Outcome: A single page you can show a client (or your own team) to scope WhatsApp automation in 10 minutes.
How to use this cheat sheet
Each workflow follows the same anatomy: objective, trigger, message flow, automation logic, AI opportunity. Pick 1–2 to ship this month.
The 6 workflows
1. Lead qualification
- Objective — capture and pre-qualify inbound interest before a human takes over.
- Trigger — first inbound WhatsApp message or click-to-chat link.
- Flow — greet → 3 qualifying questions → branch (hot / warm / not a fit).
- Automation — n8n stores answers in CRM, notifies sales on hot leads.
- AI — natural-language understanding for free-text answers + ICP scoring.
2. Booking
- Objective — convert intent into a scheduled appointment in one conversation.
- Trigger — qualified lead or returning customer requests a booking.
- Flow — confirm service → propose slots → confirm + send calendar invite.
- Automation — Calendly / Cal.com integration writes to your calendar + CRM.
- AI — parse fuzzy slot requests ('next Tuesday afternoon').
3. Reminders
- Objective — reduce no-shows and missed payments.
- Trigger — schedule (24h, 2h before appointment) or invoice due date.
- Flow — branded reminder → confirm / reschedule / pay buttons.
- Automation — workflow handles confirm/reschedule with zero human touch.
- AI — draft personalized reschedule responses on demand.
4. Support
- Objective — answer the easy 60% instantly, route the rest to a human fast.
- Trigger — inbound support question on WhatsApp.
- Flow — classify → answer from FAQ OR escalate with context.
- Automation — ticket auto-created in your help desk with full transcript.
- AI — intent classification + first-draft answer with confidence threshold.
5. Review request
- Objective — collect Google / Trustpilot reviews from happy customers.
- Trigger — service marked complete + invoice paid + no recent complaint.
- Flow — thank you → ask satisfaction → if positive, send review link.
- Automation — negative responses route to the owner, not a public review.
- AI — sentiment-aware phrasing of the thank-you and the ask.
6. Reactivation
- Objective — re-engage past customers who haven't bought in 60–180 days.
- Trigger — schedule against your CRM segment.
- Flow — personal check-in → relevant offer → easy yes / no buttons.
- Automation — segmented sends, opt-out respected globally.
- AI — personalize each opener based on past purchases / service history.
Your next step
Ship faster — Leadocrat Toolkit
50 prompts, 20 n8n workflows, SOPs and templates. The implementation pack for $29.