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WhatsApp Reminder Automation for CODECIC

The Challenge

CODECIC, a dental cooperative with over 20 years of history, manages communication with a large base of members, including periodic reminders for their biannual check-ups.

Every month, the administrative team sent these reminders manually over WhatsApp — one by one, from a phone, copying each number and typing each message. Given the number of members, the task stretched across several days each month and consumed hours that could go elsewhere.

The manual method had other problems too: no record of who had been notified, easy to duplicate or skip a patient, and everything depended on one specific person being available to do it.

What We Built

A custom web application that automates the entire process. The team exports the monthly patient list to an Excel file, uploads it to the app, and — after reviewing a preview that automatically flags possible duplicates — triggers the send with a single click.

Key capabilities:

  • Excel upload with automatic duplicate detection in a preview step
  • One-click bulk sending via the official WhatsApp Business API
  • Verified sender identity for reliable, traceable delivery
  • Full send log with per-message results, available for audit anytime
  • Runs fully independently from CODECIC's existing management software — no integration required

Technology

WhatsApp Business APIExcel ProcessingCustom Web AppAutomated Workflow

Result

What used to take several days of manual work now takes minutes. Sending roughly 300 messages completes in under 5 minutes, and the full process — including uploading and reviewing the list — takes around 10 minutes.

  • Eliminated the repetitive task of writing messages one by one
  • Full record and traceability of every reminder sent
  • Removed the risk of duplicate or skipped patients
  • Process no longer depends on a single person or a specific date, gaining predictability

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