Lee Lin
Templates by Lee Lin
Send sales forecast charts and answer Q&A on WhatsApp with OpenAI
How It Works Top Branch Workflow 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. 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 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 latest_forecast 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
By Lee LinMonitor hotel competitor rates and answer WhatsApp Q&A using OpenAI GPT-4.1
How It Works Top Branch Workflow A The Market Intelligence: Patrols the Market: Runs hourly to scrape competitor rates for future days. Gathers Intel: If prices spike, it instantly checks event announcements to see if a major event is driving demand. Crunches Numbers: Calculates the exact price gap and filters out noise. The Revenue Manager: Sets Strategy: The AI Agent reviews the price gaps, competitor moves, and event signals. Reports: Writes a strategic Executive Summary and sends it to your WhatsApp. Bottom Branch Workflow B The Consultant: Recall: When you ask a question via WhatsApp, the bot retrieves the saved analysis, historical rates, and event schedule. Answer: It acts as an on-demand analyst, conducting further analysis to give an informed answer to questions Setup Steps Config: Add your hotel + competitor hotels (IDs/names) in the Config node. Monitor Window: Set how far ahead you want to monitor (e.g., daysAhead = 30) in the Config node. Sensitivity: Set how sensitive alerts should be (e.g., alert only if competitor moves > 10%) in the Significant Competitor Change node. Connect Credentials: Amadeus (to fetch hotel prices) WhatsApp (to send alerts) Postgres/SQL (to store price snapshots, history, summary) OpenAI (for the AI Agents) Event Source: Update the Fetch VCC nodes to scrape your local convention center or event site. Run a test: Trigger Workflow A manually and confirm you receive a WhatsApp alert. Reply to that WhatsApp message to test Workflow B (Q&A). Use Cases & Benefits For Revenue Managers: Automate the "rate shop" routine and catch competitor moves without opening a spreadsheet. For Sales & Marketing Teams: Go beyond raw data. Pairing "what changed" with "why changed" instantly. For Hotel Leadership: Perfect for GMs and division leaders who need instant, decision-ready alerts via WhatsApp. ⚡ Zero-Touch Efficiency: Eliminates hours of manual searching by automating rate checks 3x daily. 🧠 Contextual Intelligence: Tracks price AND explains why it moved by cross-referencing local events. 🤖 Actionable Strategy: AI doesn't just report numbers; it recommends specific pricing tactics. 📉 Long-Term Vision: Builds a permanent database of rate history, enabling the AI to answer complex trend questions over time. 📬 Want to Customize This? leelin.business@gmail.com
By Lee Lin