Send automatic WhatsApp welcome messages to new leads

Checks your lead spreadsheet every few minutes and sends each new lead a personalized WhatsApp welcome message.

How the work actually flows

A straight line. Runs once per each new lead.

Pattern: Sequence (1) ยท Multiple Instances with a priori Run-Time Knowledge (14)

flowchart TD trig(["checks spreadsheet every few minutes"]):::trigtime s0["Validate lead phone number"]:::task s1[["Send WhatsApp welcome message"]]:::mi s2[("Update spreadsheet status")]:::store trig --> s0 s0 -->|"one per each new lead"| s1 s1 --> s2 out[/"Every new lead gets welcomed instantly"/]:::out pay{{"No cold leads no manual work"}}:::pay s2 --> out out --> pay s1 -. "failures recorded, run continues" .-> out 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 stepRuns once per itemA record or sheetResultPayoff
Build size
Advanced

A larger build with multiple systems, AI reasoning, and custom rules.

Business functions
Messaging & NotificationsSpreadsheet & Database Ops
Connects
Google SheetsWhatsApp

The problem it solves

New leads land in your spreadsheet but nobody reaches out until someone remembers to. That delay means leads go cold before you've said a single word to them.

Who it fits

A sales team or small business that collects leads in a spreadsheet and wants an instant first touchpoint.

How it works

  1. The system checks your lead spreadsheet on a regular schedule
  2. It validates that each new lead's WhatsApp number is real
  3. A personalized welcome message is sent to each valid lead
  4. The spreadsheet is updated to show who was messaged and whether it worked
What you get

Leads who hear from you first

You get an instant, personalized WhatsApp welcome sent to every new lead the moment they land in your spreadsheet.

What you get

An instant, personalized WhatsApp welcome for every new lead, with your spreadsheet kept up to date.

What you need

A Google Sheets account and a WhatsApp messaging API subscription.

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

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