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Send sales forecast charts and answer Q&A on WhatsApp with OpenAI

n8nn8n23 modulesv1.0
agentcodedataTablegoogleSheetshttpRequestiflmChatOpenAimemoryBufferWindowmergeoutputParserStructuredscheduleTriggersetwhatsAppwhatsAppTrigger

How It Works Top Branch Workflow 1. The Data Scientist: - Ingest: Pulls historical sales data from Google Sheets. - Math Engine: Runs 7 statistical algorithms (e.g., Seasonal Naive, Linear Trend, Regression). It backtests them against your history and scientifically selects the winner with the lowest error rate. 2. The Data Analyst: - Interpret: The AI Agent takes the mathematical output and translates it into business insights, assigning confidence sc

At a glance

Send sales forecast charts and answer Q&A on WhatsApp with OpenAI is a ready-made n8n workflow you import as a workflow JSON file — no build required. It connects agent, code, dataTable, googleSheets. It's free to download. Follow the 5-step import below to go live in minutes.

Platform
n8n
Connects
agent, code, dataTable, googleSheets, httpRequest, if
Modules
23
Price
Free
Version
v1.0
Send sales forecast charts and answer Q&A on WhatsApp with OpenAI workflow diagram

About this workflow

How It Works Top Branch Workflow 1. The Data Scientist: - Ingest: Pulls historical sales data from Google Sheets. - Math Engine: Runs 7 statistical algorithms (e.g., Seasonal Naive, Linear Trend, Regression). It backtests them against your history and scientifically selects the winner with the lowest error rate. 2. The Data Analyst: - Interpret: The AI Agent takes the mathematical output and translates it into business insights, assigning confidence scores based on error margins. - Report: Generates a visual trend chart (PNG) and sends a complete briefing to your phone. Bottom Branch Workflow 3. The Consultant: AI Agent 2 handles the follow-up questions. It pulls the latest analysis context and checks historical rate data to give an informed answer. - Recall: When you ask a question via WhatsApp, the bot retrieves the saved forecast state. - Answer: It acts as an on-demand analyst, comparing current forecasts against historical actuals to give you instant answers. Setup Steps 1) Google Sheet: Prepare columns: Year, Month, Sales. Map the Sheet ID in the "Workflow Configuration" node. 2) Forecast Engine: No config needed. It automatically detects seasonality vs. linear trends. 3) Database: Create a table latestforecast to store the JSON output. 4) Credentials: Connect Google Sheets, OpenAI, and WhatsApp Use Cases & Benefits For Business Owners: Gain enterprise-grade forecasting on autopilot. Always have a sophisticated financial outlook running in the background 24/7. For Sales Leaders: Get immediate visibility into future revenue trends. Bypass the wait for end-of-month manual reports and get a strategic "pulse check" delivered instantly to your phone. 🤖Virtual Data Team: Instantly add the capabilities of a Data Scientist and Data Analyst to your business or division. It works alongside your existing team to handle the heavy lifting, or stands in as your dedicated automated department. 🧠Precision & Trust: Combines the best of both worlds: rigorous, deterministic code for the math (no hallucinations) and advanced AI for the strategic explanation. You get numbers you can trust with context you can use. ⚡Decision-Ready Insights: Stop digging through dashboards. High-level intelligence is pushed directly to you on WhatsApp, allowing you to make faster, data-driven decisions from anywhere. 📬 Want to Customize This? leelin.business@gmail.com

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How to import this n8n workflow

  1. 1

    Download the workflow JSON file after purchase.

  2. 2

    Open n8n → click the menu → Import from File.

  3. 3

    Select the downloaded JSON and import.

  4. 4

    Set up credentials for each node that requires them.

  5. 5

    Click Execute Workflow to test, then activate.

Setup guide

Setup guide included

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