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WhatsApp automation for your business

Start a workflow when a WhatsApp message, button tap or call comes in, and send messages back: text, templates, images and files, voice notes, buttons, lists and links. An AI agent can sit in the middle, so a customer's question gets a real answer.

Connect it to the rest of your business: a WhatsApp when an M-Pesa payment lands, a Shopify order is paid or a Google Sheet changes, or a WhatsApp message that adds a row, books a meeting or logs an expense.

See 35 WhatsApp templates

What you can automate with WhatsApp

Triggers: Start a workflow when

  • WhatsApp Trigger

    Start a workflow when a WhatsApp message, button tap or call comes in

Actions: Do this in a workflow

  • WhatsApp

    Send messages, voice notes, buttons and media on WhatsApp - or call with an AI voice agent

    • Send text
    • Send template
    • Send media
    • Send voice
    • Send buttons
    • Send list
    • Send cta
    • Send location
    • React
    • Request call permission
    • Place call
    • Download media
    • Recent messages

Ready-made WhatsApp templates

BusinessExpense Approval Workflow: WhatsApp Receipts to Google SheetsSend a photo or PDF of a receipt on WhatsApp. AI reads the vendor, date, amount and category and adds it to your expense sheet. Small expenses are approved automatically; bigger ones wait for your approval, and approving marks them Approved in the sheet. You get a WhatsApp for every receipt.
  • +4
BusinessInvoice Reminder Email with an M-Pesa Payment PromptEvery weekday morning it reads who owes you from a Google Sheet, emails each person a friendly reminder, and sends an M-Pesa payment prompt to their phone. Pay, and their row is marked Paid and you get a WhatsApp with the receipt number; ignore it, and you get a WhatsApp telling you who to follow up. No code steps.
  • +6
BusinessWhatsApp Customer Support AI Team in English and SwahiliA lead AI agent answers your customers on WhatsApp, and hands the hard parts to two specialists: a Billing expert for prices, M-Pesa payments and invoices, and a Swahili writer who words replies naturally when a customer writes in Swahili or Sheng. The lead puts their answers together into one reply. It searches your own documents for facts, never invents prices, and the reply is retried if WhatsApp is busy.
  • +2
BusinessDaily Specials Poster: WhatsApp to Facebook and InstagramMade for restaurants, cafés and shops. Send "Today: pilau + juice 450 KES" to your CiraIQ WhatsApp and AI designs a mouth-watering poster with the dish and price spelled exactly, posts it to Facebook and Instagram, and sends the poster back to your chat. Add the word "video" to your message and you also get a short, animated clip of the poster for your Status and Reels.
  • +7
BusinessTestimonial Posts from Google Forms ReviewsWhen a customer leaves a review on your Google Form, AI turns it into a beautiful quote card in your brand colours - their words spelled exactly, their first name, your logo - and writes the posts for Facebook, Instagram and LinkedIn. Glowing reviews (4 stars and up) wait for your approval; anything lower comes to your WhatsApp instead so you can reply to that customer personally.
  • +7
BusinessAI Product Video Maker: Photo to Promo VideoSend a product photo to your CiraIQ WhatsApp and say "make a video of this". AI brings your real photo to life as an 8-second vertical clip with music - the product kept exactly as it is - and sends it straight back to your chat. The Facebook post and Instagram Reel are written and wait for your one-tap approval.
  • +4
BusinessShopify Instagram Reels of Your Weekly Best-SellerEvery Friday it finds the product that sold the most in your Shopify store this week and turns its real product photo into an 8-second vertical video with music. The video is saved to your Google Drive, AI writes the Instagram Reel and Facebook captions, the posts wait for your one-tap approval, and the video lands on your WhatsApp. Your best-seller, promoted every week while it is hot.
  • +7
BusinessHoliday Social Media Posts for Kenyan HolidaysNever miss Madaraka Day, Christmas or Black Friday again. Every morning it checks whether today is a Kenyan public holiday, a big shopping day, or one of your own dates (your shop's birthday, a launch). When it is, AI designs a greeting in your brand colours with the words spelled exactly and your logo in the corner, writes the posts, and sends the image to your WhatsApp. Nothing posts until you approve it.
  • +7
BusinessSchedule LinkedIn and Facebook Posts 3x a WeekEvery Monday, Wednesday and Friday at 8:00, AI comes up with a post idea for your business, designs the image in your brand colours, writes the posts and publishes them to LinkedIn and Facebook. The image lands on your WhatsApp so you see what went out.
  • +6
