Sales forecast charts in a messenger, with Q&A

The scenario forecasts from your sales history, sends a chart to your messenger and answers questions about it in words.

  • The forecast is computed from your sales on its own
  • The chart arrives right in your messenger
  • A question about the numbers — an answer in words
  • No need to open spreadsheets
WhatsApp Business Cloud
Set it upScriptera

How it works

To connect Google Sheets and WhatsApp Business Cloud, you don't need a developer: a ready-made scenario links them in minutes.

  1. Starts when: Monthly Schedule
  2. Then: Workflow Configuration
  3. Then: Get Sales Data
  4. Then: Data Cleaning
  5. Check: Combine Data for Chart
  6. Then: Prepare Chart Config
  7. Then: QuickChart
  8. Then: Upsert Latest Forecast
  9. Then: Send WhatsApp Report
  10. Then: Forecast Engine
  11. Then: Analyst AI Agent
  12. Then: Format AI Output
  13. Then: Structured Output Parser
  14. Then: OpenAI Chat Model1
  15. Then: OpenAI Chat Model2
  16. Then: Q&A AI Agent
  17. Then: Q&A Message
  18. Then: Normalize Whatsapp Input
  19. Then: Get Latest Forecast
  20. Then: Parsing Input
  21. Starts when: WhatsApp Trigger
  22. Check: Filter Text Messages
  23. Then: Simple Memory

You can launch this Google Sheets + WhatsApp Business Cloud integration in Scriptera: describe the task in plain words — the scenario is built, launched and monitored for you.

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