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Automation

Follow-ups that send themselves, on time, every time

Pick what starts it, then what should happen: a reminder, a tag, a payment link, a ticket, a row in your sheet. Set it once and it runs for every customer.

Twelve ways to start a ruleA run log for every automationIncluded on Unlimited, an Add-on on other plans

What your customer sees, and what watu does

9:41
Shah & Co, CABusiness account
Today
AutomationReminder: your GST filing papers are due by Friday, Mr Verma.10:41
Sending the purchase bills today10:42
AutomationInvoice INV-0412 · filing fee₹4,500Paid
Payment received
Paid just now10:45
Receipt-INV-0412.pdfPDF · receipt
Automation10:47
Message
Meanwhile, in watu
  • Tag added: Papers received
  • Reminders stopped: invoice paid
  • Row added to your Google Sheet

*Illustration

What your team sees

How the screen looks in watu, filled with sample data.

Automation: payment reminder
Starts whenAn invoice is overdue
Wait2 days
Send template‘Your invoice of ₹4,500 is open’
Send payment linkUPI and cards
If no replyafter 1 more day
Assign chatto the Accounts team
Add tagPayment follow-up

Ran 42 times this month. 31 paid without a call.

*Illustration

How it works, step by step

  1. 1

    Choose what starts it

    A new message, a keyword, a tag, a form, an order, a due date or a set time. Twelve starting points.

  2. 2

    Add the steps

    Send a template, wait two days, check a condition, add a tag, assign the chat, send a payment link.

  3. 3

    Switch it on

    The rule runs for every customer it applies to, with their own name and details filled in.

  4. 4

    Check the run log

    See each time it ran and what it did. Switch any rule off in one tap.

Three things that stop happening.

Friday evening

TodayYou remember the three customers you promised to call back on Monday.

With watuThe follow-up goes out on the day you set, with the customer's name and details filled in.

Unpaid invoices

TodaySomeone has to chase every late payment by hand, and it is awkward.

With watuA polite reminder with the payment link goes out by itself, and stops the moment they pay.

New enquiries

TodayA lead arrives at night and nobody tags it, assigns it or replies.

With watuThe first message is answered, tagged and given to the right person in seconds.

Who uses it, and for what

CAs and tax firms

Filing reminders and fee follow-ups go out before each due date.

Clinics

Appointment reminders a day before, and a follow-up a week after.

Gyms

Renewal reminders with a payment link, stopped the moment the member pays.

Online stores

Order confirmation, shipping update and a review request, each at the right time.

Not on this list? See watu for your kind of business

Everything inside

Live today unless markedSoonAdd-on

It can start when

  • A new message arrives
  • A customer writes for the first time
  • A keyword is used
  • A button or list option is tapped
  • A new contact is added
  • A tag is added
  • A chat is assigned
  • A WhatsApp Form is submitted
  • An order is received
  • A subscription is about to end
  • An invoice is overdue
  • A set time arrives

It can then

  • Send a message or approved template
  • Send buttons or a list
  • Add or remove a tag
  • Update a contact field
  • Assign or close the chat
  • Create a deal
  • Send a payment link
  • Raise a ticket
  • Add a row to Google Sheets
  • Tell your own software

Staying in control

  • Wait, then continue
  • Branch on a condition
  • Ready-made starting points
  • Run log for every automation
  • Switch any rule on or off
  • Your morning briefSoon

Which plan? Automation is an Add-on at ₹999 a month on Go Getter, Growth and Pro. It is included on Unlimited and Enterprise.

See plans and prices

Works best with

Automation: your questions

Still unsure? Book a demo and ask us anything.

Book a demo

A chatbot holds a conversation: it asks, listens and branches. Automation reacts to an event, such as a tag, an order or a due date, and does the next steps for you. Most businesses use both.

No. You add a condition, so the rule checks before each step and stops when the invoice is paid or the customer replies.

watu adds nothing. Template messages outside the 24-hour window are charged by Meta at its own rate, on your own card.

Your customers are already messaging. Be ready.

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