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Business automation

AI process automation for business

Meteor connects AI agents to WhatsApp, CRM, ERP, e-commerce, payments and logistics to run complete processes with controls and human escalation.

Evaluate a business process See the integrations

What is AI process automation?

AI process automation combines agents, rules and integrations to run a business task from start to finish: quoting over WhatsApp against live inventory, collecting on overdue invoices or pushing a catalog to a marketplace. It goes beyond answering like a chatbot: it checks systems, runs authorized actions, records the outcome and hands exceptions to a person with the full context. There are 269 automations published in English today, across 244 integrations and 1466 verified steps.

Plenty of them never involve a conversation. A scheduled task reconciles price and stock overnight, a webhook accepts an incoming order in seconds, a record moving to Approved publishes the post. Meteor is business automation with AI, so the work runs whether or not somebody is chatting.

Every one of them can run today: each step fires a tool the product already has connected, not one that is on the roadmap.

Looking for the full process instead of one task? The routines put several automations together: customer service and sales, social media content and ads, with a Met on each step.

Processes

What a company can automate with Meteor

Start with a concrete outcome and keep a person at the points where risk, exceptions or business judgment matter.

Sales

Qualify prospects, quote against live data, follow up and hand the conversation to a person when the negotiation requires it.

See sales automation →

Customer service

Resolve common requests, check orders or schedules and escalate exceptions with the contact’s full context.

See service automation →

Marketing

Turn campaign and conversation signals into measurable content, qualification and follow-up tasks.

See agents by team →

Finance and collections

Check status, remind customers and record outcomes without replacing team approvals or financial rules.

See collections automation →

Logistics

Quote shipments, receive documents, send updates and connect conversations to the systems that govern the operation.

See logistics automation →

Implementation

How to build an AI agent for your company: 8 steps, guided from start to finish

Weeks, not months. We do not hand you a tool and wish you luck: the Meteor team walks you through it until your Mets are up and running.

What it includes, how long it takes and what you approve
01

Discovery

We map your operation, current channels, message volume and commercial goals.

02

Channel setup

We connect WhatsApp, Instagram and wherever else your customers are.

03

Flow design

We build the sales, support and follow-up flows around how your business actually works.

04

AI training

We feed the agents your catalog, your brand voice and your key answers.

05

Integrations

We wire Meteor into your e-commerce, CRM, logistics and internal tools.

06

Testing

We validate every flow against real scenarios before your customers see it.

07

Launch

We go live with the Meteor team monitoring alongside you.

08

Continuous tuning

We measure, adjust and improve on data: 30 days included, then with your plan’s support.

Customer evidence

Real operations behind this solution

First-person customer stories, with the source and the limits of each case kept visible.

Health and beautyPublic authorized video · spoken in Spanish

Sanity: 24/7 AI booking in health

Ana, CEO of Sanity, explains how a Meteor AI agent provides 24/7 service, books assessments and follows up with health and beauty clients.

Ana· CEO of Sanity

Read the customer case
E-commerce and fragrancesFirst-person video · YouTube publication pending

Moon Parfum: AI service and sales

Darwin Hernández of Moon Parfum got about 3,000 messages a month and lost sales by answering late. This is how he structured sales with AI.

Darwin Hernández· Founder of Moon Parfum

Read the customer case
Logistics and transportPublic authorized video · spoken in Spanish

Mega Alfa: WhatsApp logistics with AI

Santiago Pedroza of Mega Alfa Transportes explains how WhatsApp AI agents send expiry alerts, collect documents and centralize operations.

Santiago Pedroza· Logistics coordinator at Mega Alfa Transportes

Read the customer case

Operating catalog

Automations that can run today

Every page documents the trigger, steps, connected tools, requirements and limits. We do not publish an automation if its tools do not exist in Meteor yet.

42

Sales and quoting

Sales and quoting

Update a HubSpot deal from WhatsApp without opening the CRM

How do I update a HubSpot deal from WhatsApp without opening the CRM after every visit?

Sales

Starts:
when someone asks for it
Steps:
5, with 7 real tools
Needs:
HubSpot

Sales and quoting

Build a prospect list on WhatsApp from a PhantomBuster Phantom's results

How do I build a prospect list from WhatsApp with what my LinkedIn Phantom found?

Sales

Starts:
when someone asks for it
Steps:
6, with 8 real tools
Needs:
PhantomBuster

Sales and quoting

Alert shoppers when a sold out product returns with Klaviyo

How do I alert a WhatsApp customer when the size or color they wanted is back in stock?

Social

Starts:
when the customer writes
Steps:
5, with 6 real tools
Needs:
Klaviyo

Sales and quoting

Qualify the B2B prospect who writes on WhatsApp with RocketReach

How do I know who the B2B prospect writing on WhatsApp is, and their title, before handing them to sales?

Sales

Starts:
when the customer writes
Steps:
6, with 6 real tools
Needs:
RocketReach

Sales and quoting

Qualify a new lead and hand it to the right rep

How do I get every new lead to the right rep already qualified?

Sales

Starts:
when the customer writes
Steps:
6, with 14 real tools
Needs:
Meteor CRM

Sales and quoting

Confirm on WhatsApp what was agreed in a sales meeting recorded with tl;dv

How do I confirm on WhatsApp the price and timelines we gave the customer in the meeting?

Sales

Starts:
when the customer writes
Steps:
5, with 5 real tools
Needs:
tl;dv

Sales and quoting

Confirm on WhatsApp what was agreed in a meeting recorded in Avoma and record its outcome

How do I confirm to a customer on WhatsApp what we agreed in the meeting recorded with Avoma?

Sales

Starts:
when the customer writes
Steps:
6, with 6 real tools
Needs:
Avoma

Sales and quoting

Quote over WhatsApp against live Alegra inventory

How do I quote over WhatsApp without having to open Alegra?

Finance and operations

Starts:
when the customer writes
Steps:
5, with 12 real tools
Needs:
Alegra · Meteor CRM

Sales and quoting

Quote over WhatsApp with Odoo

How do I quote over WhatsApp with Odoo without opening the ERP?

Finance and operations

Starts:
when the customer writes
Steps:
6, with 11 real tools
Needs:
Odoo

Sales and quoting

Quote the freight for a made to order import over WhatsApp with Flexport

How do I quote an imported order to a wholesale customer without waiting for someone to look up freight?

Sales

Starts:
when the customer writes
Steps:
5, with 5 real tools
Needs:
Flexport

Sales and quoting

Create or update a Dynamics 365 lead from WhatsApp

How do I create or update a WhatsApp lead in Dynamics 365 without duplicating it?

Sales

Starts:
when the customer writes
Steps:
5, with 5 real tools
Needs:
Meteor CRM · Microsoft Dynamics 365

Sales and quoting

Create a Shopify quote and share its payment link

How do I create a Shopify quote over WhatsApp and share its payment link?

Starts:
when the customer writes
Steps:
5, with 5 real tools
Needs:
Shopify

Sales and quoting

From the question to a signed quote, without leaving WhatsApp

How do I send a customer a formal Siigo quote over WhatsApp without opening the system?

Finance and operations

Starts:
when the customer writes
Steps:
6, with 11 real tools
Needs:
Siigo · Meteor CRM

Sales and quoting

Enrich with Apollo the B2B prospect who writes on WhatsApp and add them to a sequence

How do I complete the details of a company that writes on WhatsApp and put it in my Apollo follow-up sequence?

Sales

Starts:
when the customer writes
Steps:
5, with 7 real tools
Needs:
Apollo.io

Sales and quoting

Send the contract the customer accepted on WhatsApp for signature with Yousign

How do I send a contract for signature with Yousign as soon as the customer accepts on WhatsApp?

Sales

Starts:
when the customer writes
Steps:
6, with 8 real tools
Needs:
Yousign

Sales and quoting

Send a contract for signature with Docusign from WhatsApp

How do I send a contract for signature as soon as the customer says yes on WhatsApp?

Sales

Starts:
when the customer writes
Steps:
5, with 6 real tools
Needs:
Docusign

Sales and quoting

Send a contract for signature with SignNow from WhatsApp

How do I send a SignNow contract for signature as soon as the customer agrees on WhatsApp?

Sales

Starts:
when the customer writes
Steps:
5, with 6 real tools
Needs:
SignNow

Sales and quoting

Send a PandaDoc proposal for signature from WhatsApp

How do I send a PandaDoc proposal for signature as soon as the customer agrees on WhatsApp?

Sales

Starts:
when the customer writes
Steps:
5, with 6 real tools
Needs:
PandaDoc

Sales and quoting

Email the free guide people ask for on WhatsApp with a Kit sequence

How do I email my free guide to people who ask for it on WhatsApp, using Kit?

Social

Starts:
when the customer writes
Steps:
6, with 6 real tools
Needs:
Kit

Sales and quoting

Send a Gamma proposal on WhatsApp built from what the customer asked for

How do I send a customer on WhatsApp a Gamma proposal built from what they asked for?

Sales

Starts:
when the customer writes
Steps:
5, with 6 real tools
Needs:
Gamma

Sales and quoting

Show listings over WhatsApp and leave the viewing booked

How do I handle property enquiries over WhatsApp without a sales agent glued to their phone?

Customer service

Starts:
when the customer writes
Steps:
6, with 19 real tools
Needs:
Wasi · Meteor Scheduling · Meteor CRM

Sales and quoting

Move a quote request from WhatsApp into an Asana project

How do I turn a quote request that arrives on WhatsApp into an Asana task for my sales rep?

