Automation library · CRM

Send sales forecast charts and answer Q&A on WhatsApp

Started by an incoming WhatsApp message, and works across Google Sheets, WhatsApp and n8n data table. It puts OpenAI behind a retrieval step, so answers are drawn from documents you supply rather than from the model alone. 23 steps, 1 branch: large, and worth reading before you trust it with anything live.

LargeCalls a model: OpenAIRetrieval

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23 stepsLarge: read it before trusting it with anything live
1Branch: places the flow splits
0Loops or waits
3Services it connects to

The flow

Starts it 2Model 6Logic 9Service 6

The steps in the order they run, from what starts it.

  1. 1Monthly ScheduleSchedule triggerStarts it
  2. 2Structured Output ParserOutput Parser StructuredModel
  3. 3OpenAI Chat Model1Lm Chat Open AiModel
  4. 4OpenAI Chat Model2Lm Chat Open AiModel
  5. 5WhatsApp TriggerWhats App triggerStarts it
  6. 6Simple MemoryMemory Buffer WindowModel
  7. 7Workflow ConfigurationSetLogic
  8. 8Analyst AI AgentAgentModel
  9. 9Q&A AI AgentAgentModel
  10. 10Filter Text MessagesIfLogic
  11. 11Get Sales DataGoogle SheetsService
  12. 12Format AI OutputSetLogic
  13. 13Q&A MessageWhats AppService
  14. 14Normalize Whatsapp InputSetLogic
  15. 15Data CleaningCodeLogic
  16. 16Combine Data for ChartMergeLogic
  17. 17Get Latest ForecastData TableService
  18. 18Forecast EngineCodeLogic
  19. 19Prepare Chart ConfigCodeLogic
  20. 20Parsing InputCodeLogic
  21. 21QuickChartHttp RequestService
  22. 22Upsert Latest ForecastData TableService
  23. 23Send WhatsApp ReportWhats AppService

How it's built

Starts on
An incoming WhatsApp message
Steps
23, with 1 branch
Size
Large: read it before trusting it with anything live
Connects to
Google Sheets, WhatsApp, n8n data table
Model
OpenAI
Retrieval
Answers are drawn from documents you supply, not from the model alone

Questions

What does it need to run?

An n8n account, plus your own Google Sheets and WhatsApp accounts, and a key for OpenAI. You connect your own accounts after importing it; none are included.

What starts it?

It starts on an incoming WhatsApp message.

Does it use AI?

Yes. It calls OpenAI. Its answers draw on documents you give it, not on the model alone. Model calls are billed by the provider, not by n8n.

How long does it take to set up?

Take your time. At 23 steps it is large: read it before trusting it with anything live.

How do I import it?

Copy the workflow, open a new workflow in n8n and paste. The steps appear on the canvas, ready for your own accounts.

Before you run it

Nothing here has been tested by us. It is somebody's working automation, read and described from its own steps. Treat the connections it wants as a list of accounts it will touch, and read the 23 steps before you point it at anything that matters.