsApp list message with 4-5 onboarding steps: Set up account, Verify email, Upload company docs, Attend demo, Assign users.'
- 3Select 'New Rows in Google Sheet' and pick your clients spreadsheet.
- 4Customize the checklist items in your automation prompt.
- 5Set WhatsApp as your channel and test with a test client entry.
Questions about this workflow
Can the client mark items complete from WhatsApp?
Yes. When they tap a checklist item, Notis can log it in your sheet and send you a progress update.
What if clients need different onboarding steps?
Create separate automations for different client types, or include conditional steps in your prompt based on service type.
Can I send onboarding docs as attachments?
Yes. Include file links in your checklist items or have Notis send them as WhatsApp documents.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Google Sheets to Whatsapp. A trigger fires from one place; an action lands in another.
Google Sheets triggers
Whatsapp actions
Aggregate Metric Changed
Triggers when an aggregate metric (SUM/COUNT/AVG/MIN/MAX) changes in a Google Sheets spreadsheet. This trigger monitors an aggregate calculation on a target column (optionally filtered by a search column/value) and fires when the calculated result changes.
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.
Cell Range Values Changed
Triggers when values in a specified A1 range change in Google Sheets. This trigger monitors a specific cell or range of cells and fires when any values change.
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.
Conditional Format Rule Changed
Triggers when conditional formatting rules change in a Google Spreadsheet. Detects when rules are added, updated, or removed. Uses snapshot-based diffing to detect changes between polls.
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.
Data Validation Rule Changed
Triggers when data validation rules change (added/updated/removed) in a Google Spreadsheet. Uses snapshot-based diffing to detect changes between polls.
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.
Developer Metadata Changed
Triggers when developer metadata entries change (new/updated/removed) in a Google Spreadsheet. Uses snapshot-based diffing to detect changes between polls.
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.
Filtered Range Values Changed
Polling trigger that monitors Google Sheets filtered ranges for value changes. Uses snapshot-based diffing to detect when values matching a data filter change. Emits the matched values when changes are detected.
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.
New Rows in Google Sheet
Simple polling trigger that monitors Google Sheets for new rows. Detects when new rows are added and returns the complete row data. Perfect for triggering any workflow based on new sheet entries.
Get phone number
Get details of a specific phone number associated with a whatsapp business account.
New Sheet Added in Google Spreadsheet
Polling trigger that detects when a new sheet is added to a Google Spreadsheet.
Get phone numbers
Get all phone numbers associated with a whatsapp business account (waba).
Connect any two apps with Notis in the middle.
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When this happens · Trigger
Do this · Action
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