Automatically Summarize Your Top Contacts Weekly
Every Friday, Notis searches for your most active WhatsApp contacts and creates a summary page so you know who needs follow-up.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Fetch Notion Data
Fetches notion items (pages and/or databases) from the notion workspace, use this to get minimal data about the items in the workspace with a query or list all items in the workspace with minimal data
Why this helps
You have regular contacts in WhatsApp, but you don't systematically review who you should follow up with or who's been quiet.
- Identify which contacts need follow-up without manual review
- Spot inactive contacts you should reconnect with
- Maintain relationship awareness across your network
- Proactively nurture important relationships
Setup
Build it in a few focused steps.
- 1Connect WhatsApp and Notion integrations.
- 2Create an automation: 'Every Friday at 5 PM, fetch my Notion contacts database and identify the most active WhatsApp conversations.'
- 3Notis will query your contact records and identify key relationships based on your criteria.
- 4Choose what to track (message frequency, recency, importance) and where summaries appear.
- 5Review the first summary and refine the criteria if needed.
Questions about this workflow
How does Notis define 'top contacts'?
By default, it prioritizes by message frequency or recency. Tell Notis your preference in your automation prompt (e.g., 'top 10 most active', 'no contact in 2 weeks', 'flagged important').
Can the summary include next steps or notes?
Yes. Add fields to the summary like 'follow-up action', 'next meeting date', or 'relationship status' to make it actionable.
Can I use this to track client relationships over time?
Absolutely. Track historical summaries to see relationship patterns and identify declining or growing connections.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Whatsapp to Notion. A trigger fires from one place; an action lands in another.
Whatsapp triggers
Notion 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
Add multiple content blocks (bulk, user-friendly)
Efficiently adds multiple standard content blocks to a notion page in a single api call with automatic markdown parsing. the 'content' field in notionrichtext blocks now automatically detects and parses markdown formatting including headers (# ## ###), bold (**text**), italic (*text*), strikethrough (~~text~~), inline code (`code`), links ([text](url)), and more. ideal for bulk content creation, ai agents, and replacing multiple individual add page content calls. supports automatic text formatting, content splitting, and up to 100 blocks per request.
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.
Add content to Notion page
Deprecated: appends a single content block to a notion page or a parent block (must be page, toggle, to-do, bulleted/numbered list, callout, or quote); invoke repeatedly to add multiple blocks.
Interactive Reply Received
Triggered when a customer taps a quick-reply button or selects an option from an interactive list message you sent.
Append complex blocks (advanced, full control)
Appends complex blocks with full notion block structure to a parent block or page. use for advanced scenarios requiring precise control: code blocks, tables, embeds, nested children within blocks, or when working with pre-built notion block objects. requires full notion api block schema - use add multiple page content for simpler content creation.
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.
Archive Notion Page
Archives (moves to trash) or unarchives (restores from trash) a specified notion page.
Create comment
Adds a comment to a notion page (via `parent page id`) or to an existing discussion thread (via `discussion id`); cannot create new discussion threads on specific blocks (inline comments).
Create Notion Database
Creates a new notion database as a subpage under a specified parent page with a defined properties schema; use this action exclusively for creating new databases.
Create Notion page
Creates a new empty page in a notion workspace.
Delete a block
Archives a notion block, page, or database using its id, which sets its 'archived' property to true (like moving to "trash" in the ui) and allows it to be restored later.
Connect any two apps with Notis in the middle.
Not just Whatsapp and Notion. Any combination from 985+ integrations.
When this happens · Trigger
Do this · Action
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