How The Automation Works

How The Automation Works

A Seamless End-to-End Customer Communication System

The Technical Framework

  1. Initial Contact: When a customer submits a Google Form, the workflow triggers automatically
  2. Instant Notification: Customer receives an approved WhatsApp template message with their appointment details
  3. Message Capture: Any reply from the customer is captured via the WhatsApp Trigger and stored in Google Sheets
  4. Response Management: Staff reviews incoming messages and prepares replies in batch by updating the spreadsheet
  5. Automated Delivery: The workflow checks for new replies marked 'Ready' and delivers them to customers via WhatsApp

This system creates a closed-loop communication channel that centralizes all customer interactions while minimizing manual intervention.