AI connector use case · Catch up
See everything scheduled for today on WhatsApp
Ask what is going out today: scheduled messages, statuses, campaigns and your own reminders, in one list in time order.
- Reading on
The prompt
Copy this into Claude, ChatGPT or Gemini
What's scheduled in InboxCRM for today and tomorrow? List messages, statuses, campaigns and reminders in time order.
- Reading on: Switch on “Let Claude read my chats and orders” on the Claude tab of InboxCRM’s HTTP API window.
Step by step
How to do it
What you get: A clear view of what will happen today, so nothing goes out by surprise.
- 1Switch on reading in InboxCRM.
- 2Paste the prompt.
- 3The AI reads your calendar for the two days.
- 4Check that each item is still right, and ask the AI to move or cancel anything that is not.
Tips
- Ask for "this week" on Monday mornings.
- Ask the AI to tell you your local time if you work across time zones.
Watch out
Scheduled items only go out while your computer is on and WhatsApp Web is open.
Connector tools used:calendarinboxcrm_status
Not connected yet?
Add one address to your AI app, sign in with your InboxCRM account and choose what it may read and change.
Try these next
Follow-ups
Schedule a WhatsApp message to send later
“Schedule a message to Sara for Friday at 9:00: "Hi Sara, just checking if you had a chance to look at the quotation. Happy to answer any questions."”
See the steps- Changes on
Follow-ups
Set reminders from what customers tell you
“Read today's chats. Wherever a customer asked me to get back to them later, set a reminder for that day at 10:00 with their name and what to do.”
See the steps- Reading on
- Changes on
Campaigns
Schedule a WhatsApp campaign to a customer list
“Schedule a campaign to my "VIP customers" list for Saturday at 10:00: "The holiday gift boxes are back in stock. Reply YES and I'll keep one for you."”
See the steps- Changes on
- Preview first
Turn your WhatsApp inbox into an organised sales workspace
Add the extension, open WhatsApp Web and start organising the chats you already have. No separate CRM to keep in sync.
- Works with your existing WhatsApp Web account
- CRM records stay on your device
- AI optional, your own key