Lee Lin
Workflows by Lee Lin
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 latest_forecast 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. 🤖***Virtual Data Team:*** Instantly add the capabilities of a Data Scientist and Data Analyst to your business or division. It works alongside your existing team to handle the heavy lifting, or stands in as your dedicated automated department. 🧠***Precision & Trust:*** Combines the best of both worlds: rigorous, deterministic code for the math (no hallucinations) and advanced AI for the strategic explanation. You get numbers you can trust with context you can use. ⚡***Decision-Ready Insights:*** Stop digging through dashboards. High-level intelligence is pushed directly to you on WhatsApp, allowing you to make faster, data-driven decisions from anywhere. ## 📬 Want to Customize This? [[email protected]]([email protected])
Monitor hotel competitor rates and answer WhatsApp Q&A using OpenAI GPT-4.1
## How It Works ***Top Branch Workflow A*** **1. The Market Intelligence:** - **Patrols the Market:** Runs hourly to scrape competitor rates for future days. - **Gathers Intel:** If prices spike, it instantly checks event announcements to see if a major event is driving demand. - **Crunches Numbers:** Calculates the exact price gap and filters out noise. **2. The Revenue Manager:** - **Sets Strategy:** The AI Agent reviews the price gaps, competitor moves, and event signals. - **Reports:** Writes a strategic Executive Summary and sends it to your WhatsApp. ***Bottom Branch Workflow B*** **3. The Consultant:** - **Recall:** When you ask a question via WhatsApp, the bot retrieves the saved analysis, historical rates, and event schedule. - **Answer:** It acts as an on-demand analyst, conducting further analysis to give an informed answer to questions ## Setup Steps **1. Config:** Add your hotel + competitor hotels (IDs/names) in the Config node. **2. Monitor Window:** Set how far ahead you want to monitor (e.g., daysAhead = 30) in the Config node. **3. Sensitivity:** Set how sensitive alerts should be (e.g., alert only if competitor moves > 10%) in the Significant Competitor Change node. **4. Connect Credentials:** - Amadeus (to fetch hotel prices) - WhatsApp (to send alerts) - Postgres/SQL (to store price snapshots, history, summary) - OpenAI (for the AI Agents) **5. Event Source:** Update the Fetch VCC nodes to scrape your local convention center or event site. **6. Run a test:** Trigger Workflow A manually and confirm you receive a WhatsApp alert. Reply to that WhatsApp message to test Workflow B (Q&A). ## Use Cases & Benefits **For Revenue Managers:** Automate the "rate shop" routine and catch competitor moves without opening a spreadsheet. **For Sales & Marketing Teams:** Go beyond raw data. Pairing "what changed" with "why changed" instantly. **For Hotel Leadership:** Perfect for GMs and division leaders who need instant, decision-ready alerts via WhatsApp. ⚡ ***Zero-Touch Efficiency:*** Eliminates hours of manual searching by automating rate checks 3x daily. 🧠 ***Contextual Intelligence:*** Tracks price AND explains why it moved by cross-referencing local events. 🤖 ***Actionable Strategy:*** AI doesn't just report numbers; it recommends specific pricing tactics. 📉 ***Long-Term Vision:*** Builds a permanent database of rate history, enabling the AI to answer complex trend questions over time. ## 📬 Want to Customize This? [[email protected]]([email protected])