Send sales forecast charts and answer Q&A on WhatsApp with OpenAI

How It Works Top Branch Workflow

1. The Data Scientist: - Ingest: Pulls historical sales data from Google Sheets. - Math Engine: Runs 7 statistical algorithms (e.g., Seasonal Naive, Linear Trend, Regression). It backtests them against your history and scientifically selects the winner with the lowest error rate.

2. The Data Analyst: - Interpret: The AI Agent takes the mathematical output and translates it into business insights, assigning confidence scores based on error margins. - Report: Generates a visual trend chart (PNG) and sends a complete briefing to your phone.

Bottom Branch Workflow

3. The Consultant: AI Agent 2 handles the follow-up questions. It pulls the latest analysis context and checks historical rate data to give an informed answer. - Recall: When you ask a question via WhatsApp, the bot retrieves the saved forecast state. - Answer: It acts as an on-demand analyst, comparing current forecasts against historical actuals to give you instant answers.

Setup Steps 1) Google Sheet: Prepare columns: Year, Month, Sales. Map the Sheet ID in the "Workflow Configuration" node. 2) Forecast Engine: No config needed. It automatically detects seasonality vs. linear trends. 3) Database: Create a table latestforecast to store the JSON output. 4) Credentials: Connect Google Sheets, OpenAI, and WhatsApp

Use Cases & Benefits For Business Owners: Gain enterprise-grade forecasting on autopilot. Always have a sophisticated financial outlook running in the background 24/7.

For Sales Leaders: Get immediate visibility into future revenue trends. Bypass the wait for end-of-month manual reports and get a strategic "pulse check" delivered instantly to your phone.