Sales

Starts:
when the customer writes
Steps:
6, with 7 real tools
Needs:
Asana

Sales and quoting

Prepare in Holded the quote a customer asks you for on WhatsApp

How do I prepare in Holded the quote a customer asks me for on WhatsApp, without typing it in?

Finance and operations

Starts:
when the customer writes
Steps:
6, with 7 real tools
Needs:
Holded

Sales and quoting

Log in Attio whoever writes on WhatsApp, add them to the pipeline and leave the team a task

How do I make every WhatsApp prospect land in Attio, in my pipeline and with a next step, without copying them by hand?

Sales

Starts:
when the customer writes
Steps:
5, with 7 real tools
Needs:
Attio

Sales and quoting

Register in Clientify the lead who writes on WhatsApp with a note, an owner and a task

How do I make every lead who writes on WhatsApp land in Clientify with an owner and a task?

Sales

Starts:
when the customer writes
Steps:
5, with 8 real tools
Needs:
Clientify

Sales and quoting

Log the WhatsApp lead in Close with its opportunity and its next task

How do I make every prospect who writes on WhatsApp land in Close with an opportunity without the sales rep copying it?

Sales

Starts:
when the customer writes
Steps:
5, with 7 real tools
Needs:
Close

Sales and quoting

Register in folk the customer who writes on WhatsApp and leave a follow up task

How do I make every customer who writes on WhatsApp land in folk with their request and a follow up task?

Sales

Starts:
when the customer writes
Steps:
6, with 6 real tools
Needs:
folk

Sales and quoting

Log the WhatsApp lead in HighLevel and move its opportunity to the right stage

How do I make every person who writes on WhatsApp land in HighLevel and move along the pipeline without copying them by hand?

Sales

Starts:
when the customer writes
Steps:
6, with 7 real tools
Needs:
HighLevel

Sales and quoting

Log the WhatsApp lead in Pipedrive and schedule its follow up

How do I get every person who writes on WhatsApp into Pipedrive without the rep copying them by hand?

Sales

Starts:
when the customer writes
Steps:
6, with 6 real tools
Needs:
Pipedrive

Sales and quoting

Record WhatsApp leads in Google Sheets and leave a traceable follow-up

How do I record WhatsApp leads in Google Sheets while reducing duplicate rows and leave a clear follow-up?

Sales

Starts:
when the customer writes
Steps:
6, with 9 real tools
Needs:
Meteor CRM · Google Workspace

Sales and quoting

Log your WhatsApp leads in Airtable and use it as a CRM

How do I use Airtable as a CRM to save the prospects who write to me on WhatsApp?

Sales

Starts:
when the customer writes
Steps:
5, with 7 real tools
Needs:
Airtable

Sales and quoting

Log a WhatsApp lead in HubSpot with its company and deal

How do I get whoever writes on WhatsApp into HubSpot, with company and deal, without the rep copying them by hand?

Sales

Starts:
when the customer writes
Steps:
6, with 8 real tools
Needs:
HubSpot

Sales and quoting

Record a WhatsApp lead in your apps with Zapier

How do I move the prospects who reach me on WhatsApp into my CRM or spreadsheet without copying them?

Sales

Starts:
when the customer writes
Steps:
5, with 7 real tools
Needs:
Zapier

Sales and quoting

Answer "can I sell this?" with live data from the SIESA ERP

How do I check stock, price and credit limit in the ERP without opening SIESA?

Finance and operations

Starts:
when the customer writes
Steps:
6, with 16 real tools
Needs:
SIESA · Meteor CRM

Sales and quoting

Answer on WhatsApp what was shown in a meeting presentation recorded with Granola

How do I tell a customer which price we showed them in the meeting, if we took it with Granola?

Sales

Starts:
when the customer writes
Steps:
5, with 5 real tools
Needs:
Granola

Sales and quoting

Answer Tiendanube price, stock and shipping over WhatsApp

How do I answer on WhatsApp whether I have a product, what it costs and how it ships, without opening Tiendanube?

Sales

Starts:
when the customer writes
Steps:
5, with 6 real tools
Needs:
Tiendanube

Sales and quoting

Pick up the conversation with a prospect on WhatsApp using their Fathom calls

How do I make my WhatsApp pick up the conversation with a prospect where their last call left off?

Sales

Starts:
when the customer writes
Steps:
5, with 5 real tools
Needs:
Fathom

Sales and quoting

Review the prices your competitors publish on their websites with Tavily

How do I compare my prices with what my competitors publish without checking site by site?

Starts:
when someone asks for it
Steps:
5, with 5 real tools
Needs:
Tavily

Sales and quoting

Know whether the customer opened the Pitch proposal you sent on WhatsApp and how far they got

How do I know whether the customer opened the proposal I sent on WhatsApp and which part they read?

Sales

Starts:
when someone asks for it
Steps:
5, with 6 real tools
Needs:
Pitch

Sales and quoting

Add the B2B prospect who writes on WhatsApp to a Reply.io sequence

How do I move the prospect who writes on WhatsApp into my Reply.io sequence without loading them by hand?

Sales

Starts:
when the customer writes
Steps:
6, with 6 real tools
Needs:
Reply.io

Sales and quoting

Subscribe to your MailerLite list whoever asks on WhatsApp and tell them what they will get

How do I make whoever asks for my offers on WhatsApp end up subscribed to my MailerLite list without adding them by hand?

Social

Starts:
when the customer writes
Steps:
5, with 5 real tools
Needs:
MailerLite

Sales and quoting

Verify and save in Hunter the B2B prospect who writes on WhatsApp, with their company's decision maker

How do I verify the email of a prospect writing on WhatsApp and find who decides at their company?

Sales

Starts:
when the customer writes
Steps:
6, with 6 real tools
Needs:
Hunter.io

17

Collections and receivables

Collections and receivables

Charge inside the conversation with a Mercado Pago link

How do I charge over WhatsApp without sending people to another app or asking for card details?

Sales

Starts:
when the customer writes
Steps:
6, with 11 real tools
Needs:
Mercado Pago · Meteor CRM

Collections and receivables

Collect overdue invoices over WhatsApp without chasing anyone by hand

How do I collect overdue invoices over WhatsApp without reviewing the ledger by hand?

Finance and operations

Starts:
at a set time
Steps:
5, with 8 real tools
Needs:
Alegra · Meteor CRM

Collections and receivables

Collect by PSE and Nequi from WhatsApp with Wompi

How do I collect by PSE or Nequi from WhatsApp with Wompi?

Sales

Starts:
when the customer writes
Steps:
5, with 10 real tools
Needs:
Wompi · Meteor CRM

Collections and receivables

Charge over WhatsApp with a Stripe payment link

How do I charge a customer over WhatsApp with Stripe without opening the Dashboard to create the link?

Sales

Starts:
when the customer writes
Steps:
5, with 5 real tools
Needs:
Stripe

Collections and receivables

Get paid on WhatsApp with a SumUp payment link

How do I charge a customer on WhatsApp with SumUp without opening the dashboard to create the link?

Sales

Starts:
when the customer writes
Steps:
5, with 7 real tools
Needs:
SumUp

Collections and receivables

Charge on WhatsApp with a Tilopay link and confirm the customer paid

How do I send a customer a Tilopay payment link on WhatsApp and know whether they paid?

Sales

Starts:
when the customer writes
Steps:
6, with 6 real tools
Needs:
Tilopay

Collections and receivables

Charge over WhatsApp with a PayPal invoice and its QR code

How do I charge with PayPal a customer who buys over WhatsApp, without building the invoice by hand?

Sales

Starts:
when the customer writes
Steps:
6, with 6 real tools
Needs:
PayPal

Collections and receivables

Confirm on WhatsApp whether a customer's payment came in through Fintoc

How do I confirm to a customer on WhatsApp that their Fintoc payment came in, without opening the dashboard?

Customer service

Starts:
when the customer writes
Steps:
5, with 5 real tools
Needs:
Fintoc

Collections and receivables

Confirm on WhatsApp whether a customer's bank transfer came in, by checking Clay

How do I confirm on WhatsApp that a customer's transfer arrived, if my bank is connected to Clay?

Customer service

Starts:
when the customer writes
Steps:
5, with 6 real tools
Needs:
Clay

Collections and receivables

Create an Alegra sales invoice draft with human approval

How do I create an Alegra sales invoice draft after reviewing it?

Finance and operations

Starts:
when someone asks for it
Steps:
6, with 8 real tools
Needs:
Alegra

Collections and receivables

Create a draft customer invoice in Odoo with approval

How do I create and review a draft invoice in Odoo before posting it?

Finance and operations

Starts:
when someone asks for it
Steps:
7, with 11 real tools
Needs:
Odoo

Collections and receivables

Create a Siigo electronic invoice with approval before sending it to DIAN

How do I create an electronic invoice in Siigo without sending it to DIAN before review?

Finance and operations

Starts:
when someone asks for it
Steps:
6, with 6 real tools
Needs:
Siigo

Collections and receivables

Leave ready the CFDI invoice draft a customer asks for on WhatsApp, with gigstack

How do I get a customer's invoice ready when they ask on WhatsApp, without typing their data into gigstack?

Finance and operations

Starts:
when the customer writes
Steps:
6, with 6 real tools
Needs:
gigstack

Collections and receivables

Issue an electronic invoice, track it at the SRI and record the payment

How do I issue an electronic invoice in Contifico and know the SRI really authorized it?

