Microsoft Excel 365 and WhatsApp Business Cloud automations

Ready-made scenarios where Microsoft Excel 365 and WhatsApp Business Cloud work for you: pick one — a copy appears in your account and runs on its own.

103 scenarios

WhatsApp Business Cloud messages logged as rows in Microsoft Excel 365
New messages in WhatsApp Business Cloud — Tables in Microsoft Excel 365
New messages in WhatsApp Business Cloud — Spreadsheets in Microsoft Excel 365
New records in microsoftExcel — Sending messages in WhatsApp Business Cloud
New rows in the sheet — a message right away
A morning Instagram summary to WhatsApp Business Cloud
Bulk broadcast to chats from a spreadsheet
An exam-prep question — every day to email, messenger, and SMS
Competitor posts, summarized into your work chat
Low-stock alerts, before it's too late
Website uptime checks with messenger alerts
Employee birthday and anniversary greetings — automatically
Lead response-time monitoring with alerts
A comparative candidate report — from a command in your messenger
A language tutor in your messenger — lessons on your vocabulary
Payment reminders with a link — by email and messenger
A daily investment-portfolio breakdown
A personal assistant in your messenger: schedule, mail, contacts
Which channel brings deals — a per-source breakdown in WhatsApp Business Cloud
Ad overspend — a message the same day
Every lead: reply, CRM and nurture, instantly
Unpaid-invoice control: task and email — on their own
Product review triage — with a task and an alert on negatives
A monthly ad review — with recommendations
A weekly digest of the pages that matter — in your work chat
Whole-portfolio profit — as a summary in WhatsApp Business Cloud
Automatic triage of support emails
Equipment service dates — checked every morning, with alerts
Expense tracking through your messenger
Email attachments — filed into storage and logged
Flight fare tracking — an alert when the price drops
Recognise your bot's users without a signup
Register bot users into a spreadsheet
Ad copy that rewrites itself from its own results — every month
Orders, stock and reviews for your store — on autopilot
New freelance jobs with a ready proposal, sent to WhatsApp Business Cloud
Fresh podcast topic ideas, every day
Compare each proposal against your winners and find the gaps
A personal chat assistant: email, calendar, contacts
Uptime monitoring for sites and services — with an alert in WhatsApp Business Cloud
Payment reminders to messenger and email — with a pay link
An inbox sorted by your own rules
A hotel receptionist in your messenger
A morning portfolio brief — prices, news and sentiment in WhatsApp Business Cloud
Site articles from a topic list — in batches, on autopilot
Reminders for key employee dates
Feedback requests sent the moment a ticket is closed
Book meetings from chat with an invite
Cycle tracking with morning insights — automatically
Bot access for your people only
Application screening with interview-question generator
A daily site summary — by messenger and email
A daily numbers summary — to chat and email
Approve posts in your messenger — publishing to socials automatically
A morning day digest — key mail and meetings in one message
A WhatsApp Business Cloud bot: prices, document answers and meeting booking
Vendor contract renewal reminders — handled for you
Sheet change tracking with approval in your messenger
A trading journal from chat — in a single message
PDF report data from email, straight into a sheet
Messenger support: voice, questions and booking — AI-powered
Company and contact data — on request, in your messenger
Ask your schedule in plain words in chat
A report on your wallet positions — to chat and email, on schedule
Book meetings right in chat — in plain words
A work-chat assistant that remembers your context
What to do in the gap between meetings — a nudge to your chat
Email triage and meeting booking — automated
A morning financial briefing for the boss, straight from your sheets
A мессенджер assistant that answers and books clients
A post to all your groups from one chat message
A client's financial report in chat — by name
One post — to all your communities at once, by messaging a bot
Role-based access to your work bot
Document analysis and recommendations — right in your team chat
Inbox sorted by topic with ready draft replies
A morning news briefing: three headlines to your messenger, the rest to your knowledge base
A daily watch on your competitors
A team of business assistants — in your messenger
From CV to interview invitation, automatically
Sales forecast charts in a messenger, with Q&A
Morning business KPI digest with AI insights
Income and expense tracking from your chat
A personal assistant in your messenger — with memory, voice and actions
Product matching through a short quiz in your messenger
A personal assistant in WhatsApp Business Cloud: calendar, email, contacts
Knowledge-base support auto-replies with escalation
AI support in your messenger, built on your own materials
Receipts from photo into a table — automatically
Take orders, payments and deliveries — all in your messenger
Bulk-launch ads from a folder of creatives
Order medicines from a prescription photo in messenger, with stock checks
Recipes in your chat: list, search and add in plain words
Post-op patient check-ins, with warning signs escalated to the doctor
Every sale — logged, a ping to you and a thank-you to the buyer
Messenger support: answers from your knowledge base, calls a human in time
Client onboarding from documents — the record fills itself in
A personal AI assistant in WhatsApp Business Cloud: email, calendar, notes
Appointment booking in chat — without a receptionist
An AI assistant over your CRM in any messenger