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Collects as they arrive, acts daily

Get an evening summary of WhatsApp conversations

One email at the end of the day sums up each conversation and lists who is still waiting for an answer.

Runs
Collects as they arrive, acts daily
Apps
WhatsApp Business
AI
Yes, uses the built-in AI allowance
Access
whatsapp_business_management

Send this to your assistant

Create a ClickRuntime automation: collect our WhatsApp messages and every evening at 6pm email me a summary per customer, listing anyone still waiting for a reply at the top.

Paste it into your assistant. It tells you what it will send or change before it runs live.

First time? Adding ClickRuntime to your assistant takes about two minutes.

Why use it

Why teams use this automation

A small team sharing one WhatsApp Business number ends each day with dozens of threads and no clear picture of who still needs an answer. One person thinks a customer was handled, another assumes the opposite, and the follow-up that would have sealed a sale slips to next week. Reading every chat to find out is slow, so it often simply does not happen.

As messages come in and go out, the automation stores them. At 18:00 it groups the day's events by contact, asks ClickRuntime's built-in AI to write a short summary of each conversation and flag the ones that look unresolved, and emails you a single digest. You see what happened and what is waiting.

It helps owners and shift leads who want an end-of-day overview without reading every thread.

What you get out of it

  • Follow-ups stop slipping through

    The digest marks conversations that ended with a question from the customer or a promise from your side. Those are the ones that lose business when forgotten, and you can act on them before closing time.

  • Understand the day in five minutes

    One email with a few lines per contact replaces scrolling through dozens of chats. A manager who was away from the phone all afternoon is fully caught up before they leave.

  • Shared view for a shared number

    When several people reply from one number, nobody sees everything. The digest gives the whole team the same picture, which reduces double replies and customers being asked the same question twice.

  • Spot recurring questions

    Summaries make repeated topics obvious, such as delivery times or sizing. If ten customers asked the same thing, a pinned answer or a product page fix will save the next ten conversations.

  • Handover notes write themselves

    The next day's opener can read yesterday's digest and continue where things stopped, instead of asking the previous shift what was agreed with each customer. That saves the team a morning of rereading threads and keeps promises made to customers from being lost between shifts.

How it works

What happens, step by step

  1. Throughout the day, ClickRuntime keeps a record of every WhatsApp message to and from your business number.

  2. At the end of the day it groups the messages by customer.

  3. AI sums up each conversation in one line and notes who is still waiting for a reply.

  4. You get one email with the summaries, and the record is cleared ready for tomorrow.

Before it runs live

  • Connect WhatsApp Business
  • Paste your automation's link into the other app's webhook settings

What you get

RunsCollects as they arrive, acts daily
Get an evening summary of WhatsApp conversationstoday, 9:00Succeeded
Email · WhatsApp today: 9 conversations+447700900123: asked about catering for 40, sent the Northwind menu. Still waiting for a reply: +447700900456

Build your own

Need it to work differently?

This template is a starting point. Copy the prompt and change it, or describe a different automation from scratch, with your own conditions, more apps or an AI step. Your assistant writes it, tests it and runs it on ClickRuntime.
  • Your own rules

    Conditions, thresholds, filters and exceptions, written the way you'd explain them to a colleague.

  • Any number of apps

    One automation can read from one app and update several others. Over 248 apps are ready, and anything with an API works too.

  • AI where it helps

    Summaries, classification, extraction and drafts use ClickRuntime's built-in AI, with no extra key.

  • On a schedule or on each event

    Runs as often as every 5 minutes, or the moment an app sends an event, and keeps track of what it already handled.

Changes you can ask for

  • Act only on the items that match your own rules, and skip the rest
  • Change what the AI looks for, or how it writes the result
  • Add another app, for example also send it to Slack
  • Combine it with other WhatsApp Business steps into one automation

Under the hood

The code that runs this automation

This is the Python script that runs each time the automation starts. Your AI assistant writes it for you when you send the prompt, and you allow each step in your assistant. To change how the automation works, describe the change to your assistant and it updates the script for you. For every function it can use, see the script reference.
daily_digest_of_conversations.pyexample
from collections import defaultdict
from clickruntime import on_event, on_trigger, state, ai, notify

@on_event
def store(event):
    value = event.json["entry"][0]["changes"][0]["value"]
    log = state.get("today") or []
    for m in value.get("messages", []):
        log.append({"who": m["from"], "dir": "in", "text": m.get("text", {}).get("body", f"[{m['type']}]"), "ts": m["timestamp"]})
    for s in value.get("statuses", []):
        if s["status"] == "sent":
            log.append({"who": s["recipient_id"], "dir": "out", "text": "", "ts": s["timestamp"]})
    state.set("today", log)
    return {"stored": len(log)}

@on_trigger
def digest(event):
    convos = defaultdict(list)
    for e in sorted(state.get("today") or [], key=lambda e: e["ts"]):
        convos[e["who"]].append(e)
    if not convos:
        return {"conversations": 0}
    waiting = [who for who, es in convos.items() if es[-1]["dir"] == "in"]
    text = "\n\n".join(f"+{who}:\n" + "\n".join(f"{e['dir']}: {e['text']}" for e in es if e["text"]) for who, es in convos.items())
    summary = ai.generate(text[:20000], system="Summarise each conversation in one line.", max_output_tokens=600).text
    notify.email_me(f"WhatsApp today: {len(convos)} conversations",
                    summary + "\n\nStill waiting for a reply:\n" + ("\n".join(f"+{w}" for w in waiting) or "nobody"))
    state.set("today", [])
    return {"conversations": len(convos), "waiting": len(waiting)}

FAQ

Common questions

Does the AI see the full text of every message?
The summary is generated from the stored conversation text for that day, using ClickRuntime's built-in AI, so no separate AI key is needed. Think about whether customers expect their messages to be summarized, and mention it in your privacy notice if required.
How does it decide which conversations need follow-up?
It looks at how each conversation ended. A thread whose last message came from the customer, or in which your side promised something, is flagged. It is a helpful signal, not a guarantee, so skim the full list too.
Can I move the digest to a different time?
Yes. 18:00 is only the default. Ask your AI assistant for a different hour, a different time zone, or weekdays only, and you will see the change before it takes effect. Ask your AI assistant and the new time is shown for approval first.
What permissions does it need?
whatsapp_business_management. Nothing else in your accounts is used.
Does it need AI?
Yes. It uses ClickRuntime's built-in AI, so you don't need an OpenAI or Anthropic key. Every plan includes a monthly AI allowance.
How many runs does it use?
One run each time it checks. Checks that find nothing new and stop right away aren't counted.
Can I change how it works?
Yes. Describe the change to your AI assistant, for example a different schedule, channel or filter. It updates the automation, tests it and tells you what changed.

Set up “Get an evening summary of WhatsApp conversations” from your assistant

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