Finance and operations

Starts:
when someone asks for it
Steps:
7, with 8 real tools
Needs:
Contífico

Collections and receivables

Recover the WooCommerce orders that were left unpaid

How do I recover the orders in my store that were left pending payment?

Sales

Starts:
at a set time
Steps:
6, with 12 real tools
Needs:
WooCommerce · Mercado Pago · Meteor CRM

Collections and receivables

Answer on WhatsApp how much a client owes according to FreshBooks

How do I answer on WhatsApp how much a client owes me without opening FreshBooks every time?

Finance and operations

Starts:
when the customer writes
Steps:
6, with 6 real tools
Needs:
FreshBooks

Collections and receivables

Answer on WhatsApp how much a customer owes according to Pennylane

How do I tell a customer on WhatsApp how much they owe me without opening Pennylane?

Finance and operations

Starts:
when the customer writes
Steps:
5, with 5 real tools
Needs:
Pennylane

22

Orders and fulfillment

Orders and fulfillment

From a WooCommerce order to an Aveonline shipping label

How do I move orders from my store into Aveonline without retyping them one by one?

Starts:
at a set time
Steps:
6, with 13 real tools
Needs:
WooCommerce · Aveonline

Orders and fulfillment

Accept, prepare and close Rappi orders without living on the tablet

How do I stop losing Rappi orders because nobody accepted them in time?

Starts:
when the outside system calls
Steps:
6, with 10 real tools
Needs:
Rappi

Orders and fulfillment

Alert Slack about every order that comes in on WhatsApp

How do I connect WhatsApp to Slack so orders reach my team's channel?

Customer service

Starts:
when the customer writes
Steps:
5, with 7 real tools
Needs:
Slack

Orders and fulfillment

Buy the Shippo label for a paid Shopify order

How do I get the Shippo label for each Shopify order without copying addresses by hand?

Starts:
at a set time
Steps:
5, with 7 real tools
Needs:
Shopify · Shippo

Orders and fulfillment

Check on WhatsApp how a customer's order stored in your Supabase database is going

How do I check how an order stored in Supabase is going without opening the dashboard?

Starts:
when someone asks for it
Steps:
5, with 6 real tools
Needs:
Supabase · Meteor CRM

Orders and fulfillment

Quote a Chilexpress shipment over WhatsApp

How do I quote a Chilexpress shipment over WhatsApp without calculating the rate myself?

Starts:
when the customer writes
Steps:
5, with 6 real tools
Needs:
Chilexpress

Orders and fulfillment

Quote a TCC shipment from WhatsApp

How do I quote a TCC shipment from WhatsApp?

Finance and operations

Starts:
when the customer writes
Steps:
5, with 8 real tools
Needs:
TCC · Meteor CRM

Orders and fulfillment

Quote and ship an international parcel with Easyship over WhatsApp

How do I quote and ship an international parcel from WhatsApp without opening each courier?

Starts:
when the customer writes
Steps:
6, with 6 real tools
Needs:
Easyship

Orders and fulfillment

Quote and ship an Andreani parcel over WhatsApp without creating a wrong order

How do I quote and ship an Andreani parcel from WhatsApp without creating the wrong order?

Starts:
when the customer writes
Steps:
6, with 10 real tools
Needs:
Andreani · Meteor CRM

Orders and fulfillment

Create a Shopify order over WhatsApp for cash on delivery

How do I take a Shopify order over WhatsApp and leave it marked for cash on delivery?

Starts:
when the customer writes
Steps:
5, with 7 real tools
Needs:
Shopify

Orders and fulfillment

Create a WooCommerce order over WhatsApp for cash on delivery

How do I create a WooCommerce order over WhatsApp and mark it for cash on delivery?

Starts:
when the customer writes
Steps:
5, with 8 real tools
Needs:
WooCommerce

Orders and fulfillment

Ship end to end with Skydropx, from the quote to the pickup

How do I ship an order end to end without going into the carrier's panel?

Starts:
when the customer writes
Steps:
6, with 12 real tools
Needs:
Skydropx PRO · Meteor CRM

Orders and fulfillment

Run a Make scenario when an order is confirmed on WhatsApp

How do I make an order confirmed on WhatsApp reach my systems on its own with Make?

Starts:
when the customer writes
Steps:
6, with 7 real tools
Needs:
Make

Orders and fulfillment

Store every order closed over WhatsApp in BigQuery

How do I get the orders I close over WhatsApp into BigQuery without exporting chats by hand?

Sales

Starts:
when the customer writes
Steps:
6, with 7 real tools
Needs:
Google BigQuery · Meteor CRM

Orders and fulfillment

Store in Cloudinary, sorted by order, the photos a customer sends on WhatsApp

How do I keep the photos my customers send on WhatsApp for their orders organized?

Sales

Starts:
when the customer writes
Steps:
6, with 6 real tools
Needs:
Cloudinary

Orders and fulfillment

Store the orders that come in on WhatsApp in a Craft collection, with their task

How do I log the orders I get on WhatsApp in Craft without copying them by hand?

Sales

Starts:
when the customer writes
Steps:
6, with 7 real tools
Needs:
Craft

Orders and fulfillment

Log the orders that arrive on WhatsApp in NocoDB and answer how they are going

How do I get WhatsApp orders into my NocoDB base without copying them by hand?

Customer service

Starts:
when the customer writes
Steps:
5, with 6 real tools
Needs:
NocoDB

Orders and fulfillment

Answer on WhatsApp the status of an order from the store your site has on Duda

How do I answer on WhatsApp how an order placed through my Duda site's store is going?

Customer service

Starts:
when the customer writes
Steps:
6, with 6 real tools
Needs:
Duda

Orders and fulfillment

Answer on WhatsApp whether a customer's order is on time according to your Reclaim schedule

How do I tell a customer whether their order will be on time, if I plan my work in Reclaim?

Customer service

Starts:
when the customer writes
Steps:
5, with 5 real tools
Needs:
Reclaim.ai

Orders and fulfillment

Answer price and stock on WhatsApp and log the order in a Coda table

How do I make my WhatsApp answer prices and take orders with the tables I keep in Coda?

Sales

Starts:
when the customer writes
Steps:
6, with 6 real tools
Needs:
Coda

Orders and fulfillment

Take a table's order and send it to the kitchen from chat

How do I send a table's order to the kitchen without retyping it into the POS?

Starts:
when the customer writes
Steps:
5, with 7 real tools
Needs:
Fudo

Orders and fulfillment

Take an order on WhatsApp and log it in Airtable

How do I log the orders I get on WhatsApp in Airtable without copying them by hand?

Sales

Starts:
when the customer writes
Steps:
6, with 7 real tools
Needs:
Airtable

8

Marketplaces

Marketplaces

Close your Rappi store or switch off a sold-out product from WhatsApp

How do I switch off a sold-out product or close my restaurant on Rappi from WhatsApp, without the portal?

Starts:
when someone asks for it
Steps:
5, with 6 real tools
Needs:
Rappi

Marketplaces

Find and fix a suppressed Amazon listing

How do I quickly find out why one of my products stopped showing on Amazon and fix it?

Starts:
when someone asks for it
Steps:
6, with 6 real tools
Needs:
Amazon Selling Partner

Marketplaces

Keep price and stock current between your store and Mercado Libre

How do I stop selling something on Mercado Libre that already sold out in my store?

Starts:
at a set time
Steps:
5, with 11 real tools
Needs:
Mercado Libre · WooCommerce

Marketplaces

Keep WooCommerce price and stock up to date on Homecenter

How do I keep my store's price and stock up to date on Homecenter without entering them twice?

Starts:
at a set time
Steps:
6, with 7 real tools
Needs:
Homecenter · WooCommerce

Marketplaces

Publish your WooCommerce catalog on Mercado Libre without risking the account

How do I upload my WooCommerce catalog to Mercado Libre without getting listings rejected?

Starts:
when someone asks for it
Steps:
6, with 12 real tools
Needs:
Mercado Libre · WooCommerce

Marketplaces

Answer on WhatsApp whether a product is in stock and at what price, with Multivende

How do I answer on WhatsApp whether I have a size in stock and its price, if I run everything in Multivende?

Customer service

Starts:
when the customer writes
Steps:
6, with 6 real tools
Needs:
Multivende

Marketplaces

Check pending Éxito orders against your WooCommerce stock

How do I know which Éxito orders I can accept without selling something I no longer have?

Starts:
when someone asks for it
Steps:
5, with 7 real tools
Needs:
Éxito · WooCommerce

Marketplaces

Find out on WhatsApp when to restock a product you sell on Amazon, with Helium 10

How do I know when to send more units to Amazon without opening Helium 10?

Starts:
when someone asks for it
Steps:
5, with 5 real tools
Needs:
Helium 10

59

Customer service and scheduling

Customer service and scheduling

Open a Linear issue from a customer report on WhatsApp and tell them how it is going

How do I make customer reports on WhatsApp arrive in Linear as issues?

Customer service

Starts:
when the customer writes
Steps:
5, with 6 real tools
Needs:
Linear

Customer service and scheduling

Open a Freshdesk ticket from WhatsApp and tell where it stands

How do I turn a complaint that arrives on WhatsApp into a Freshdesk ticket without copying it by hand?

Customer service

Starts:
when the customer writes
Steps:
5, with 10 real tools
Needs:
Freshdesk

Customer service and scheduling

Open a Gorgias ticket from WhatsApp and escalate it to the team that solves it

How do I move a complaint that arrives on WhatsApp into Gorgias without copying it by hand or losing what the customer said?

