Workflow overview
Why this workflow matters
Relevant for managed services and support workflows.
🔍 How it works This workflow turns WhatsApp into a smart email command center using AI. Users can speak or type instructions like: "Send a follow-up to Claire” "Write a draft email to Claire to confirm tomorrow’s meeting at 5 PM” "What is the name of Claire's firm?” The agent transcribes voice notes, extracts intent with GPT, interacts with Gmail (send, draft, search), and replies with a confirmation via WhatsApp — either as text or a voice message. ⚙️ Key Modules Used WhatsApp Business Webhook (Meta) OpenAI Whisper (voice transcription) GPT (intent + content generation) Gmail (search, draft, send) Airtable (contact lookup + memory logging) 🧠 Memory Layer (Optional) The agent logs key fields in Airtable: Recipient email Company / job title And more... This creates a lightweight "gut memory” so the agent feels context-aware. 🗺️ Setup Steps Connect WhatsApp Business API (via Meta Developer Console) Add OpenAI and Gmail credentials in AlekSystem Link your Airtable base for contacts and logging 🧩 Best Use Cases Hands-free email reply while commuting Fast Gmail access for busy consultants / solopreneurs Custom business agents for service-based professionals ⏱️ Estimated Setup Time 30–60 minutes ✅ Requirements WhatsApp Business Cloud access OpenAI API Key Gmail or Google Workspace Airtable account (free plan OK) AlekSystem instance (cloud or self-hosted with HTTPS)
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