Automation · Operations and reporting
Check on WhatsApp the website insights of each client in their PostHog project
For agencies: an AI agent switches to the PostHog project of the client you name, runs their saved insights and replies on WhatsApp.
How do I check on WhatsApp how each client's website is doing if I keep them in PostHog projects?
You write to your Met "how many sign ups did Ana's store get this week?". The Met lists the PostHog projects you can access, switches to the client you named, finds their dashboard, opens the insight your team saved for that question and runs its query. It replies with the result PostHog returns, from the right project, and if you ask about another client it switches project before the next query. That way an agency answers within minutes without opening each project. The Met runs saved insights: it does not write SQL or change your dashboards in this procedure.
What starts it
When someone asks for it
It starts when someone at the agency asks the Met on WhatsApp about a client and a number. Each check is on demand; the Met does not send reports on its own in this procedure.
A manual task: someone on the team runs it with a button, or asks the Met for it in chat.
Who runs it
Internal agency Met that checks each client's analytics
This is not a named, seeded Met. It is an internal Met with PostHog connected, for the agency or team that measures several websites or apps: it is done when it gives you the insight's number from the project of the client you named.
Channels: WhatsApp
What you need connected
- PostHog 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
List your clients' projects
The Met pulls the projects the connected account can access in the current organization and finds the client's one by name. It helps if each project carries the client's name.
- 2
Switch to the client's project
The Met switches the active project to the client's before querying anything. From then on, every following call reads that project's data and not another client's.
- 3
Find the client's dashboard
The Met pulls the project's dashboards and opens the one your team builds for that client, for example "Weekly summary", to see which insights are saved.
- 4
Open the insight that answers the question
The Met opens the insight that matches what you asked, such as sign ups, purchases or visits to a page, to confirm what it measures before giving the number.
- 5
Run the insight and answer
The Met runs the saved insight's query and replies on WhatsApp with the result and the period it covers. If you ask about another client, it goes back to the second step with their project.
Before you start
What you need ready
The Met solves none of these for you. If one is missing, the automation stops there.
-
One PostHog project per client
Each client's website or app sends events to its own PostHog project, with insights saved for the frequent questions. Without a saved insight, the Met has nothing to run.
-
PostHog connected in Met
In Met, open Connections → PostHog → Connect and authorize with an account that sees your clients' projects. This procedure does not need raw SQL turned on.
-
An internal Met on WhatsApp
A team Met at the agency with PostHog connected, that you write to on WhatsApp. It is not the Met that answers your clients' own customers.
The limits
What this automation does NOT solve
Better said here than discovered halfway through the rollout.
-
It does not build new insights. If the question has no saved insight, the Met tells you; building it is your team's job in PostHog.
-
It does not write SQL in this procedure. Running raw SQL starts switched off; the Met only runs what is already saved.
-
It does not see projects in other organizations without switching organization, nor projects the connected account cannot access.
-
It does not send the number to the end client. It replies to you, and you decide how to tell the client.
-
It does not run unlimited queries. The server allows 480 requests per minute and 4,800 per hour per connection, and the queried data follows your account's billing.
FAQ
Questions about this automation
The Met asks you which one before switching project. That is why each project should be named after the client's business name.
Yes, if the connected account has access. The connector also switches organization, so the Met switches organization first and then project.
No. It switches the active project of the connector's session for the following calls; it does not move or change anything inside the projects.
Connecting to PostHog's server is free. The data the insights query follows your PostHog account's normal billing; Meteor does not resell the service.
Keep going
Other automations built on the same tools
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
Want this automation running on your own data?
We will show it to you with your accounts connected, not with a canned demo.