Customer service

Starts:
when the customer writes
Steps:
5, with 7 real tools
Needs:
Gorgias

Customer service and scheduling

Open a Jira issue from a report that comes in on WhatsApp and answer how it is going

How do I make customer reports on WhatsApp arrive in Jira as issues?

Customer service

Starts:
when the customer writes
Steps:
5, with 6 real tools
Needs:
Jira y Confluence

Customer service and scheduling

Open a service request in monday.com from WhatsApp

How do I move the service requests I get on WhatsApp into monday.com?

Customer service

Starts:
when the customer writes
Steps:
5, with 8 real tools
Needs:
monday.com

Customer service and scheduling

Book optometry appointments over WhatsApp with Softix

How can patients book an optometry appointment over WhatsApp at the right location?

Customer service

Starts:
when the customer writes
Steps:
6, with 7 real tools
Needs:
Softix

Customer service and scheduling

Book a demo on WhatsApp with the rep Chili Piper assigns

How do I book a demo from WhatsApp with the rep Chili Piper assigns, without sending the prospect to a form?

Customer service

Starts:
when the customer writes
Steps:
6, with 6 real tools
Needs:
Chili Piper

Customer service and scheduling

Book a meeting with your customer over WhatsApp and confirm it by email with Superhuman Mail

How do I book a meeting in my Superhuman calendar over WhatsApp and send the customer the confirmation by email?

Customer service

Starts:
when the customer writes
Steps:
6, with 6 real tools
Needs:
Superhuman Mail

Customer service and scheduling

Book a visit on WhatsApp in your Fastmail calendar

How do I book in my Fastmail calendar the visit a customer asks for on WhatsApp?

Customer service

Starts:
when the customer writes
Steps:
6, with 6 real tools
Needs:
Fastmail

Customer service and scheduling

Book Calendly meetings over WhatsApp

How do I let a customer book a Calendly meeting over WhatsApp without sending my general link?

Customer service

Starts:
when the customer writes
Steps:
6, with 7 real tools
Needs:
Calendly

Customer service and scheduling

Book a Cal.com meeting on the right calendar

How do I make sure a meeting booked from chat lands on the right person's calendar?

Customer service

Starts:
when the customer writes
Steps:
6, with 6 real tools
Needs:
Cal.com

Customer service and scheduling

Book a meeting in Outlook from WhatsApp with Microsoft 365

How do I let a customer book a meeting in my Outlook by writing on WhatsApp?

Customer service

Starts:
when the customer writes
Steps:
6, with 7 real tools
Needs:
Microsoft 365

Customer service and scheduling

Book, remind and reschedule appointments over WhatsApp

How do I let customers book over WhatsApp without double-booking anyone?

Customer service

Starts:
when the customer writes
Steps:
5, with 10 real tools
Needs:
Meteor Scheduling · Meteor CRM

Customer service and scheduling

Serve customers who write in another language on WhatsApp with your business glossary in DeepL

How do I serve tourists who write in English on WhatsApp without changing my product names?

Customer service

Starts:
when the customer writes
Steps:
5, with 5 real tools
Needs:
DeepL

Customer service and scheduling

Help a student on WhatsApp who paid and cannot see their Kajabi course

How do I help a student on WhatsApp who says they paid and cannot see their Kajabi course?

Customer service

Starts:
when the customer writes
Steps:
6, with 6 real tools
Needs:
Kajabi

Customer service and scheduling

Support the developer integrating your API on WhatsApp, with your Postman collection

How do I answer, on WhatsApp, the questions of the developer integrating my API?

Customer service

Starts:
when the customer writes
Steps:
6, with 6 real tools
Needs:
Postman · Meteor CRM

Customer service and scheduling

Confirm on WhatsApp what was discussed during an in person visit recorded with Plaud

How do I confirm to a customer on WhatsApp what we discussed during the visit, if I recorded it with Plaud?

Customer service

Starts:
when the customer writes
Steps:
5, with 5 real tools
Needs:
Plaud

Customer service and scheduling

Tell a customer on WhatsApp whether their change is live, by checking GitLab

How do I tell a customer on WhatsApp whether their change is published, by checking GitLab?

Customer service

Starts:
when the customer writes
Steps:
5, with 6 real tools
Needs:
GitLab

Customer service and scheduling

Turn the requests that come in on WhatsApp into Trello cards and answer how they are going

How do I make every WhatsApp request become a card on my team's Trello board?

Customer service

Starts:
when the customer writes
Steps:
5, with 5 real tools
Needs:
Trello

Customer service and scheduling

Create a Todoist task for every order that arrives on WhatsApp and answer its status

How do I get every order I receive on WhatsApp into Todoist as a task without copying it by hand?

Customer service

Starts:
when the customer writes
Steps:
6, with 7 real tools
Needs:
Todoist

Customer service and scheduling

Send a customer the summary of a meeting recorded with Fireflies on WhatsApp

How do I send a customer on WhatsApp what we agreed in the meeting Fireflies recorded?

Customer service

Starts:
when the customer writes
Steps:
6, with 6 real tools
Needs:
Fireflies

Customer service and scheduling

Send the Read AI assistant to the customer's meeting and reply with what was agreed on WhatsApp

How do I get my customer meetings summarized and send the customer what was agreed on WhatsApp?

Customer service

Starts:
when the customer writes
Steps:
6, with 6 real tools
Needs:
Read AI

Customer service and scheduling

Email from your domain what the customer asked for on WhatsApp with Resend

How do I email, with my template and from my domain, what a customer asks for on WhatsApp?

Customer service

Starts:
when the customer writes
Steps:
5, with 6 real tools
Needs:
Resend

Customer service and scheduling

Send on WhatsApp the summary and action items of a meeting recorded in MeetGeek

How do I send a customer on WhatsApp what we agreed in the meeting MeetGeek recorded?

Customer service

Starts:
when the customer writes
Steps:
5, with 5 real tools
Needs:
MeetGeek

Customer service and scheduling

Send a Zoom meeting's summary and next steps on WhatsApp

How do I send the customer on WhatsApp what we agreed in the Zoom meeting without typing it out?

Customer service

Starts:
when the customer writes
Steps:
5, with 5 real tools
Needs:
Zoom

Customer service and scheduling

Send the right spec sheet your team keeps in Box over WhatsApp

How do I make my WhatsApp send the right spec sheet we keep in Box?

Customer service

Starts:
when the customer writes
Steps:
6, with 6 real tools
Needs:
Box

Customer service and scheduling

Send the open action items of a meeting recorded with Krisp over WhatsApp

How do I remind a customer on WhatsApp about the action items left from the meeting I recorded with Krisp?

Customer service

Starts:
when the customer writes
Steps:
6, with 6 real tools
Needs:
Krisp

Customer service and scheduling

Escalate a WhatsApp case to your team in Slack and bring back their answer

How do I pass my team in Slack a WhatsApp question the agent cannot solve?

Customer service

Starts:
when the customer writes
Steps:
5, with 6 real tools
Needs:
Slack

Customer service and scheduling

Save the requests that arrive on WhatsApp in your Base44 app and answer how they are going

How do I get WhatsApp requests into the app I built in Base44?

Customer service

Starts:
when the customer writes
Steps:
5, with 5 real tools
Needs:
Base44

Customer service and scheduling

Sign customers up for a workshop with a Tally form on WhatsApp

How do I sign people up for my workshop on WhatsApp without asking for their details one by one?

Customer service

Starts:
when the customer writes
Steps:
5, with 6 real tools
Needs:
Tally

Customer service and scheduling

Sign up on WhatsApp for your OneSignal alerts by email or SMS, or unsubscribe

How do I make whoever asks for alerts on WhatsApp get signed up in OneSignal by email or SMS, and unsubscribe just as easily?

Customer service

Starts:
when the customer writes
Steps:
5, with 6 real tools
Needs:
OneSignal

Customer service and scheduling

Hand a WhatsApp customer who asked for a person to a Keybe agent

How do I hand a customer who asks for a person to a Keybe agent without making them repeat everything?

Customer service

Starts:
when a record changes state
Steps:
6, with 7 real tools
Needs:
Keybe · Meteor CRM

Customer service and scheduling

Turn a WhatsApp complaint into a Teamwork.com ticket and task

How do I turn a complaint that arrives on WhatsApp into a Teamwork.com ticket and task?

Customer service

Starts:
when the customer writes
Steps:
6, with 7 real tools
Needs:
Teamwork.com

Customer service and scheduling

Request a customer's documents on WhatsApp with a Dropbox file request

How do I ask a customer on WhatsApp to send their documents to a Dropbox folder?

Customer service

Starts:
when the customer writes
Steps:
6, with 6 real tools
Needs:
Dropbox

Customer service and scheduling

Receive a warranty claim with a Jotform form on WhatsApp

How do I receive a warranty claim on WhatsApp with photos and complete details, without asking one by one?

Customer service

Starts:
when the customer writes
Steps:
6, with 5 real tools
Needs:
Jotform

Customer service and scheduling

Log in GitHub the bug a customer reports on WhatsApp and tell them which release shipped the fix

How do I tell a customer on WhatsApp which version of my app fixed their bug?

Customer service

Starts:
when the customer writes
Steps:
5, with 7 real tools
Needs:
GitHub

Customer service and scheduling

Register candidates who apply on WhatsApp in Manatal

How do I get the candidates who write to me on WhatsApp into Manatal without copying their details?

