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This guide shows you how to automatically send WhatsApp reminders whenever a new row is added to a Google Sheet. The reminder will be sent at the scheduled date and time using a Chatzy Journey.

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Step 1: Create a Google Sheet

Create a Google Sheet containing all the information required for your reminder, such as:
  • Customer Name
  • Phone Number
  • Reminder Date & Time
  • Message Details
  • Any other custom fields

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Step 2: Create an Apps Script

Open your Google Sheet and navigate to Extensions → Apps Script. Create a script that watches for new or updated rows and sends the row data to a Chatzy webhook once all the required fields are filled.
Tip: You can use any LLM to generate an Apps Script that sends a POST request to your webhook with the required data.

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Step 3: Create a Journey

Create a new Journey in Chatzy.
  • Set the Trigger to Inbound Webhook.
  • Copy the generated webhook URL.
Paste this webhook URL into your Google Apps Script so it can trigger the Journey whenever new data is available.

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Step 4: Create a WhatsApp Template

Create the WhatsApp template that will be sent as the reminder message. Refer to the guide below: https://docs.chatzy.ai/message-templates/whatsapp-templates

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Step 5: Add a Wait Until Action

Inside the same Journey, add a Wait Until action. Configure it as follows:
  • Event: Time remaining before external event
Make sure the date and time received from your webhook match the format expected by the Wait Until action. For supported fields and date formats, refer to: https://docs.chatzy.ai/journey/studio/actions/wait-until#configuration-fields

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Step 6: Add a Send Message Action

After the Wait Until action, add a Send Message action. Configure the action as follows:
  • Select your WhatsApp Template.
  • Under Existing Conversation Config, choose Make part of conversation.
  • Keep Assigned to AI Agent enabled.
For more details, see: https://docs.chatzy.ai/journey/studio/actions/send-message

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Step 7: Publish the Journey

Save your Journey and click Publish to make it live.

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Step 8: Test the Automation

Add a new row to your Google Sheet and ensure all required fields are filled. Once your Apps Script sends the webhook request:
  1. The Journey will start automatically.
  2. The Wait Until action will pause the Journey until the scheduled time.
  3. The WhatsApp reminder will be sent automatically using your selected template.
That’s it! Your Google Sheet is now connected to Chatzy, allowing you to send scheduled WhatsApp reminders without any manual intervention.