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

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

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.

What This Automation Does
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.

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.

Prerequisites

  • 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

Services Used

OpenAIWhatsApp BusinessGoogle SheetsWhats App Trigger

Services with alternatives — you can swap them in the next step.