Customer service

Starts:
when the customer writes
Steps:
5, with 10 real tools
Needs:
Manatal

Customer service and scheduling

Log in Pendo the feature a customer asks for on WhatsApp

How do I log in Pendo what my customers ask for on WhatsApp without copying it by hand?

Customer service

Starts:
when the customer writes
Steps:
5, with 6 real tools
Needs:
Pendo

Customer service and scheduling

Register candidates who reach you on WhatsApp in Workable

How do I register the people who ask about jobs on my WhatsApp in Workable?

Customer service

Starts:
when the customer writes
Steps:
5, with 8 real tools
Needs:
Workable

Customer service and scheduling

Log service requests on WhatsApp and answer their status with your Softr database

How do I log the requests I get on WhatsApp in Softr and tell customers how they are going?

Customer service

Starts:
when the customer writes
Steps:
6, with 6 real tools
Needs:
Softr

Customer service and scheduling

Route from WhatsApp the social media messages that reach your Hootsuite inbox

How do I split the social media messages that reach Hootsuite across my team without opening the inbox all the time?

Social

Starts:
when someone asks for it
Steps:
5, with 7 real tools
Needs:
Hootsuite Inbox

Customer service and scheduling

Reschedule or cancel a Calendly appointment on WhatsApp

How do I let a customer reschedule or cancel their Calendly appointment on WhatsApp without doing it myself?

Customer service

Starts:
when the customer writes
Steps:
5, with 7 real tools
Needs:
Calendly

Customer service and scheduling

Book a Wix Bookings service over WhatsApp

How do I let a customer book over WhatsApp a service I already sell with Wix Bookings?

Customer service

Starts:
when the customer writes
Steps:
6, with 7 real tools
Needs:
Wix

Customer service and scheduling

Reserve a vehicle over WhatsApp with HQ Rental

How do I reserve a vehicle over WhatsApp using live HQ Rental availability?

Customer service

Starts:
when the customer writes
Steps:
5, with 5 real tools
Needs:
HQ Rental Software

Customer service and scheduling

Answer "where is my order?" for Mercado Libre sales over WhatsApp

How do I answer the status of a Mercado Libre order without opening the seller panel?

Customer service

Starts:
when the customer writes
Steps:
5, with 10 real tools
Needs:
Mercado Libre · Meteor CRM

Customer service and scheduling

Answer the status of a Jumpseller order over WhatsApp

How do I tell a customer on WhatsApp how their Jumpseller order is going without opening the panel?

Customer service

Starts:
when the customer writes
Steps:
5, with 6 real tools
Needs:
Jumpseller

Customer service and scheduling

Answer a Shopify order-status question over WhatsApp

How do I answer where a Shopify order is without exposing another customer's order?

Customer service

Starts:
when the customer writes
Steps:
6, with 6 real tools
Needs:
Shopify · Meteor CRM

Customer service and scheduling

Reply to your business's Google reviews from WhatsApp

How do I reply to my business's Google reviews without opening Google Business Profile?

Social

Starts:
when someone asks for it
Steps:
5, with 5 real tools
Needs:
Google Business Profile

Customer service and scheduling

Answer on WhatsApp how a customer's project is going in monday.com

How do I tell a customer on WhatsApp where their project stands without opening monday.com every time?

Customer service

Starts:
when the customer writes
Steps:
5, with 6 real tools
Needs:
monday.com

Customer service and scheduling

Answer on WhatsApp how a customer's project is going by reading their Miro board

How do I tell a customer on WhatsApp how their project is going if we track it all in Miro?

Customer service

Starts:
when the customer writes
Steps:
6, with 6 real tools
Needs:
Miro

Customer service and scheduling

Answer on WhatsApp with your Intercom help center

How do I make my WhatsApp answer with what I already wrote in my Intercom help center?

Customer service

Starts:
when the customer writes
Steps:
5, with 7 real tools
Needs:
Intercom

Customer service and scheduling

Answer on WhatsApp with recent web information from You.com and save it in Notion

How do I answer on WhatsApp questions that depend on changing information, without looking it up myself each time?

Customer service

Starts:
when the customer writes
Steps:
5, with 5 real tools
Needs:
You.com · Notion

Customer service and scheduling

Answer on WhatsApp with your Guru knowledge base and leave a draft when the answer is missing

How do I make my WhatsApp answer with what my team already wrote in Guru?

Customer service

Starts:
when the customer writes
Steps:
5, with 6 real tools
Needs:
Guru · Meteor CRM

Customer service and scheduling

Answer on WhatsApp with the help articles your team publishes in Contentful

How do I make my WhatsApp answer with the help articles I already have in Contentful?

Customer service

Starts:
when the customer writes
Steps:
6, with 7 real tools
Needs:
Contentful · Meteor CRM

Customer service and scheduling

Answer on WhatsApp with your Crisp knowledge base and what the customer already said in the chat

How do I make my WhatsApp answer with the Crisp knowledge base and know what the customer already asked in the website chat?

Customer service

Starts:
when the customer writes
Steps:
5, with 7 real tools
Needs:
Crisp

Customer service and scheduling

Answer on WhatsApp your event dates and the status of a Ticket Tailor ticket purchase

How do I answer on WhatsApp the dates of my events and the people who say their Ticket Tailor tickets never arrived?

Customer service

Starts:
when the customer writes
Steps:
5, with 6 real tools
Needs:
Ticket Tailor

Customer service and scheduling

Answer prices and availability on WhatsApp from a Notion database

How do I make my WhatsApp answer prices with the list my team keeps in Notion?

Sales

Starts:
when the customer writes
Steps:
6, with 6 real tools
Needs:
Notion

Customer service and scheduling

Answer what is booked and what a guest owes without opening LobbyPMS

How do I answer what is booked and what a guest owes without opening LobbyPMS?

Customer service

Starts:
when the customer writes
Steps:
5, with 5 real tools
Needs:
LobbyPMS

Customer service and scheduling

Add whoever asks for your news on WhatsApp to your Sender list

How do I add customers who ask on WhatsApp to my Sender email list?

Social

Starts:
when the customer writes
Steps:
6, with 6 real tools
Needs:
Sender

51

Content and publishing

Content and publishing

Build with Brandfetch the brand kit of the client who sends their website on WhatsApp

How do I gather a new client's logo, colors and brand voice without asking for each one on WhatsApp?

Customer service

Starts:
when the customer writes
Steps:
5, with 5 real tools
Needs:
Brandfetch

Content and publishing

Build an Unsplash collection of photos similar to the reference a client sends you

How do I find photos similar to the one a client sent me as a reference for their campaign?

Customer service

Starts:
when the customer writes
Steps:
6, with 6 real tools
Needs:
Unsplash

Content and publishing

Put together an ad's voiceover and music on WhatsApp with Epidemic Sound

How do I get licensed voice and music for an ad without hiring a studio?

Studio

Starts:
when someone asks for it
Steps:
5, with 6 real tools
Needs:
Epidemic Sound

Content and publishing

Build a promotion landing page in Leadpages from WhatsApp

How do I build a promotion landing page in Leadpages without leaving WhatsApp?

Social

Starts:
when someone asks for it
Steps:
6, with 6 real tools
Needs:
Leadpages

Content and publishing

Change your Sanity site's opening hours or a price with a WhatsApp message

How do I change my Sanity page's opening hours or a price without opening the editor?

Social

Starts:
when the customer writes
Steps:
6, with 6 real tools
Needs:
Sanity

Content and publishing

Change a promotion's text or price on your Storyblok site from WhatsApp

How do I change a promotion on my Storyblok site by sending a WhatsApp message?

Social

Starts:
when the customer writes
Steps:
6, with 5 real tools
Needs:
Storyblok · Meteor CRM

Content and publishing

Change a promotion on your Prismic site on WhatsApp and leave it ready for review

How do I change a promotion's text on my Prismic site without opening the dashboard?

Social

Starts:
when the customer writes
Steps:
5, with 6 real tools
Needs:
Prismic

Content and publishing

Turn the promotion you send on WhatsApp into a draft email in Constant Contact

How do I make the promotion I send on WhatsApp also go out by email in Constant Contact without building it from scratch?

Social

Starts:
when someone asks for it
Steps:
6, with 6 real tools
Needs:
Constant Contact

Content and publishing

Turn the text of a promotion into a video with Pictory over WhatsApp

How do I turn the text of a promotion into a video without leaving WhatsApp?

Studio

Starts:
when someone asks for it
Steps:
5, with 7 real tools
Needs:
Pictory

Content and publishing

Turn a product photo into a promotion image on WhatsApp, with Recraft

How do I turn a product photo I took with my phone into a promotion image?

Studio

Starts:
when someone asks for it
Steps:
5, with 5 real tools
Needs:
Recraft

Content and publishing

Turn a product photo sent on WhatsApp into a marketing video with Runway

How do I make a marketing video of my product from a photo, without editing, from WhatsApp?

Studio

Starts:
when someone asks for it
Steps:
6, with 8 real tools
Needs:
Runway

Content and publishing

Turn your saved Buffer ideas into scheduled posts and check the ones that failed

How do I turn the ideas I saved in Buffer into scheduled posts without doing them one by one?

Social

Starts:
when someone asks for it
Steps:
5, with 7 real tools
Needs:
Buffer

Content and publishing

Turn a long video into social clips and send them on WhatsApp for approval

How do I get social clips from a long video and approve them on WhatsApp before posting?

Studio

Starts:
when someone asks for it
Steps:
5, with 8 real tools
Needs:
OpusClip

Content and publishing

Create a business's brand kit and first posts from its website, with Kittl

How do I make posts in my brand's style if I do not have a designer?

