G
GTM Vault
Browse
  • Dashboard
    • Automations
    • Skills
    • Prompts
    • Makers
  • Sign in
All Automations

Send sales forecast charts and answer Q&A on WhatsApp with OpenAI

Automatically generates sales forecasts from Google Sheets data, creates visual charts, and provides AI-powered Q&A via WhatsApp.

workflowcrm
Lee Linby Lee Linon n8n
Nodes

31

Triggers

2

Platform

n8n

Tech Stack
AI Agent
OpenAI
OpenAI
WhatsApp
WhatsApp
Google Sheets
Google Sheets
How It Works

This workflow pulls historical sales data from Google Sheets, runs 7 statistical algorithms to select the most accurate forecasting model, and generates business insights with visual charts. An AI agent sends forecast reports to WhatsApp and answers follow-up questions on demand.

1

Pull historical sales data from Google Sheets

Retrieves sales history data including year, month, and sales figures from your connected Google Sheets document.

2

Run statistical forecasting algorithms

Executes 7 different forecasting models and backtests them against historical data to select the most accurate algorithm.

3

Generate AI-powered business insights

AI agent analyzes the mathematical output and translates it into actionable business insights with confidence scores.

4

Create visual trend chart

Generates a PNG chart showing sales forecasts and trends for easy visualization of future performance.

Attached Files
workflow.json
5

Send forecast report via WhatsApp

Delivers complete forecast briefing with charts directly to your phone through WhatsApp messaging.

6

Handle follow-up Q&A via AI agent

Second AI agent responds to WhatsApp questions by retrieving saved forecast data and providing informed analytical answers.

What You'll Need

OpenAIWhatsApp BusinessGoogle SheetsWhats App Trigger
  • Google Sheets with historical sales data (Year, Month, Sales columns)
  • OpenAI API key for AI analysis
  • WhatsApp Business account for messaging
  • Database table to store forecast results
  • Google Sheets API access

This automation has 7 configurable settings you'll customize during setup.