Automated Whatsapp Reminder

[paulturner]

Hi everyone,

I’m currently trying to automate WhatsApp reminder messages for my customers who borrow books from my store.

I have an Excel file that contains the following columns:

• Customer name
• WhatsApp phone number
• Due date (return deadline)

I would like to send automatic reminder messages a few days before the due date, directly to each customer's WhatsApp number.

My questions are:

1. Is it possible to build this kind of workflow using Pabbly Connect?
2. Can Pabbly read an Excel file (hosted locally or on Google Drive) and trigger a WhatsApp message based on the due date?
3. What WhatsApp service would you recommend (Twilio, 360dialog, etc.) that works best with Pabbly for this use case?

If anyone has done something similar or has a workflow example, I would really appreciate the guidance.

Thank you in advance!

 

[Preeti Paryani]

Hi @paulturner,

Yes, your use case is fully possible with Pabbly Connect, and we have a tutorial on a similar setup to guide you.

Here’s how you can build it:

• Set the workflow to run on a schedule (e.g., daily).
• Use a custom API request to fetch rows from Microsoft Excel (as there is no native action to list all rows) and ensure data is captured in Advanced Format.
  If needed, we can escalate a request for a native action, but we recommend using Google Sheets for better reliability.
• Use the Iterator to process each row.
• Use the Date/Time Formatter to get the current date and add a Filter: “Proceed if today is 3 days before the due date.”
• Finally, send WhatsApp reminders using any service like WhatsApp Cloud API, Pabbly ChatFlow, WATI, AiSensy, 360Dialog, or Twilio — all are compatible with Pabbly.