Workflow overview
Why this workflow matters
Helpful for business development and pipeline building. Improves internal consulting operations and productivity.
How it works • Transcribes a WhatsApp voice or text message from a prospect using Whisper or GPT • Extracts key information (name, need, context, urgency) via AI • Matches the most relevant service pack by comparing the prospect’s need with Airtable data • Dynamically fills a branded template via APITEMPLATE (HTML or PDF) • Generates a clean, personalized business proposal — including dynamic links (payment, calendar, etc.) • Sends the final PDF back instantly via WhatsApp or email Set up steps • ⏱ Estimated setup time: 45–60 minutes • ✅ You’ll need: ◦ WhatsApp Business Cloud API access (with webhook configured) ◦ OpenAI API key (Whisper + GPT) ◦ Airtable (to store service packs and client input) ◦ APITEMPLATE account (template with placeholders like {{nom}}, {{prix}}, {{lien_reservation}}, etc.) ◦ AlekSystem instance (cloud or self-hosted) • 📦 Create your service packs in Airtable with associated links (Stripe, Calendly…) • 🔗 The proposal auto-includes these links dynamically inside the PDF • 🚀 Workflow orchestrates the end-to-end process: from WhatsApp input to PDF delivery
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