Automate Monthly Reports to Stakeholders
Monthly reports take time to compile. Notis automatically gathers key Notion data and sends it as media to Whatsapp so stakeholders stay informed without manual work.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Send media
Send a media message to a whatsapp number. note: the media will be delivered to the recipient only if they have texted first.
Why this helps
Monthly reporting is tedious and often skipped. Stakeholders miss trends because reports are created sporadically and take too long to prepare.
- Eliminate manual monthly report creation and compilation
- Ensure stakeholders get timely reports automatically
- Track trends over months without manual data gathering
- Free up time for higher-value work instead of report writing
Setup
Build it in a few focused steps.
- 1Connect Notion and Whatsapp to Notis.
- 2Create an automation with the trigger: Notis runs on a recurring schedule (pick monthly, e.g., first day of the month).
- 3Describe in plain language: 'On the first of every month, fetch key metrics from [specific database or view] in Notion, compile them into a report, and send as a media file to Whatsapp.'
- 4Specify which data to include — for example, task completion rates, new projects, team metrics, or revenue numbers.
- 5Test by triggering a manual run and adjusting the report format based on what Notis generates.
Questions about this workflow
What metrics can be included in the report?
Any data in Notion — task counts, completion rates, project statuses, team metrics, or custom properties you track.
What format is the media report?
Notis compiles the report into a PDF or image optimized for Whatsapp sharing and stakeholder review.
Can I customize which data appears in monthly reports?
Yes. Describe the specific metrics and format you want in your automation prompt.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Notion to Whatsapp. A trigger fires from one place; an action lands in another.
Notion triggers
Whatsapp actions
All Page Events
Triggers when any Notion page is created or updated across the workspace.
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.
Comment Created
Triggers when a new comment is created in Notion. Optional `page_id` filter scopes to comments on a specific page. When omitted, fires for any new comment in the workspace the integration has access to. Requires the 'Read comments' capability on the Notion integration. If a connection was authorized before that capability was enabled, the user must re-authorize the connection for comment events to flow.
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 Comment
Triggers when a new comment is added to a specified Notion block or page.
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.
Database Created
Triggers when a new Notion database (the container) is created. A database is the post-2025-09-03 container that holds one or more data sources. This trigger fires for the container's creation event (`database.created`), distinct from `NOTION_DATASOURCE_CREATED` which fires when a new data source is added to an existing database. Most customers calling Notion's `POST /v1/databases` (the legacy API) or creating a database via the Notion UI will see this event. Adding a new data source to an existing database fires `data_source.created` instead — use `NOTION_DATASOURCE_CREATED` for that. Notion's payload puts `entity.type: "block"` (the container is a `child_database` block in the content tree) and `entity.id` is the database id.
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.
Data Source Created
Triggers when a new Notion data source is created. Fires workspace-wide. The payload's `data.parent` carries the data source's tree parent (typically the teamspace) for downstream filtering. A single template-based database creation can fire multiple `data_source.created` events at once — one per data source the template instantiates.
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.
Data Source Schema Updated
Triggers when a Notion data source's schema is updated. Fires on column add / remove / rename. Payload includes `data.updated_properties: [{id, name, action}]` so consumers can discriminate the kind of change downstream. Optional `data_source_id` filter scopes to schema changes on a single data source. When omitted, fires for any schema change in the workspace the integration has access to. Note: adding a column also fires `page.properties_updated` once per existing row in the data source. Customers wanting a single structural-change signal should use this trigger.
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 Page
Triggers when a new page is added to a Notion database.
Get phone number
Get details of a specific phone number associated with a whatsapp business account.
Page Added to Page
Fires when a new subpage (a `child_page` type block) is added under a specified parent Notion page.
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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