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

Lee LinLee Lin
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2/3/2026
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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 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.

Screenshot 20260118 at 12.51.02 PM.png

📬 Want to Customize This?

leelin.business@gmail.com

n8n Workflow: Send Sales Forecast Charts and Answer QA on WhatsApp with OpenAI

This n8n workflow automates the process of generating sales forecast charts from Google Sheets data and delivering them via WhatsApp. It also integrates with OpenAI to answer questions about the forecast data, providing an interactive experience for sales teams or stakeholders.

What it does

This workflow streamlines the distribution of sales forecast insights and enables AI-powered Q&A:

  1. Scheduled Data Retrieval: On a daily schedule, the workflow fetches sales forecast data from a specified Google Sheet.
  2. Chart Generation: It sends the retrieved data to a chart generation service (via HTTP Request) to create a visual representation of the sales forecast.
  3. WhatsApp Distribution: The generated chart (image) is then sent to a predefined WhatsApp recipient.
  4. Interactive Q&A Trigger: The workflow also listens for incoming messages on WhatsApp.
  5. Query Processing: When a WhatsApp message is received, it extracts the user's question.
  6. AI-Powered Answering: The question is fed to an OpenAI Chat Model, which uses a "Simple Memory" to maintain context and a "Structured Output Parser" to format its response.
  7. Data-Driven Answers: The AI Agent is likely configured to access the sales forecast data (potentially through a "Data table" or by being provided relevant context) to answer questions accurately.
  8. WhatsApp Response: The AI's answer is then sent back to the user on WhatsApp.

Prerequisites/Requirements

To use this workflow, you will need:

  • n8n Instance: A running instance of n8n.
  • Google Sheets Account: Access to a Google Sheet containing your sales forecast data.
  • Chart Generation Service: An external service or API endpoint capable of generating charts from JSON data (configured in the HTTP Request node).
  • WhatsApp Business Cloud Account: A configured WhatsApp Business Cloud account with an associated phone number.
  • OpenAI API Key: An API key for OpenAI to utilize its chat model capabilities.

Setup/Usage

  1. Import the Workflow: Download the JSON content and import it into your n8n instance.
  2. Configure Credentials:
    • Google Sheets: Set up your Google Sheets credential to allow n8n to read data from your spreadsheet.
    • WhatsApp Business Cloud: Configure your WhatsApp Business Cloud credential with your API key and phone number ID.
    • OpenAI: Set up your OpenAI credential with your API key.
  3. Customize Google Sheets Node (ID: 18):
    • Specify the Spreadsheet ID and Sheet Name where your sales forecast data resides.
    • Ensure the "Read" operation is configured to retrieve the necessary data.
  4. Customize HTTP Request Node (ID: 19):
    • Update the URL to your chart generation service's endpoint.
    • Adjust the Method and Body to send the Google Sheets data in the format expected by your chart service.
    • Configure any necessary Headers (e.g., API keys for the chart service).
  5. Customize WhatsApp Business Cloud Node (ID: 827):
    • Set the Phone Number ID and To Phone Number for sending the charts.
    • Ensure the "Send Media Message" operation is selected and correctly references the image URL from the chart generation step.
  6. Customize WhatsApp Trigger Node (ID: 1260):
    • Ensure the webhook is correctly set up to receive incoming WhatsApp messages. This will be automatically handled by n8n when you activate the workflow.
  7. Customize AI Agent (ID: 1119), OpenAI Chat Model (ID: 1153), Simple Memory (ID: 1163), and Structured Output Parser (ID: 1179):
    • Review the configurations for the AI Agent to ensure it can effectively use the provided tools and memory.
    • Adjust the OpenAI Chat Model parameters (e.g., model name, temperature) as needed.
    • The Structured Output Parser might need a schema definition if you expect specific JSON output from the AI.
    • The "Data table" (ID: 1315) can be used to provide static context or a small dataset for the AI to reference. For dynamic data, ensure the AI Agent is configured to access the relevant information from previous nodes (e.g., the Google Sheets data).
  8. Activate the Workflow: Once all configurations are complete, activate the workflow. The scheduled part will run automatically, and the WhatsApp trigger will be live, ready to receive messages.

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