Automation · Customer service and scheduling
Create a Todoist task for every order that arrives on WhatsApp and answer its status
An AI agent turns every WhatsApp order into a Todoist task with a due date and assignee, and tells the customer how it is going.
How do I get every order I receive on WhatsApp into Todoist as a task without copying it by hand?
A Met connected to Todoist takes the order a customer places on WhatsApp and turns it into a task in the project your team uses, in the right section, with the agreed due date and the assignee. What the customer said goes into the description and, if they add a detail later, it goes in as a comment on the same task. When the customer asks again how their order is going, the Met finds the task, reads the team's comments and replies with them. Your team keeps working in Todoist as usual: the Met does not complete, delete or reschedule tasks.
What starts it
When the customer writes
It starts when a customer writes on WhatsApp to place an order or to ask how an earlier one is going. There is no trigger to configure: the Met assigned to the line runs the procedure inside that conversation.
Nothing to set up. The Met assigned to that channel picks up the conversation and runs the procedure inside it.
Who runs it
Support Met that logs orders in Todoist
Customer service team
This is not a named, seeded Met. It is the Met that already answers the business's WhatsApp, with Todoist connected. Its work ends when the order is a task with an assignee, or when the customer gets the status your team wrote in Todoist.
Run by the customer support Met
Channels: WhatsApp
What you need connected
- Todoist Automate and collaborate
6 steps · 7 tools
The procedure, step by step
Each step shows the tool that runs. They belong to the real connector: if one of them stopped existing, this page would not build.
- 1
Find the orders project
The Met searches by name for the project your team named in the skill, for example "Orders", and keeps its ID. The name should not repeat across the account's projects.
- 2
Pick the right section
If the project is split into sections, such as "New", "In production" and "Ready", the Met finds the section where new orders go so it creates the task there.
- 3
Find the person in charge
The Met searches by name or email for the team member who handles that kind of order and gets their ID. It can only assign someone who collaborates on the Todoist project.
- 4
Create the order task
The Met creates the task with a short, recognizable name, a description with what the customer asked for and their phone number, the agreed due date in natural language, the priority and the assignee. It confirms to the customer that the order was logged.
- 5
Add details that arrive later
If the customer sends one more detail, such as a measurement, a color or a new address, the Met leaves it as a comment on the task and can notify the project's collaborators so they see it.
- 6
Answer how the order is going
When the customer asks about their order, the Met finds the task by the order text or the customer's name, reads the comments the team left and replies with what they say. If there is no written update, it says so instead of making up progress.
Before you start
What you need ready
The Met solves none of these for you. If one is missing, the automation stops there.
-
A Todoist project for orders
Your team has a project where orders come in, ideally with sections by stage, and the people in charge are invited as collaborators on that project.
-
Todoist connected in Met
In Met, open Connections → Todoist → Connect and authorize with an account that can see the orders project. Creating tasks and comments does not start switched off: the admin decides whether they stay on.
-
A WhatsApp line with the Met assigned
The business connects its WhatsApp Business API line and assigns the Met that answers customers. The conversation happens there; Todoist remains where your team tracks the work.
The limits
What this automation does NOT solve
Better said here than discovered halfway through the rollout.
-
It does not change the date or content of a task already created: updating tasks starts switched off and this procedure does not use it. If the customer postpones, the Met leaves the change as a comment and your team adjusts the date in Todoist.
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It does not mark the order as done. Completing tasks starts switched off, and in this procedure your team does it in Todoist when the work is ready.
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It does not write to the customer on its own when the team finishes: the Met answers the status when the customer asks, because it does not receive alerts from Todoist.
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It does not ask for confirmation in the chat before creating the task or the comment: if those actions are on, it creates them. The admin decides which writes stay on.
FAQ
Questions about this automation
The Met cannot assign them the task: Todoist only accepts assignees who collaborate on the project. Invite them to the project in Todoist and the next task reaches them.
No. The customer only talks to the Met on WhatsApp; the task, the comments and the assignees stay inside your company's Todoist account.
Yes. The Met finds the sections that already exist in the project and can add labels to the task. Whatever does not exist in Todoist, the Met does not make up: your team creates it.
This procedure uses the Todoist account and plan your company already has. Meteor does not resell Todoist, and what your plan allows, such as activity history, is set by Todoist.
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Want this automation running on your own data?
We will show it to you with your accounts connected, not with a canned demo.