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

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

Ready for 3.0

by Lee Lin · 1,888 views · created 2025-12-30 · CRM, AI Chatbot

Ready for 3.0. This template uses no nodes that n8n 3.0 removes. No removed nodes, versions or helpers found. Static check, last run 2026-10-19.

What this workflow does

This AI workflow has 23 nodes and runs on a schedule (every month at 09:00) (plus 1 other trigger). Along the way it connects OpenAI Chat Model, WhatsApp Business Cloud and Google Sheets. It also calls quickchart.io over HTTP.

How it runs

Trigger: On a schedule (every month at 09:00) (plus 1 other trigger).

  1. Workflow Configuration (Edit Fields (Set)): sets 2 fields: spreadsheetId, sheetName
  2. Filter Text Messages (If): checks a condition and branches into true / false
  3. Get Sales Data (Google Sheets): uses Google Sheets
  4. Normalize Whatsapp Input (Edit Fields (Set)): sets 1 field: chatInput
  5. Data Cleaning (Code): runs custom JavaScript code
  6. Get Latest Forecast (Data table): get
  7. Combine Data for Chart (Merge): merges the data from its input branches
  8. Forecast Engine (Code): runs custom JavaScript code
  9. Parsing Input (Code): runs custom JavaScript code
  10. Prepare Chart Config (Code): runs custom JavaScript code

…plus 7 more steps. See the full node list below.

Services it uses

OpenAI Chat ModelWhatsApp Business CloudGoogle Sheets

HTTP calls to: quickchart.io

Before you upgrade to n8n 3.0

Nothing in this workflow is removed in n8n 3.0, so it should import and run after the upgrade.

Nodes used (14)

From the author

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…

Excerpt from Lee Lin's description on n8n.io.

View the original on n8n.io → Check your own copy

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