# Send sales forecast charts and answer Q&A on WhatsApp: n8n workflow

> Started by an incoming WhatsApp message, and works across Google Sheets, WhatsApp and n8n data table.

Source: https://millionrounds.com/workflow/send-sales-forecast-charts-and-answer-q-and-a-on-whatsapp (Millionrounds; every figure on the page links to its filing or article)

[Automation library](https://millionrounds.com/workflows) · [CRM](https://millionrounds.com/workflows?category=CRM#library)

# 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.

Large Calls a model: OpenAI Retrieval

[Download free](https://millionrounds.com/login?next=%2Fapp%2Fworkflow%2Fsend-sales-forecast-charts-and-answer-q-and-a-on-whatsapp)

**23 steps** Large: read it before trusting it with anything live

**1** Branch: places the flow splits

**0** Loops or waits

**3** Services it connects to

## The flow

Starts it 2 Model 6 Logic 9 Service 6

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

- 1 **Monthly Schedule** Schedule trigger *Starts it*
- 2 **Structured Output Parser** Output Parser Structured *Model*
- 3 **OpenAI Chat Model1** Lm Chat Open Ai *Model*
- 4 **OpenAI Chat Model2** Lm Chat Open Ai *Model*
- 5 **WhatsApp Trigger** Whats App trigger *Starts it*
- 6 **Simple Memory** Memory Buffer Window *Model*
- 7 **Workflow Configuration** Set *Logic*
- 8 **Analyst AI Agent** Agent *Model*
- 9 **Q&A AI Agent** Agent *Model*
- 10 **Filter Text Messages** If *Logic*
- 11 **Get Sales Data** Google Sheets *Service*
- 12 **Format AI Output** Set *Logic*
- 13 **Q&A Message** Whats App *Service*
- 14 **Normalize Whatsapp Input** Set *Logic*
- 15 **Data Cleaning** Code *Logic*
- 16 **Combine Data for Chart** Merge *Logic*
- 17 **Get Latest Forecast** Data Table *Service*
- 18 **Forecast Engine** Code *Logic*
- 19 **Prepare Chart Config** Code *Logic*
- 20 **Parsing Input** Code *Logic*
- 21 **QuickChart** Http Request *Service*
- 22 **Upsert Latest Forecast** Data Table *Service*
- 23 **Send WhatsApp Report** Whats App *Service*

## 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.

## Run it in n8n

- **Create your n8n account** Free to start. n8n is where the workflow runs. [Create an n8n account ↗](https://millionrounds.com/n8n)
- **Download the workflow** Free with a Millionrounds account. [Download free](https://millionrounds.com/login?next=%2Fapp%2Fworkflow%2Fsend-sales-forecast-charts-and-answer-q-and-a-on-whatsapp)
- **Paste it into n8n** Open a new workflow in n8n and paste. Then connect your own accounts.

Stored with the author's traces removed: canvas notes, instance identifiers, saved credential names and any live document they had left behind.

## Connects to

Each opens the other workflows that use it.

[Google Sheets](https://millionrounds.com/workflows?service=Google+Sheets#library)[WhatsApp](https://millionrounds.com/workflows?service=WhatsApp#library)[n8n data table](https://millionrounds.com/workflows?service=n8n+data+table#library)

## Workflows like it

Also crm, with the same services where possible, closest in size first.

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- [**n8n cheatsheet for data pipeline with Gemini and OpenAI** 24 steps · calls a model · Gmail, Google Sheets](https://millionrounds.com/workflow/n8n-cheatsheet-for-data-pipeline-with-gemini-and-openai)
- [**Email follow up system with OpenAI and Gmail** 25 steps · calls a model · Gmail, Google Sheets](https://millionrounds.com/workflow/email-follow-up-system-with-openai-and-gmail)