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

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Created by: Lee Lin || l2l

Lee Lin

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Last update 2 days ago

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How It Works

Top Branch Workflow

1. The Data Scientist:

  • Ingest: Pulls historical sales data from Google Sheets.
  • Math Engine: Runs 7 statistical algorithms (e.g., Seasonal Naive, Linear Trend, Regression). It backtests them against your history and scientifically selects the winner with the lowest error rate.

2. The Data Analyst:

  • Interpret: The AI Agent takes the mathematical output and translates it into business insights, assigning confidence scores based on error margins.
  • Report: Generates a visual trend chart (PNG) and sends a complete briefing to your phone.

Bottom Branch Workflow

3. The Consultant: AI Agent 2 handles the follow-up questions. It pulls the latest analysis context and checks historical rate data to give an informed answer.

  • Recall: When you ask a question via WhatsApp, the bot retrieves the saved forecast state.
  • Answer: It acts as an on-demand analyst, comparing current forecasts against historical actuals to give you instant answers.

Setup Steps

  1. Google Sheet: Prepare columns: Year, Month, Sales. Map the Sheet ID in the "Workflow Configuration" node.
  2. Forecast Engine: No config needed. It automatically detects seasonality vs. linear trends.
  3. Database: Create a table latest_forecast to store the JSON output.
  4. Credentials: Connect Google Sheets, OpenAI, and WhatsApp

Use Cases & Benefits

For Business Owners:
Gain enterprise-grade forecasting on autopilot. Always have a sophisticated financial outlook running in the background 24/7.

For Sales Leaders:
Get immediate visibility into future revenue trends. Bypass the wait for end-of-month manual reports and get a strategic "pulse check" delivered instantly to your phone.

🤖Virtual Data Team: Instantly add the capabilities of a Data Scientist and Data Analyst to your business or division. It works alongside your existing team to handle the heavy lifting, or stands in as your dedicated automated department.

🧠Precision & Trust: Combines the best of both worlds: rigorous, deterministic code for the math (no hallucinations) and advanced AI for the strategic explanation. You get numbers you can trust with context you can use.

⚡Decision-Ready Insights: Stop digging through dashboards. High-level intelligence is pushed directly to you on WhatsApp, allowing you to make faster, data-driven decisions from anywhere.

📬 Want to Customize This?

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