Free WhatsApp workflow template
Call log shortcut: every step, in order, before you switch it on
A button that turns "I will write it up later" into thirty seconds. The form writes the note onto the conversation and moves the card for you.
- 1 step
- When: Shortcut in the inbox
Shortcut: log a call
Every step in the order it runs. This one sends the contact nothing; it only records what happened.
When: Shortcut in the inbox
Shortcut: Log a call
- 1
Add a private note
Call logged. Talked about: $var.topic Next: $var.next Where they are: $var.stage
What it does
A button that turns "I will write it up later" into thirty seconds. The form writes the note onto the conversation and moves the card for you.
How to use it in ActivityTracker
- 1Open Workflows and choose Start with a template.
- 2Pick the one called "Shortcut: log a call". 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
Hand each new conversation to the next advisor in turn - whoever has gone longest without one. Also when somebody writes again after 8 quiet hours.
1 stepShare incoming conversations by who is least busy rather than by turn, so nobody ends up with a queue while somebody else has none.
1 stepInside working hours a conversation goes to the team in turn. Outside them it is held with a message that says when somebody will answer.
3 steps
Questions
Switch it on with your own words in it.
Book a walkthrough to see the workflows run in the app.