Studio

Starts:
when someone asks for it
Steps:
6, with 7 real tools
Needs:
Kittl

Content and publishing

Create a promotion's image, video and voiceover on WhatsApp with Higgsfield

How do I make the image and a voiced video for a promotion from WhatsApp, without editing?

Studio

Starts:
when someone asks for it
Steps:
5, with 5 real tools
Needs:
Higgsfield

Content and publishing

Create a Canva design from WhatsApp, from the request to the finished file

How do I make a Canva design from WhatsApp without opening Canva?

Studio

Starts:
when someone asks for it
Steps:
5, with 6 real tools
Needs:
Canva

Content and publishing

Create a Bitly short link and QR that open your WhatsApp, and measure how many clicks it brought

How do I make a QR for my poster that opens my WhatsApp with a ready message and know how many people used it?

Social

Starts:
when someone asks for it
Steps:
5, with 7 real tools
Needs:
Bitly

Content and publishing

Build a complete Google Ads search campaign

How do I build a complete Google Ads search campaign and review it before it spends?

Social

Starts:
when someone asks for it
Steps:
10, with 13 real tools
Needs:
Google Ads

Content and publishing

Build a Meta Ads campaign that moves the conversation to WhatsApp

How do I build a Meta Ads campaign that opens WhatsApp without assembling each part separately?

Social

Starts:
when someone asks for it
Steps:
7, with 8 real tools
Needs:
Meta Ads

Content and publishing

Choose the keywords for a service page with Ahrefs, asking on WhatsApp

Which keywords should I use on my service page so people find it on Google?

Social

Starts:
when someone asks for it
Steps:
5, with 6 real tools
Needs:
Ahrefs

Content and publishing

Find on WhatsApp who stopped opening your GetResponse emails and what to send them

How do I know who stopped opening my GetResponse emails and what to send to win them back?

Social

Starts:
when someone asks for it
Steps:
6, with 6 real tools
Needs:
GetResponse

Content and publishing

Send a personalized avatar video made in HeyGen on WhatsApp

How do I send a customer on WhatsApp a video with their name, made with my HeyGen avatar?

Studio

Starts:
when the customer writes
Steps:
6, with 8 real tools
Needs:
HeyGen

Content and publishing

Send a personalized piece made with your Canva template on WhatsApp

How do I send each customer on WhatsApp a piece with their name and offer made in my Canva template?

Studio

Starts:
when the customer writes
Steps:
6, with 9 real tools
Needs:
Canva

Content and publishing

Generate the product photos for a campaign on WhatsApp with Krea

How do I get product photos for a campaign without a photo shoot every time?

Studio

Starts:
when someone asks for it
Steps:
5, with 5 real tools
Needs:
Krea

Content and publishing

Generate a promotion's images on WhatsApp from your Bannerbear templates

How do I get an image for each product on sale without designing them one by one?

Studio

Starts:
when someone asks for it
Steps:
6, with 6 real tools
Needs:
Bannerbear

Content and publishing

Make a promotion poster on WhatsApp, with its text, using Ideogram

How do I make a promotion poster with the text spelled right without knowing design?

Studio

Starts:
when someone asks for it
Steps:
5, with 6 real tools
Needs:
Ideogram

Content and publishing

Make a customer's invitation with their event details on WhatsApp, in Adobe Express

How do I make a customer's invitation with their event details without opening the designer?

Studio

Starts:
when the customer writes
Steps:
6, with 6 real tools
Needs:
Adobe Express

Content and publishing

Clean up the audio and caption a video someone sends you on WhatsApp, in Descript

How do I get a video with good sound and captions without opening the editor every time?

Studio

Starts:
when someone asks for it
Steps:
5, with 5 real tools
Needs:
Descript

Content and publishing

Enhance on WhatsApp the photo a customer sends for printing, with Magnific

How do I enhance on WhatsApp the blurry photo a customer sends me to print on a product?

Studio

Starts:
when the customer writes
Steps:
6, with 8 real tools
Needs:
Magnific

Content and publishing

Move the changes a client asks for on WhatsApp about a video into Frame.io

How do I get the changes my client asks for on WhatsApp into Frame.io as comments?

Customer service

Starts:
when the customer writes
Steps:
5, with 5 real tools
Needs:
Frame.io

Content and publishing

Ask on WhatsApp for a blog article draft with Surfer SEO

How do I get a blog article draft that follows what Google asks for?

Social

Starts:
when someone asks for it
Steps:
6, with 6 real tools
Needs:
Surfer SEO

Content and publishing

Ask on WhatsApp for a blog article draft with Frase

How do I get a draft of a blog article without starting from a blank page?

Social

Starts:
when someone asks for it
Steps:
5, with 8 real tools
Needs:
Frase

Content and publishing

Plan a launch's campaigns on WhatsApp with Mailchimp and leave them as drafts

How do I put together a launch's campaigns in Mailchimp without designing each email myself?

Social

Starts:
when someone asks for it
Steps:
5, with 6 real tools
Needs:
Mailchimp

Content and publishing

Put the month's promotion at the top of your Linktree from WhatsApp

How do I change the promotion link on my Linktree without opening the app, and know whether people click it?

Social

Starts:
when someone asks for it
Steps:
6, with 6 real tools
Needs:
Linktree

Content and publishing

Ask on WhatsApp how your AWeber broadcast did and keep the next one as a draft

How do I find out on WhatsApp how my AWeber broadcast did and prepare the next one?

Social

Starts:
when someone asks for it
Steps:
6, with 6 real tools
Needs:
AWeber

Content and publishing

Ask on WhatsApp what your readers voted in your beehiiv newsletter poll

How do I know what readers voted in my beehiiv newsletter poll without opening the dashboard?

Social

Starts:
when someone asks for it
Steps:
5, with 6 real tools
Needs:
beehiiv

Content and publishing

Schedule the week's promotion in SocialPilot and check the posts that failed

How do I schedule the week's promotion on all my networks with SocialPilot without doing it account by account?

Social

Starts:
when someone asks for it
Steps:
5, with 7 real tools
Needs:
SocialPilot

Content and publishing

Schedule a client's week of social posts from WhatsApp with Postiz

How do I schedule a client's week of social posts in Postiz without leaving WhatsApp?

Social

Starts:
when someone asks for it
Steps:
6, with 7 real tools
Needs:
Postiz

Content and publishing

Schedule a sales live on your networks with Restream from WhatsApp and see how many watched

How do I schedule a sales live on several networks at once without opening each one?

Social

Starts:
when someone asks for it
Steps:
6, with 6 real tools
Needs:
Restream

Content and publishing

Schedule a post at the best time with Metricool and report later how it did

How do I schedule my posts at each network's best time without opening Metricool, and know later how they did?

Social

Starts:
when someone asks for it
Steps:
5, with 5 real tools
Needs:
Metricool

Content and publishing

Propose a new GitBook help article from the question that keeps coming up on WhatsApp

How do I turn the questions I get most on WhatsApp into articles in my help center?

Starts:
when someone asks for it
Steps:
6, with 5 real tools
Needs:
GitBook

Content and publishing

Publish to Instagram and Facebook the moment somebody approves the piece

How do I publish to Instagram and Facebook without scheduling every piece by hand?

Social

Starts:
when a record changes state
Steps:
5, with 11 real tools
Needs:
Facebook and Instagram · Replicate

Content and publishing

Post on Instagram and Facebook by sending your agent a WhatsApp

How do I post on Instagram and Facebook by texting my agent on WhatsApp, without opening the apps?

Social

Starts:
when someone asks for it
Steps:
5, with 6 real tools
Needs:
Facebook and Instagram

Content and publishing

Publish a Webflow article with human review and approval

How do I publish a Webflow article without duplicating it or taking it live before review?

Social

Starts:
when someone asks for it
Steps:
6, with 9 real tools
Needs:
Webflow

Content and publishing

Publish a WordPress article with its image, its metadata and its schema

How do I publish to WordPress without half an hour of pasting blocks and filling metadata?

Social

Starts:
when someone asks for it
Steps:
6, with 16 real tools
Needs:
WordPress · Google Trends · Google Search

Content and publishing

Publish a Shopify product listing in Webflow with human approval

How do I publish a Shopify product in Webflow without duplicating it or copying data I cannot keep current?

Social

Starts:
when someone asks for it
Steps:
6, with 11 real tools
Needs:
Shopify · Webflow

Content and publishing

Remove the background from the product photos you send on WhatsApp with Picsart

How do I remove the background from my product photos by sending them on WhatsApp?

Studio

Starts:
when someone asks for it
Steps:
5, with 5 real tools
Needs:
Picsart

Content and publishing

Get video ideas backed by vidIQ data on WhatsApp every Monday

How do I get YouTube video ideas every week without spending hours watching trends?

Social

Starts:
at a set time
Steps:
5, with 6 real tools
Needs:
vidIQ

Content and publishing

Check on WhatsApp that a promotion page looks right, with Cloudflare Browser Run

How do I quickly check that my promotion page is right before sending it to my customers?

Social

Starts:
when someone asks for it
Steps:
5, with 5 real tools
Needs:
Cloudflare Browser Run

Content and publishing

Get content ideas for your business with Ubersuggest, asking for them on WhatsApp

What should I write about on my business's blog or social media so people find me?

Social

Starts:
when someone asks for it
Steps:
5, with 6 real tools
Needs:
Ubersuggest

Content and publishing

Add the customer who leaves their email on WhatsApp to your EnvíaloSimple list

How do I add the customers who leave their email on WhatsApp to my EnvíaloSimple mailing list?

