Free WhatsApp workflow template
After-meeting follow-up: every step, in order, before you switch it on
Tag somebody met and this thanks them an hour later, says what happens next, and asks the question that gets a decision moving.
- 5 steps
- 2 messages
- When: Tag added or removed
After the meeting
Every message as it is sent. The app puts your own name and business where it says [Your name] and [Your business], {{Name}} is the contact's first name, and a word that starts with $ is filled in from the chat.
When: Tag added or removed
Tag put on: met
- 1
Wait
Wait 1 hour
- 2
Send a message
Thanks for your time today, {{Name}}. I will put the numbers together and send them across by tomorrow.
- 3
Wait
Wait 1 day
- 4
Ask a question
Anything that came up after we spoke that you want me to cover in what I send?
- 5
Hand to a person
Hands the chat to you
What it does
Tag somebody met and this thanks them an hour later, says what happens next, and asks the question that gets a decision moving.
How to use it in ActivityTracker
- 1Open Workflows and choose Start with a template.
- 2Pick the one called "After the meeting". It opens as a draft with every step drawn and your name and business filled in.
- 3Change any words you like, then press Test to try it in a test chat.
- 4Publish it when it reads right. Nothing is sent before that, and you can stop it any time.
It sends from the WhatsApp you already use, linked as a device the way WhatsApp Web is. WhatsApp's help centre warns that linking through unofficial apps "may put your account at risk", so workflow messages wait their turn at your number's pace.
Already use ActivityTracker? Open the workflow templates in the app
Workflows like this one
When a lead reaches Booked - by your AI agent, a workflow or your own hand - confirm it, tell them what to bring, and put it in front of you.
4 stepsTag somebody no-show and this gives them a graceful way back in within the hour, before it turns into an awkward thing neither of you mentions again.
9 stepsThe moment somebody reaches Booked, this waits and reminds them, and asks whether the time still works so a change comes to you rather than to nobody.
8 steps
Questions
Switch it on with your own words in it.
Book a walkthrough to see the workflows run in the app.