Best tools for WhatsApp task automation

Auto-create tasks from WhatsApp

Never lose a task again. Our AI agent lets you auto-create tasks from WhatsApp, instantly turning chats into trackable items in your CRM.

See it in action

how to automate task creation from WhatsApp

Connect WhatsApp to CRM & Stop Losing Leads

When WhatsApp chats aren’t synced, key requests and commitments vanish into a data black hole. Integrate WhatsApp with the CRM to centralize conversations, auto-log interactions, and turn messages into actionable tasks.

This ensures faster responses, complete customer history, and fewer dropped leads, so opportunities never get lost in the scroll.

A task list in a CRM filled with items auto-created from WhatsApp.

WhatsApp task management software

Key Features

AI-Powered Intent Recognition

Our agent uses NLP to understand when a WhatsApp chat contains a task. This is the first step in effective WhatsApp task automation.

Intelligent Data Extraction

The AI intelligently extracts core tasks, identifies due dates, and pulls contact information from the chat, streamlining your WhatsApp task management process.

Automated CRM Task Creation

It then uses our WhatsApp to CRM integration to auto-create tasks from WhatsApp, assigning them to the right person with all necessary context.

Best WhatsApp task automation tools

Use-Cases for Auto-create tasks from WhatsApp

Real Estate Agency

This agency uses WhatsApp task automation to instantly create tasks for assistants, reducing errors and saving hours on scheduling viewings and preparing documents.

Financial Advisor

This firm uses our WhatsApp to CRM integration to capture all client requests, ensuring full compliance and creating a complete audit trail of commitments.

Managed Service Provider

MSP utilizes our WhatsApp task management system to instantly convert client requests into support tickets, thereby improving response times and customer satisfaction.

More Agent Template

Appointment Reminders

Sends automated reminders for scheduled visits via SMS, email, or WhatsApp.

Auto-send welcome email/WhatsApp

Sends automated welcome messages via email or WhatsApp.

Renewal reminders

Sends reminders for upcoming renewals and tracks response.

Follow-up with course leads

Sends follow-ups to prospective students with course info and enrollment prompts.

Auto-offer abandoned cart discounts

Sends discount offers to recover abandoned carts and boost conversions.

KYC reminder workflows

Sends reminders for pending KYC documentation and tracks completion.

Fully autonomous follow-up campaigns

Runs multi-step follow-up sequences without manual input, triggered by lead behavior.

Meeting scheduling with AI negotiation

Negotiates meeting times based on availability, timezone, and urgency.

Auto-send thank-you gifts to VIP clients

Sends branded gifts to top-tier clients based on milestones or deal value.

Social media DM integration

Pulls lead data from Instagram, Facebook, and LinkedIn DMs into CRM.

Inbound Lead Capture Bot

Captures and qualifies inbound leads from web forms, chat, and email.

Event Follow-up Agent

Sends follow-ups after webinars, expos, or demos with personalized messaging.

Automated WhatsApp task creation

Value Proposition

Capture 100% of tasks and commitments made via WhatsApp.

Create a reliable, single source of truth for all action items.

Ensure accountability and timely follow-up on client requests.

Bridge the gap between informal chat and your formal CRM system.

Frequently Asked Questions

Connect it to your WhatsApp Business API number, or simply forward specific chats to the agent's dedicated number or email.

No. You have full control. Archiz WhatsApp task management software only processes the specific chats or messages you explicitly forward.

Yes. Use simple commands like "@teammate" in your forward to direct the task to the right person, a key benefit of WhatsApp task automation.

Archiz CRM WhatsApp integration tool is smart enough to identify and create separate tasks for each distinct action item it finds.

Yes, all data transmitted for automated WhatsApp task creation is protected with end-to-end encryption to ensure your privacy and security.

This is WhatsApp automation improves productivity: by saving hours of manual data entry, allowing your team to focus on high-value work.

Automate with AI

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Don’t let your work get lost in your chats. Turn every conversation into an action. Activate your WhatsApp Task Agent now.

CRM Software has this features:

Every business does things a little bit differently, leading to very diverse needs. While there are some functions that are quite standard across the board, there are often functions that an out-of-the-box solution may not be able to handle.

Thousands of businesses do not use their CRM to its maximum effect, which can reduce productivity, customer satisfaction, and sales. It can be difficult for an organization to implement or manage a CRM tool, especially if they lack the required IT expertise, and what works well for another organization may not work so well for yours

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