Social

Starts:
when the customer writes
Steps:
5, with 6 real tools
Needs:
EnvíaloSimple

70

Operations and reporting

Operations and reporting

Turn off on WhatsApp the feature flag that breaks the checkout in LaunchDarkly

How do I quickly turn off a feature flag that broke the checkout without opening LaunchDarkly?

Starts:
when someone asks for it
Steps:
5, with 7 real tools
Needs:
LaunchDarkly

Operations and reporting

Build a department's higher education report without opening SNIES

How do I pull SNIES enrollment and program figures without going into the portal?

Starts:
when the customer writes
Steps:
5, with 5 real tools
Needs:
SNIES

Operations and reporting

Build your team's org chart in Lucid on WhatsApp and share it

How do I build my business's org chart without sitting down to draw it?

Starts:
when someone asks for it
Steps:
6, with 6 real tools
Needs:
Lucid

Operations and reporting

Tell customers on your status page that the store is down, asking on WhatsApp with Better Stack

How do I tell my customers my online store is down without opening Better Stack?

Starts:
when someone asks for it
Steps:
6, with 6 real tools
Needs:
Better Stack

Operations and reporting

Calculate on WhatsApp how much it costs to hire someone in another country with Deel

How much does it really cost me to hire a person in another country, with charges and fees?

Starts:
when the customer writes
Steps:
5, with 7 real tools
Needs:
Deel

Operations and reporting

Change your Google listing's hours and phone number from WhatsApp

How do I change my business hours on Google without opening the Google Business Profile listing?

Social

Starts:
when someone asks for it
Steps:
5, with 5 real tools
Needs:
Google Business Profile

Operations and reporting

Change prices and stock in your Tiendanube store from WhatsApp

How do I change prices and stock in my Tiendanube store from WhatsApp without opening the admin?

Starts:
when someone asks for it
Steps:
5, with 5 real tools
Needs:
Tiendanube

Operations and reporting

Compare your site's traffic with competitors using Similarweb, on WhatsApp

How do I compare my site's visits with my competitors' without building a report?

Starts:
when someone asks for it
Steps:
5, with 6 real tools
Needs:
Similarweb

Operations and reporting

Check on WhatsApp how a Braze campaign performed

How do I find out on WhatsApp how a Braze campaign performed without opening the dashboard?

Social

Starts:
when someone asks for it
Steps:
5, with 6 real tools
Needs:
Braze

Operations and reporting

Check on WhatsApp how this month's metrics are doing in Databox

How do I ask how my metrics are doing this month without opening Databox dashboards?

Starts:
when someone asks for it
Steps:
5, with 5 real tools
Needs:
Databox

Operations and reporting

Fix on WhatsApp an outdated step in your Mintlify documentation

How do I quickly fix a step in my Mintlify guide that a customer reported as broken?

Starts:
when someone asks for it
Steps:
5, with 5 real tools
Needs:
Mintlify

Operations and reporting

Create a weekly Google Ads report in Google Sheets

How do I send a weekly Google Ads report to Google Sheets without duplicate rows?

Social

Starts:
when someone asks for it
Steps:
5, with 5 real tools
Needs:
Google Ads · Google Workspace

Operations and reporting

Create a satisfaction survey in SurveyMonkey from the chat

How do I build a satisfaction survey in SurveyMonkey without opening the editor?

Starts:
when the customer writes
Steps:
5, with 6 real tools
Needs:
SurveyMonkey

Operations and reporting

Find out on WhatsApp who beats you on Google and which questions to answer with SE Ranking

How do I know who beats me on Google and which questions my blog should answer?

Starts:
when someone asks for it
Steps:
6, with 5 real tools
Needs:
SE Ranking

Operations and reporting

Find what AI assistants get wrong about your brand and where it comes from, with Profound

How do I know whether AI assistants are saying false things about my business?

Starts:
when someone asks for it
Steps:
6, with 7 real tools
Needs:
Profound

Operations and reporting

Save the weekly Mercado Libre order report to Google Sheets

How do I save a verifiable weekly Mercado Libre order report to Google Sheets?

Starts:
when someone asks for it
Steps:
4, with 5 real tools
Needs:
Mercado Libre · Google Workspace

Operations and reporting

Research a competitor with Perplexity and save the report with sources in Notion

How do I quickly build a competitor report with sources and keep it saved for the team?

Starts:
when someone asks for it
Steps:
5, with 6 real tools
Needs:
Perplexity · Notion

Operations and reporting

Measure a Typeform survey's NPS from the chat

How do I get my Typeform survey's NPS without opening Typeform or exporting responses?

Starts:
when the customer writes
Steps:
5, with 6 real tools
Needs:
Typeform

Operations and reporting

Pause or change the budget of your Meta ads from WhatsApp

How do I pause a Facebook ad or change its budget from WhatsApp, without opening Ads Manager?

Social

Starts:
when someone asks for it
Steps:
5, with 6 real tools
Needs:
Meta Ads

Operations and reporting

Pause on WhatsApp the Facebook ad that spends without results with Madgicx

How do I find and pause the Facebook ad that is spending without results?

Social

Starts:
when someone asks for it
Steps:
6, with 6 real tools
Needs:
Madgicx

Operations and reporting

Ask on WhatsApp for Google Ads spend and clicks by campaign with Dataslayer

How do I see Google Ads spend and clicks by campaign for the last week without opening Google Ads?

Social

Starts:
when someone asks for it
Steps:
6, with 7 real tools
Needs:
Dataslayer

Operations and reporting

Ask on WhatsApp for last week's ad spend summary with Supermetrics

How do I know how much I spent on ads last week without opening each platform?

Social

Starts:
when someone asks for it
Steps:
5, with 6 real tools
Needs:
Supermetrics

Operations and reporting

Ask on WhatsApp for a Zoom meeting transcript and save it

How do I get a Zoom meeting transcript from WhatsApp without hunting for the recording?

Starts:
when someone asks for it
Steps:
5, with 6 real tools
Needs:
Zoom

Operations and reporting

Ask on WhatsApp for a change to an app or site built with Lovable and publish it

How do I let my clients ask for changes to their Lovable app on WhatsApp without losing control?

Customer service

Starts:
when the customer writes
Steps:
6, with 6 real tools
Needs:
Lovable

Operations and reporting

Ask on WhatsApp how your fleet is doing today, with MyGeotab data

How do I find out on WhatsApp how many of my vehicles are running and which have faults, without opening MyGeotab?

Starts:
when someone asks for it
Steps:
5, with 5 real tools
Needs:
Geotab

Operations and reporting

Ask on WhatsApp how a client did last month with Reportei

How do I know how a client did last month without building the report by hand?

Social

Starts:
when someone asks for it
Steps:
6, with 8 real tools
Needs:
Reportei

Operations and reporting

Ask on WhatsApp how the purchase funnel is doing in Mixpanel

How do I know how many users completed a purchase this week without opening Mixpanel?

Starts:
when someone asks for it
Steps:
5, with 6 real tools
Needs:
Mixpanel

Operations and reporting

Ask on WhatsApp how a Statsig experiment is going and what changed in it

How do I know whether my Statsig test is winning without opening the console?

Starts:
when someone asks for it
Steps:
5, with 6 real tools
Needs:
Statsig

Operations and reporting

Ask on WhatsApp how much you sold yesterday and from which channel with Coupler.io

How do I know how much we sold yesterday and which channel it came from without opening the store or the ads?

Starts:
when someone asks for it
Steps:
6, with 7 real tools
Needs:
Coupler.io

Operations and reporting

Ask on WhatsApp how much was sold and answer with a ClickHouse query

How do I ask my ClickHouse data on WhatsApp how much we sold yesterday?

Starts:
when someone asks for it
Steps:
5, with 5 real tools
Needs:
ClickHouse Cloud

Operations and reporting

Ask on WhatsApp where your customers get stuck at checkout, with Fullstory

How do I learn why customers abandon checkout in my store without reviewing recordings one by one?

Starts:
when someone asks for it
Steps:
5, with 7 real tools
Needs:
Fullstory

Operations and reporting

Ask on WhatsApp which pages of your site are losing sales, with Contentsquare

How do I know which pages of my site are losing sales without opening Contentsquare?

Starts:
when someone asks for it
Steps:
5, with 6 real tools
Needs:
Contentsquare

Operations and reporting

Ask on WhatsApp which Omnisend campaign sold the most last month

How do I know which of my Omnisend campaigns sold the most last month without opening the reports?

Social

Starts:
when someone asks for it
Steps:
6, with 5 real tools
Needs:
Omnisend

Operations and reporting

Ask on WhatsApp which Meta Ads campaigns had the best ROAS with Porter Metrics

How do I know which Meta Ads campaigns had the best ROAS last week without opening Ads Manager?

Social

Starts:
when someone asks for it
Steps:
5, with 5 real tools
Needs:
Porter Metrics

Operations and reporting

Ask on WhatsApp which campaigns spent without conversions with Two Minute Reports

How do I know which campaigns spent the most last week without bringing conversions?

Social

Starts:
when someone asks for it
Steps:
5, with 6 real tools
Needs:
Two Minute Reports

Operations and reporting

Ask on WhatsApp which ad channel had the best ROAS with Windsor.ai

How do I know which ad channel had the best ROAS last week without opening each platform?

