Automation · Operations and reporting
Answer today's sales on WhatsApp with your Metabase questions
Ask on WhatsApp how much was sold today: an AI agent runs your Metabase saved question with the right filter and replies.
How do I ask how much we sold today without opening Metabase?
You write to your Met "how much did we sell today in Medellín?". The Met checks your Metabase glossary for what counts as a sale, finds the saved question that already measures it, reads how it is built and which filters it accepts, checks the valid values of the city filter and runs it. It replies with the result Metabase returned. If there is no saved question for that, it builds a query with Metabase's query language on the sales table and tells you it is a new query. Everything runs with the permissions of the person who connected Metabase, and nothing is written.
What starts it
When someone asks for it
It starts when someone on the team asks the Met for a business figure. Each query runs on request; for scheduled deliveries, Metabase has its own alerts and subscriptions.
A manual task: someone on the team runs it with a button, or asks the Met for it in chat.
Who runs it
Analytics Met with your Metabase questions
This is not a named, seeded Met. It is an internal Met with your Metabase connected: its work ends when it replies with the result of the saved question or the query, or when it says it has no permission to see it.
Channels: WhatsApp
What you need connected
- Metabase Research and analyze
5 steps · 6 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
Check what a sale means in your business
The Met looks up the term in your Metabase glossary. If your team defined a sale as a paid order and not a created one, the Met answers with that definition and not its own.
- 2
Find the saved question
The Met searches your Metabase for the question or model that already measures today's sales. Using what your team already built keeps two people from seeing two figures for the same thing.
- 3
Read how it is built and which filters it takes
The Met brings the question's details, with its definition and parameters, and checks the valid values of the city filter to write "Medellín" exactly as the question expects.
- 4
Run the question and reply
The Met runs the saved question with the filter and replies with the result. If the connected account has no permission to see it, it tells you instead of looking for another source.
- 5
Build a query if the question does not exist
If there is no saved question for that, the Met builds a query with Metabase's query language on the sales table and makes clear it is a new query, not the official figure of a dashboard.
Before you start
What you need ready
The Met solves none of these for you. If one is missing, the automation stops there.
-
MCP server turned on in your Metabase
An admin of your Metabase turns the MCP server on in Admin, AI, MCP and copies your instance's MCP server URL there.
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Metabase connected in Met
In Met, open Connections → Metabase → Connect, paste the MCP server URL (it ends in /api/metabase-mcp) and sign in with an account that sees the sales questions.
-
A saved sales question
Your team should have a saved question for today's sales, with a city or store filter if you need it. Without it, the Met builds the query from the table.
The limits
What this automation does NOT solve
Better said here than discovered halfway through the rollout.
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It does not see data the connected account does not see. The tools run with that person's permissions in Metabase.
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It does not fix a badly built question. If the saved question counts wrong, the Met replies with that figure; fixing it is work in Metabase.
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It does not send charts on WhatsApp. The Met replies with the data; Metabase inline charts are for clients that draw them on screen.
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It does not write to your Metabase. This procedure does not save questions or schedule alerts: those are other actions in the listing.
FAQ
Questions about this automation
Yes. The same path works for any saved question: orders, receivables or inventory, if the connected account can see them.
Not in this procedure. It uses saved questions and Metabase's query language. Custom SQL is another action, which Metabase marks as able to overwrite or delete and which starts turned off.
Metabase has alerts and subscriptions that deliver a question by email or Slack. This procedure runs on request on WhatsApp.
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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.