BusinessShopify Social Media Automation: Weekly Product PostsEvery Monday it picks a product from your Shopify store - a different one each week, only ones in stock - and AI designs a promo image from your real product photo: your brand colours, the product name and price spelled exactly, shaped 4:5 for the Instagram and Facebook feed, with your logo placed perfectly. AI then writes the Facebook and Instagram captions, the posts wait for your one-tap approval, and the image lands on your WhatsApp so you see it first. A designer and a social media manager, every week, for a few credits.
  • +7
BusinessPost to Facebook and LinkedIn from WhatsAppSend a product photo to your CiraIQ WhatsApp with a few words - "new mango juice, KES 350". AI turns it into a polished, studio-quality image, writes the posts, and publishes them to LinkedIn and Facebook. The finished image comes back to your WhatsApp.
  • +5
BusinessWooCommerce M-Pesa Store on AutopilotYour whole order process, hands-free. A customer orders on your WooCommerce store and their phone gets an M-Pesa prompt for the exact total. Once they pay, the order is marked paid with the M-Pesa receipt, they get a PDF receipt by SMS, they go into HubSpot with a won deal, and the sale lands in your Airtable sales log. Then every customer gets the right thank-you: big orders get a personal note written by AI and you get a VIP alert, returning customers get a welcome-back SMS with a discount code, and first-timers get you a WhatsApp ping. If they do not pay, they are texted a card payment link and the order is flagged for follow-up. 23 steps, zero manual work.
  • +11
BusinessAI Daily Briefing for Shopify Stores on WhatsAppWake up to your business, summarised. Every morning at 7:00 it pulls yesterday's paid orders from Shopify (revenue, average and biggest order, plus a spreadsheet), checks what is running out of stock, totals your unpaid invoices in Airtable, and searches the web for news in your market. AI turns all of it into a short WhatsApp briefing with your three priorities for the day, and every briefing is saved to Airtable. At the same time, customers with overdue invoices get a polite SMS reminder with their pay link - at most once every 3 days. 19 steps, one message, before your first cup of tea.
  • +9
BusinessShopify Low Stock Alert on WhatsAppEvery morning it checks every product in your Shopify store and, only if something is running low, sends you one WhatsApp listing what to restock and how many are left. Quiet days stay quiet.
  • +3
BusinessM-Pesa Bulk Payment Every Friday from AirtableEvery Friday it pays everyone marked Approved in your Airtable payouts table - riders, suppliers, agents, commissions - straight to M-Pesa, writes Paid and the M-Pesa receipt back on each row, and sends you a summary. Each row can only ever be paid once, and daily and per-person limits stop mistakes.
  • +3
BusinessM-Pesa Receipt by SMS for Every PaymentEvery payment to your Paybill or Till gets a branded PDF receipt, sent to the customer by SMS within seconds, and a row in your Airtable payments log. No more "please send me a receipt" calls, and month-end reconciliation is a filter, not a phone scroll.
  • +3
BusinessM-Pesa for WooCommerce: STK Push on Every OrderWhen a customer places an unpaid order on your WooCommerce store, their phone gets an M-Pesa payment prompt for the exact total. Pay, and the order moves to Processing with the M-Pesa receipt on it and you get a WhatsApp. Ignore it, and the order gets a note so you know to follow up.
  • +3
BusinessM-Pesa Reversal Check for Wrong PaymentsA customer says they paid the wrong amount or paid twice. Send their M-Pesa receipt from your support form, and the workflow checks the transaction with Safaricom. If it is genuine and the amount matches, it reverses the payment (within your limits) and texts the customer; if not, it tells you why so you can reply. It ships as a dry run, so nothing is reversed until you switch that off.
  • +3
BusinessSend an Invoice with a Paystack Payment LinkSend the invoice details from your website form, CRM or another workflow, and the customer gets one email with a PDF invoice and a Paystack link to pay by card, M-Pesa or bank. The invoice is logged in Airtable as Sent. Pair it with "Paystack Webhook: Mark Invoices Paid and Send Receipts" to close the loop.
  • +4
BusinessPaystack Webhook: Mark Invoices Paid and Send ReceiptsThe moment a Paystack payment succeeds, the matching invoice in Airtable is marked Paid, the customer gets a PDF receipt by email, and you get a WhatsApp. Works with "Send an Invoice with a Paystack Payment Link" or any Paystack payment.
  • +3
BusinessShopify Daily Sales Report on WhatsAppEvery evening you get a WhatsApp with today's paid orders and revenue, plus a link to the full list as a spreadsheet (opens in Excel or Google Sheets) - order numbers, customers and totals.
  • +3
