Automation · Operations and reporting
Ask on WhatsApp how your fleet is doing today, with MyGeotab data
An AI agent tells you on WhatsApp how many vehicles are active, which ones have faults and who was speeding, by reading MyGeotab.
How do I find out on WhatsApp how many of my vehicles are running and which have faults, without opening MyGeotab?
You write to your Met "how is the fleet today?". The Met counts the vehicles in your MyGeotab database, reads their status to tell you how many are reporting and which are not, and pulls the active faults from the last few days. If you ask an analytical question, such as who had the most speeding events this week, it passes it to Geotab Ace and answers with what Ace finds. If you need the detail for the shop or a meeting, it queues the report in Excel or PDF. Everything runs with your MyGeotab user and changes nothing in the database.
What starts it
When someone asks for it
It starts when the owner or the operations lead asks the Met about the fleet on WhatsApp. Each query is on demand; this procedure does not leave a scheduled report.
A manual task: someone on the team runs it with a button, or asks the Met for it in chat.
Who runs it
Operations Met that summarizes the fleet from MyGeotab
This is not a named, seeded Met. It is an internal Met with Geotab connected: it is done when it answers with MyGeotab's figures, or when it tells you which data it could not pull because of your user's permissions.
Channels: WhatsApp
What you need connected
- Geotab Run stores and orders
5 steps · 5 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
Count the fleet's vehicles
The Met counts the vehicles registered in your MyGeotab database. If it does not know what a data type is called in your database, it first lists the entities your account can query.
- 2
See which ones are reporting
The Met checks the vehicles' status and separates those online from those not reporting, with each one's last known location according to MyGeotab.
- 3
Pull the active faults
The Met queries the fault records from the last few days and groups them by vehicle, so you know which one to check before it leaves. It does not dismiss any fault.
- 4
Ask Geotab Ace for the analysis
If you ask something open, such as which drivers braked hardest or who had the most speeding events this week, the Met passes it to Geotab Ace and answers with what Ace found in your data.
- 5
Queue the report
If you need the full detail, the Met queues the scheduled report your team already has in MyGeotab so it is generated in Excel or PDF, and tells you it was requested.
Before you start
What you need ready
The Met solves none of these for you. If one is missing, the automation stops there.
-
A MyGeotab database on the GO plan
MCP access is included in the GO plan at no extra cost, according to Geotab. The user who connects has to see the vehicles and faults you will ask about.
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Geotab connected in Met
In Met, open Connections → Geotab → Connect and sign in with a user migrated to Geotab Unified Login. This procedure only uses read actions.
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The Met available on your WhatsApp
The owner or the operations lead writes to the internal Met on WhatsApp. Answers come from MyGeotab at the moment of the question.
The limits
What this automation does NOT solve
Better said here than discovered halfway through the rollout.
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It does not write to MyGeotab: it does not create zones, change vehicles or dismiss faults. Those actions start switched off.
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It does not tell the end customer where their order is: this procedure is for the team, because fleet location is not shared with third parties without deciding it first.
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It does not see vehicles your user is not allowed to see: everything runs with your identity and permissions in MyGeotab.
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It does not send the report on WhatsApp: it queues it so MyGeotab generates it in Excel or PDF.
FAQ
Questions about this automation
Not in this procedure: it answers when you ask. Automatic alerts are set up with MyGeotab rules and notifications.
From Geotab Ace, Geotab's analysis over your fleet's private data. The Met passes the question along and answers with what Ace returns.
No. It only uses read actions and the one that queues a report. Creating, changing or deleting records starts switched off.
Keep going
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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.