Automate Your Weekly Status Sync
Every Friday at 5pm, Notis checks your WhatsApp messages for client updates and refreshes your project statuses in Airtable—no more manual end-of-week catch-up.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Update record
Modifies specified fields of an existing record in an airtable base and table; the base, table, and record must exist.
Why this helps
Friday afternoon, you try to update project statuses in Airtable, but you can't remember where each client left things. You re-read WhatsApp threads, piece together the status, and the updates take two hours. By Monday, everything has changed.
- Consistent updates: statuses are always current (updated every Friday)
- Less manual work: Notis extracts status from WhatsApp, you approve in Airtable
- Better planning: start each week with accurate project status
- Less time in CRM: 15 minutes automated instead of 2 hours manual
Setup
Build it in a few focused steps.
- 1Connect WhatsApp and Airtable to Notis.
- 2Create an Airtable table with columns for client name, project, current status, and last update.
- 3Tell Notis: 'Every Friday at 5pm, review the WhatsApp messages I received since last Friday, extract the project statuses, and update my Airtable projects table with the latest status for each client.'
- 4Specify how Notis should identify project status (keywords like 'completed', 'on-track', 'delayed').
- 5Test by running manually first to see the results.
Questions about this workflow
What if a client hasn't sent a status update this week?
Notis keeps the previous status and marks it as 'no update received'. You can see at a glance which clients went silent.
Can I customize the time this runs?
Yes. Morning, afternoon, end-of-week—you pick. Tell Notis your preferred time.
How does Notis know which messages are status updates?
Look for keywords you specify (e.g., 'complete', 'delayed', 'on track'). You can refine this as it learns your patterns.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Whatsapp to Airtable. A trigger fires from one place; an action lands in another.
Whatsapp triggers
Airtable actions
Message Status Updated
Triggers when a WhatsApp message status changes. IMPORTANT LIMITATION: WhatsApp Cloud API does not provide a native polling endpoint for message status. Status updates are ONLY delivered via webhooks in real-time. This trigger cannot directly poll the WhatsApp API for status updates. This trigger will return empty results as WhatsApp does not support this operation. To track message status updates, you must: 1. Set up a webhook endpoint to receive status notifications from WhatsApp 2. Store the webhook data in your own database 3. Use a different mechanism to query your stored webhook data For more information, see: - https://developers.facebook.com/docs/whatsapp/cloud-api/webhooks
Create base
Creates a new airtable base with specified tables and fields within a workspace; ensure field options are valid for their type.
New Message Received
Triggered in real time when your WhatsApp Business number receives an inbound message from a customer (text, media, location, or contact). Delivered via the Cloud API webhook.
Create Comment
Creates a new comment on a specific record within an airtable base and table.
Interactive Reply Received
Triggered when a customer taps a quick-reply button or selects an option from an interactive list message you sent.
Create Field
Creates a new field within a specified table in an airtable base.
Message Template Status Update
Triggered when the review status of a WhatsApp message template changes — for example approved, rejected, or flagged — on your WhatsApp Business Account.
Create multiple records
Creates multiple new records in a specified airtable table.
Create a record
Creates a new record in a specified airtable table; field values must conform to the table's column types.
Create table
Creates a new table within a specified existing airtable base, allowing definition of its name, description, and field structure.
Delete Comment
Deletes an existing comment from a specified record in an airtable table.
Delete multiple records
Deletes up to 10 specified records from a table within an airtable base.
Connect any two apps with Notis in the middle.
Not just Whatsapp and Airtable. Any combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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