BusinessStripe Receipt Email and Airtable Customer ListFor international card sales: when a Stripe Checkout completes, the buyer gets a branded PDF receipt by email and is added to (or updated in) your Airtable customer list with what they bought.
  • +3
BusinessShopify HubSpot Integration with a Thank-you SMSEvery paid Shopify order creates or updates the customer in HubSpot, logs the order as a won deal, and texts the customer a thank-you with their order-status link. Your CRM stays complete without anyone copying orders across.
  • +2
SpecialAI Assistant on WhatsApp for Your BusinessText or voice-note your business and it gets done. Your CiraIQ agent reads your inbox, checks your calendar, updates your sheets and drafts your replies - then answers on WhatsApp, out loud if you spoke. Anything risky waits for your approval. Every button from the other Special templates lands here as a command.
  • +2
SpecialDaily Briefing AI on WhatsApp at 7AMYour whole day on WhatsApp before your first coffee: meetings, the emails that actually need you, what to watch, and the one thing to do first - as a voice note you can listen to on the way, plus a written brief with one-tap buttons: Draft my replies, Plan my day, Clear my afternoon.
  • +3
SpecialAutomated Payment Reminders with a WhatsApp Cash ReportEvery weekday morning it checks who owes you, sends each person a polite email reminder whose tone matches how late they are - friendly, firm, then final - and sends you a WhatsApp cash report: who owes what, who is late, and who you need to call. Works for invoices, rent, school fees and chama contributions.
  • +5
SpecialInstant Lead Response: Reply to Every Lead in SecondsEvery lead from your website, landing page or ads gets a personal reply in seconds - written by AI from what they actually asked - while you get a WhatsApp with who they are, what they need, how hot they are, and a one-tap button to continue the conversation on WhatsApp.
  • +5
WhatsApp AI Assistant with MemoryWhatsApp Trigger → AI Agent (user memory) → WhatsApp reply. A personal assistant that remembers your preferences, tasks and context across messages and days. Requires a connected WhatsApp number.
ConversationalLinkedIn Lead Scraper on WhatsAppAsk your WhatsApp bot to find LinkedIn leads (e.g. "Find 10 restaurant owners in Nairobi") and receive a numbered list of profiles with name, title, company, and location. Requires a RapidAPI key for LinkedIn scraping.
  • +2
ConversationalJob Search Bot on WhatsAppMessage your WhatsApp bot with a job search query (e.g. "Find me React developer jobs in Nairobi") and get a formatted list of matching jobs with AI match scores. Requires a connected WhatsApp number.
  • +1
Automatic Reorder from Your Google Sheets InventoryUpdate your linked google sheet inventory on Cira Iq to auto request from your suppliers where there is stock low and send daily reports on stock update
  • +1
Invoice to Inventory: Supplier Emails to Google SheetsCira IQ helps you pick up emails from your supplier, check for settled invoices everyday and update your catalogues on Excel sheets. You then get a notification on whatsapp with the change that has happened
  • +2
Google Sheets Daily Report on WhatsApp and EmailCira IQ picks up your google sheet which receives data from a source, a delay logic of 24 hrs is set for periodic notifications. The AI does analysis on the file and makes a report on google docs, this report is stored here and a summary notification of changes sent to whatsapp and email
  • +4
AI Social Media Post Generator from TrendsThis workflow picks trends from webhook, creates social media post for varios social media. The Ai also picks up the media posts and generates weekly reports. The AI also goves insights on leads and suggests content in line with leads
  • +8
LinkedIn Newsletter from Your PostsCira IQ takes up linkedin posts or from a webhook plugged website for a company over the set period of time i.e 3 months, 6 months, 1Year and generates a newsletter style summary and puts it on a google docs ready for sending. If accurate the workflow allows for the Ai to post this to an email and gives a notication
  • +2

Connect WhatsApp with

Questions

Can it message my customers?
Yes, from your own WhatsApp Business number, connected on the Enterprise plan. On other plans WhatsApp sends to your own linked phone.
What can I send?
Text, approved templates, images and files, voice notes, reply buttons, lists, call-to-action links and locations.
Can a WhatsApp message start a workflow?
Yes. The WhatsApp Trigger starts a workflow on a message, a button tap or a call. It needs the Basic plan or higher.
Which plan do I need?
Alerts to yourself work on every plan. Starting workflows from WhatsApp and rich messages need Basic; your own business number and calls need Enterprise.

Automate WhatsApp today

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