Weekly Client Check-In Messages
Every Monday morning, your key clients get a warm check-in asking if they need anything—no manual effort required.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Send template message
Send a template message to a whatsapp number.
Why this helps
You want to maintain client relationships but can't remember to check in regularly, so relationships drift.
- Stay top-of-mind with clients without thinking about it
- Catch issues early because you're asking regularly
- Consistent cadence builds trust and relationships
Setup
Build it in a few focused steps.
- 1Connect Google Sheets and WhatsApp to Notis.
- 2Create a WhatsApp template message (e.g., 'Hi [name], checking in! Anything I can help with this week?').
- 3Create an automation: 'Every Monday at 9 AM, send a check-in template message to each client in my client list.'
- 4Select 'Cron (Recurring Schedule)' as your trigger type and specify Monday morning.
- 5Set WhatsApp as your channel and test with one client first.
Questions about this workflow
Can I schedule for different times based on time zones?
Yes. Specify your preferred time in the automation prompt and Notis can adjust for different client zones.
What if I only want to check in with certain clients?
Use a filtered list in your sheet (e.g., only 'active' clients) or mention in your prompt which clients to exclude.
How often can I change the message template?
Anytime. Just update the template in WhatsApp Business Manager or ask Notis to vary the wording.
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).
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When this happens · Trigger
Do this · Action
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