SHEET-TRIGGERED RECIPE
Technician on the way.
Instant row from dispatch. Rows come from dispatch boards, a daily run sheet. A new row starts a two-way WhatsApp journey: send the eta → wait for reply → notify dispatch.
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Hi Sarah, Mia is on the way and should arrive around 2:30 pm.
10:02 amYes please, thanks!
10:05 am ✓✓- Category
- Jobs & service
- Meta template category
- Utility
- Send
- When the technician leaves
- Stops when
- They reply, or the job starts
SET UP
1. The sheet.
Only Phone is required, with the country code. The other columns personalise the message and help your team when the customer replies. Keep the column names in row 1 and don’t leave blank rows.
- Name: used in the message or for your team
- Phone: required, with country code (for example +61 412 000 184)
- Technician: used in the message or for your team
- ETA: used in the message or for your team
- Consent (recommended): record that the person agreed to WhatsApp messages, and when
| A | B | C | D | E | |
|---|---|---|---|---|---|
| 1 | Name | Phone | Technician | ETA | Consent |
| 2 | Sarah | +61 412 000 184 | Mia | 2:30 pm | Yes |
| 3 | Tom | +61 433 000 912 | Ben | 9:15 am | Yes |
| 4 | Ana | +64 21 000 457 | Sam | 11:40 am | Yes |
Row 1 holds the column names. The highlighted row is the newest: adding it starts the journey. Example data only.
DATA IN
2. How the rows get there.
Instant row from dispatch. These tools can add a row for each new record. Pick yours for step-by-step setup.
TEMPLATES
3. The messages.
Hi {{1}}, {{2}} is on the way and should arrive around {{3}}.{{1}} = Sarah
{{2}} = Mia
{{3}} = 2:30 pm
Hi Sarah, Mia is on the way and should arrive around 2:30 pm.
10:02 amExample wording. Submit your own version to Meta as a template; Meta confirms the category. Marketing templates need marketing consent and an opt-out.
BUILD
4. Build it in ConvoHut.
- 01
Create the automation. In ConvoHut, open Automations, then Create Automation. Name it and tick the markets you message.
- 02
Choose the trigger. Pick New Sheet Row. Choose the spreadsheet and tab, and map Phone (required) plus Name.
- 03
Add the first message. Add a Send Message node with your approved template. Map each variable to a column.
- 04
Wait for a reply. Add Wait for Reply. On Reply, add Notify Me so your team picks it up in the inbox.
- 05
Handle no reply. On Timeout, end the flow. One message is enough here.
- 06
Pass compliance and activate. ConvoHut checks consent rules and the opt-out for each market you picked. Then click Activate Now, and test with your own number first.
GET IT RIGHT
5. Measure and avoid.
What to measure
- Missed appointments
- “Where are you?” calls
Mistakes to avoid
- Sending an ETA you can’t keep
FAQ
Questions.
Do I need to change how my tools work?
No. Keep using your form, booking or accounting tool. You only need it to add a row to a Google Sheet for each new record, which most tools can do directly or through Zapier or Make.
What if a row has no phone number, or a bad one?
ConvoHut needs a phone number with the country code. Rows without one are skipped, so validate the phone field in your form or export.
Will editing an old row send another message?
A new row starts the journey. Turn on Fast Edit Detection if you want edits to phone, name or email to update the existing contact within seconds.
Is this marketing or utility?
For this recipe we suggest utility. Meta decides the category when it reviews your template. Marketing needs marketing consent and an opt-out.
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