Free WhatsApp workflow template
Document chaser: every step, in order, before you switch it on
Tag somebody waiting-docs and this asks for the paperwork, reminds them two days later, and tells you when it has still not arrived.
- 8 steps
- 4 messages
- When: Tag added or removed
Chase the documents
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: waiting-docs
- 1
Ask a question
Hi {{Name}}, [Your name] here. To get this moving I need a photo of your NRIC and your latest payslip. You can send them straight to this chat.
If No reply
- 4
Ask a question
Just a nudge on those two documents - the moment they land I can get this submitted for you.
If No reply
- 7
Add a private note
Asked twice for documents, five days, nothing. Needs a call.
- 8
Hand to a person
Hands the chat to you
- 5
Send a message
Got them, thank you. I will come back to you once it is submitted.
- 6
Add or remove tags
Remove: waiting-docs
- 2
Send a message
Got them, thank you. I will come back to you once it is submitted.
- 3
Add or remove tags
Remove: waiting-docs
What it does
Tag somebody waiting-docs and this asks for the paperwork, reminds them two days later, and tells you when it has still not arrived.
How to use it in ActivityTracker
- 1Open Workflows and choose Start with a template.
- 2Pick the one called "Chase the documents". 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
For the pile in your pipeline that stalled months ago. Tag one revive and it gets one honest message and a straight question, then sorts itself into your list or out of it.
10 stepsWhen a chat is closed - by your AI agent after a hand-over, or by you - wait a day and ask one question, so a finished thread is not a lost lead.
7 stepsTwo days after a broadcast reaches somebody, one short nudge asks whether it is worth a chat. It stops the moment they reply to the broadcast itself, so nobody who already answered is chased, and whoever says yes is handed to you.
10 steps
Questions
Switch it on with your own words in it.
Book a walkthrough to see the workflows run in the app.