Social

Starts:
when someone asks for it
Steps:
5, with 5 real tools
Needs:
Windsor.ai

Operations and reporting

Ask on WhatsApp which keywords your competitors have that you do not, with Serpstat

Which Google keywords do my competitors have that my site does not?

Starts:
when someone asks for it
Steps:
6, with 5 real tools
Needs:
Serpstat

Operations and reporting

Ask on WhatsApp which sites AI search engines cite when they talk about your industry with Otterly.AI

Which sites do AI search engines cite when they talk about my industry, and what do they recommend?

Starts:
when someone asks for it
Steps:
5, with 5 real tools
Needs:
Otterly.AI

Operations and reporting

Ask questions and request changes on WhatsApp to your business's app built on Replit

How do I change something in my business's app or page built on Replit without coding?

Starts:
when someone asks for it
Steps:
5, with 5 real tools
Needs:
Replit

Operations and reporting

Ask your Met on WhatsApp how your site is doing on Google with Semrush data

How do I know how my site is doing on Google without opening Semrush every week?

Starts:
when someone asks for it
Steps:
6, with 6 real tools
Needs:
Semrush

Operations and reporting

Test a change to your Neon database before applying it

How do I test a change to my app's database on Neon without putting the data at risk?

Starts:
when someone asks for it
Steps:
5, with 7 real tools
Needs:
Neon

Operations and reporting

Post a job on Upwork from WhatsApp and review the proposals that come in

How do I post a job on Upwork and review proposals without opening the platform?

Starts:
when someone asks for it
Steps:
6, with 6 real tools
Needs:
Upwork

Operations and reporting

Get a WhatsApp summary every Monday of how your Wistia videos did

How do I get a weekly WhatsApp summary of my Wistia video stats?

Starts:
at a set time
Steps:
5, with 6 real tools
Needs:
Wistia

Operations and reporting

Get your Basecamp projects' weekly recap on WhatsApp every Friday

How do I get a weekly recap of my Basecamp projects on WhatsApp without opening it?

Starts:
at a set time
Steps:
6, with 7 real tools
Needs:
Basecamp

Operations and reporting

A weekly Search Console report, with the history kept

How do I get the Search Console report every Monday without building it by hand?

Starts:
at a set time
Steps:
6, with 12 real tools
Needs:
Google Workspace

Operations and reporting

Answer a job's status on WhatsApp with ClickUp

How do I answer on WhatsApp how a customer's job is going without opening ClickUp every time?

Customer service

Starts:
when the customer writes
Steps:
5, with 6 real tools
Needs:
ClickUp

Operations and reporting

Answer on WhatsApp how many hours have gone into a client's project with Everhour

How do I tell a client on WhatsApp how many hours have gone into their Everhour project?

Customer service

Starts:
when the customer writes
Steps:
5, with 7 real tools
Needs:
Everhour

Operations and reporting

Answer on WhatsApp how many vacation days each employee has left with BambooHR

How do I tell my team how many vacation days they have left without opening BambooHR every time?

Starts:
when the customer writes
Steps:
5, with 8 real tools
Needs:
BambooHR

Operations and reporting

Answer today's sales on WhatsApp with your Metabase questions

How do I ask how much we sold today without opening Metabase?

Starts:
when someone asks for it
Steps:
5, with 6 real tools
Needs:
Metabase

Operations and reporting

Answer who did not turn in an assignment, without opening Google Classroom

How do I know who did not turn in an assignment without going course by course in Classroom?

Starts:
when the customer writes
Steps:
6, with 11 real tools
Needs:
Google Workspace · Meteor CRM

Operations and reporting

Sum up your competitors' Google Maps reviews on WhatsApp with Apify

What do my competitors' Google Maps reviews say, without reading them one by one?

Starts:
when someone asks for it
Steps:
5, with 5 real tools
Needs:
Apify

Operations and reporting

Check in Sentry the error a customer reports on WhatsApp and assign it to the team

How do I make a failure report on WhatsApp reach my team in Sentry, already assigned?

Customer service

Starts:
when the customer writes
Steps:
5, with 6 real tools
Needs:
Sentry · Meteor CRM

Operations and reporting

Check on WhatsApp how your TikTok ads are doing and which pixel measures them

How do I check on WhatsApp how my TikTok ads are doing and whether I can measure purchases?

Social

Starts:
when someone asks for it
Steps:
5, with 6 real tools
Needs:
TikTok Ads

Operations and reporting

Check your TikTok Ads product catalog on WhatsApp

How do I check from WhatsApp which products my TikTok Ads catalog has before advertising them?

Social

Starts:
when someone asks for it
Steps:
5, with 6 real tools
Needs:
TikTok Ads

Operations and reporting

Review your clients' sources and spend on WhatsApp on Monday with Whatagraph

How do I check on Monday whether any client source went down and how much they spent?

Social

Starts:
when someone asks for it
Steps:
6, with 6 real tools
Needs:
Whatagraph

Operations and reporting

Review an A/B experiment's result in Amplitude on WhatsApp

How do I know whether a variant of my experiment has won without opening Amplitude?

Starts:
when someone asks for it
Steps:
5, with 5 real tools
Needs:
Amplitude

Operations and reporting

Check your Unbounce landing page A/B test on WhatsApp and keep the winner

How do I find out on WhatsApp which Unbounce landing page variant is winning and keep it?

Social

Starts:
when someone asks for it
Steps:
6, with 7 real tools
Needs:
Unbounce

Operations and reporting

Check your Bubble app for issues on WhatsApp before deploying it

How do I check whether my Bubble app has issues before deploying it, without opening the editor?

Starts:
when someone asks for it
Steps:
6, with 6 real tools
Needs:
Bubble

Operations and reporting

Check on WhatsApp the website insights of each client in their PostHog project

How do I check on WhatsApp how each client's website is doing if I keep them in PostHog projects?

Starts:
when someone asks for it
Steps:
5, with 6 real tools
Needs:
PostHog

Operations and reporting

Check competitor prices on WhatsApp with Bright Data

How do I find out on WhatsApp what my competitors charge for a product before quoting?

Starts:
when someone asks for it
Steps:
6, with 7 real tools
Needs:
Bright Data

Operations and reporting

Check on WhatsApp why your PlanetScale database is slow

How do I know whether my app's slowness comes from the PlanetScale database?

Starts:
when someone asks for it
Steps:
5, with 6 real tools
Needs:
PlanetScale

Operations and reporting

Check on WhatsApp why your app's deployment failed on Prisma Compute

How do I know why my app's last deployment on Prisma Compute failed without opening the console?

Starts:
when someone asks for it
Steps:
5, with 5 real tools
Needs:
Prisma Postgres

Operations and reporting

Check on WhatsApp why a Railway service went down and redeploy it

How do I check why my Railway service went down without opening the dashboard?

Starts:
when someone asks for it
Steps:
5, with 6 real tools
Needs:
Railway

Operations and reporting

Check on WhatsApp which alert fired in Grafana Cloud and open the incident

How do I know which alert fired in Grafana and who is on call without opening the dashboard?

Starts:
when someone asks for it
Steps:
5, with 6 real tools
Needs:
Grafana Cloud

Operations and reporting

Check on WhatsApp whether your Render site is down and what the logs say

How do I know whether my Render site is down without opening the dashboard?

Starts:
when someone asks for it
Steps:
5, with 7 real tools
Needs:
Render

Operations and reporting

Find out on WhatsApp why a CircleCI build failed

How do I find out on WhatsApp why my CircleCI build failed without opening the dashboard?

Starts:
when someone asks for it
Steps:
5, with 7 real tools
Needs:
CircleCI

Operations and reporting

Find out on WhatsApp which Optimizely experiments won this quarter and what to repeat

How do I know which Optimizely A/B tests won this quarter without building a report?

Starts:
when someone asks for it
Steps:
5, with 5 real tools
Needs:
Optimizely

Operations and reporting

Find out on WhatsApp whether AI assistants recommend your brand or a competitor with Peec AI

How do I know whether AI assistants recommend my brand or my competitor's?

Starts:
when someone asks for it
Steps:
5, with 5 real tools
Needs:
Peec AI

Operations and reporting

Find out on WhatsApp whether your VWO A/B test has enough visits to decide

How do I know if my VWO A/B test already has enough visits or I need to wait more days?

Starts:
when someone asks for it
Steps:
6, with 6 real tools
Needs:
VWO

Operations and reporting

See your Stripe sales and balance on WhatsApp without opening the Dashboard

How do I see my Stripe sales and balance from WhatsApp, without opening the Dashboard?

Finance and operations

Starts:
when someone asks for it
Steps:
5, with 6 real tools
Needs:
Stripe

Decision questions

Before automating a process with AI

The best candidates contain repeatable work, known rules, accessible data and a result the team can verify. If the process includes a sensitive or exceptional decision, Meteor hands that step to a person with the context needed to decide.

No. A chatbot is a conversational interface. An automation may start in WhatsApp, but it can also start on a schedule, from a webhook or when a record changes, then run steps in CRM, ERP, calendars, payments, e-commerce or logistics.

Yes, when an integration, MCP or API provides the required permissions. Before building, the team verifies what each system can read or write and which actions must keep human approval.

Meteor documents the process, connects systems, designs the flows, tests real scenarios, defines limits and escalation, and then launches with monitoring. Tuning continues with operating data.

It depends on channels, volume, integrations and autonomy. Platform plans are published on the pricing page, while implementation is quoted against the actual operating scope.

Evaluate a real process in your company

Tell us what needs to happen, which systems are involved and where a person should step in. We will tell you what can run today and what still needs to be connected.

Book a demo