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May 7, 2025

10 Tasks You Can Automate Today with AI Agents in WhatsApp

For most businesses, the day is full of small, repetitive tasks: checking spreadsheets, answering the same questions, pulling reports, sending reminders. These tasks are necessary — but they take up time that could be spent on more valuable work.

This is where AI agents come in. And when they live in WhatsApp — the platform your customers and teams are already using — the value increases immediately.

With Unify, you can build and deploy smart, zero-code agents that handle these everyday jobs without lifting a finger. Here's a look at 10 real tasks you can automate today.

1. Send Daily Reports to Your Team

Whether it’s sales figures, support metrics or web traffic stats, your team needs regular updates. Instead of creating manual reports, your Unify agent can:

  • Pull the latest data from a Google Sheet or dashboard
  • Format it neatly
  • Send it in WhatsApp every morning

You stay informed without touching a spreadsheet.

2. Respond to Customer FAQs Automatically

“How do I cancel my booking?”
“Do you deliver to Abu Dhabi?”
“What are your opening hours?”

These are common questions — but answering them one by one takes time. An AI agent connected to your content (like a Notion doc or help centre) can reply instantly and consistently in WhatsApp.

3. Check Stock or Inventory Levels

Instead of logging into your system, just send your agent a quick message like:

“What’s the current stock of product X?”

The agent fetches the live figure from your spreadsheet or database and replies in seconds — ideal for retail, F&B, or warehouse teams.

4. Share Meeting Agendas or Project Updates

Team members often need to be reminded of what’s coming up — especially in remote or async setups.

Your agent can:

  • Check your meeting calendar
  • Pull the latest notes from a document
  • Share it as a WhatsApp message with links or key bullets

No chasing, no copy-pasting.

5. Generate Summaries of Internal Docs

Instead of expecting people to read through full files, let your agent do the heavy lifting.

Just type:

“Summarise the Q2 strategy deck”
…and it replies with the key points, pulled from your connected content.

6. Track and Share Order Updates

For ecommerce, logistics, or services, keeping customers updated is critical. Your WhatsApp agent can:

  • Pull the order status from your CRM
  • Respond to “Where’s my order?” queries
  • Trigger automatic notifications on shipping or delays

You reduce support tickets and build trust.

7. Handle Basic HR Requests

Whether it’s “Where can I find the leave policy?” or “How many days off do I have left?”, your AI agent can act as a 24/7 HR assistant.

Connect it to internal documents or forms, and let staff get answers instantly through WhatsApp.

8. Qualify and Route Sales Leads

When new leads reach out on WhatsApp, your agent can:

  • Ask qualifying questions
  • Store responses
  • Route serious leads to the right salesperson

This keeps your team focused on high-quality conversations without missing early interest.

9. Run Weekly Feedback or Check-In Flows

Need to gather feedback or track progress?

Your WhatsApp agent can run a recurring check-in:

  • Ask set questions
  • Collect answers from team members or customers
  • Store the data in a sheet or database

It’s light-touch, mobile-friendly, and easy to maintain.

10. Automate Internal Reminders

Instead of sending Slack messages or calendar invites, let your agent remind people directly in WhatsApp:

  • “Don’t forget to upload timesheets”
  • “Standup starts in 10 minutes”
  • “Please review the latest proposal draft”

Because it's conversational, it gets noticed — and done.

Build Once, Automate Forever

The best part? You don’t need a developer to set any of this up.

Unify gives you the tools to:

  • Create AI agents in minutes
  • Connect your tools (Google Sheets, Notion, CRMs)
  • Deploy instantly to WhatsApp
  • Adjust logic or responses as your needs evolve

Whether you're a startup founder, team lead, or operations manager, this lets you move faster with less effort.

Try Unify Today!

If you can describe the task, you can automate it — and run it through WhatsApp using Unify. It’s fast to set up, simple to manage, and flexible enough to handle how your business really works.

Start building your own WhatsApp agent today at
👉 https://useunify.com/pricing

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Keeran Gill