Manage tasks and deadlines through WhatsApp with an AI assistant

Message an AI assistant on WhatsApp to check, update, or get reminders about your tasks in Google Sheets.

How the work actually flows

It branches. Exactly one path is taken.

Pattern: Exclusive Choice (4) · Simple Merge (5)

flowchart TD trig>"message sent on whatsapp"]:::trig s0["AI reads the request"]:::svc s1[("Access task in spreadsheet")]:::store s2["Highlight overdue and upcoming tasks"]:::task s3["Send reply on WhatsApp"]:::task trig --> s0 s1 --> s2 s2 --> s3 gx{"× check status or update task"}:::gate s0 --> gx p00["Look up task in sheet"]:::task gx -->|"Check status"| p00 p10["Update task in sheet"]:::task gx -->|"Update task"| p10 jn{"○ back to task lookup"}:::gate p00 --> jn p10 --> jn jn --> s1 out[/"Task update or status via WhatsApp"/]:::out pay{{"Manage tasks without opening spreadsheet"}}:::pay s3 --> out out --> pay classDef task fill:#e7f6fe,stroke:#34b8f0,color:#2c2a29 classDef svc fill:#f6f8fa,stroke:#7c8795,color:#2c2a29 classDef mi fill:#e7f6fe,stroke:#0079a8,color:#2c2a29,stroke-width:2px classDef human fill:#fff,stroke:#0079a8,color:#0079a8 classDef store fill:#f6f8fa,stroke:#0079a8,color:#2c2a29 classDef trig fill:#00a4eb,stroke:#0079a8,color:#fff,font-weight:bold classDef trigtime fill:#00a4eb,stroke:#0079a8,color:#fff,font-weight:bold classDef trigdata fill:#8ad4f5,stroke:#0079a8,color:#06314c,font-weight:bold classDef gate fill:#fff,stroke:#e8a23d,color:#6b4708,font-weight:bold classDef out fill:#1f9d6b,stroke:#167a53,color:#fff,font-weight:bold classDef pay fill:#06314c,stroke:#021f33,color:#fff
Starts itA stepAn outside serviceA record or sheetOne path onlyPaths rejoinResultPayoff
Build size
Standard

A mid-size build with several tools working together.

Business functions
AI Agents & Autonomous SystemsMessaging & NotificationsImage & Media ProcessingSpreadsheet & Database Ops
Connects
WhatsAppOpenAIGoogle Sheets

The problem it solves

Your team tracks tasks in a spreadsheet, but nobody wants to open it just to check what's overdue or add an update while they're out and about. Deadlines get missed because checking the sheet isn't part of anyone's daily habit.

Who it fits

Small teams and freelancers who track tasks in Google Sheets and want quick updates on the go.

How it works

  1. A message sent to your WhatsApp number starts the process
  2. An AI assistant reads the request and looks up or updates the matching task in Google Sheets
  3. Overdue tasks and upcoming deadlines are highlighted
  4. A clear, short reply is sent back on WhatsApp
What you get

Task updates without opening the spreadsheet

Message your task list on WhatsApp and get instant answers on what's overdue or coming up, with updates handled for you.

What you get

A quick WhatsApp reply with task status, updates, or deadline reminders pulled from your spreadsheet.

What you need

A WhatsApp Business API account, an OpenAI API key, and a Google Sheets account.

We can build this. But should you?

The hard question is not how to build it. It is whether this is the right thing to build first.

That is what a Fractional Chief AI Officer figures out with you, before anyone writes a line of code.

Let's Talk Strategy

Related automations

Back to the AI Playbook