Save WhatsApp messages to Office 365 Excel and send a confirmation reply
Turn every incoming WhatsApp message into an organized Excel row—automatically. Plus, your customers get instant confirmation. No setup headaches, just pure workflow magic.
Manually tracking WhatsApp messages is a headache. Copying each incoming message, switching between apps, pasting into Excel, and then remembering to confirm with the sender wastes precious time and is prone to human error. This routine isn’t just tedious—it risks lost information, slow response times, and missed opportunities to nurture leads or support customers, which can cost your business both money and reputation.
With Botize, you can set up an automation that instantly saves every WhatsApp message directly into an Office 365 Excel sheet and then automatically replies to the sender with a confirmation message—no manual intervention required. You choose the Excel sheet where messages get stored and customize the confirmation text. Plus, you control automation settings like frequency and which messages are tracked, so everything stays organized and professional, all while you reclaim hours normally lost to repetitive tasks.
Take the first step to a smarter workflow: follow the quick guided setup to activate this formula on Botize, tailoring it to your needs and letting automation handle the busywork. Or, if you prefer speed, find the ready-to-use link and start saving time immediately. Your business deserves this level of efficiency—let’s make it happen!
Automate this task with 4 simple prompts
Copy and paste the following prompts into Botize's AI task editor
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1
Access the Botize automated task editor.
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2
Select the AI editing tool.
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3
Set up the automation to trigger as soon as a new WhatsApp message is received.
Copy and paste this prompt into the AI editing tool.
Create a trigger that activates instantly when a new WhatsApp message comes in. ⤵
Click the 'Apply this task' button to confirm.
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4
Make sure to capture the details of the incoming WhatsApp message, like the sender's number, name, message ID, and the message text.
Copy and paste this prompt into the AI editing tool.
When a WhatsApp text message is received, extract and make available information such as the sender’s phone number, name, message ID, and the message content. ⤵
Click the 'Apply this task' button to confirm.
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5
Record the incoming message’s details in an Excel file stored in Office 365.
Copy and paste this prompt into the AI editing tool.
Add a step to insert a new row at the end of a specified Office 365 Excel sheet, filling in the date and time, sender’s number, their name, the message ID, and the message text. ⤵
Click the 'Apply this task' button to confirm.
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6
Send a confirmation reply back to the person who sent the WhatsApp message, letting them know it was received and saved.
Copy and paste this prompt into the AI editing tool.
After saving the message, send an automatic WhatsApp reply to the sender confirming their message has been received and recorded, using the confirmation message you specify. ⤵
Click the 'Apply this task' button to confirm.
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7
Your automation is ready to use. Click the 'Save changes' button.
Save changes
Never Lose a WhatsApp Message Again — Save & Reply in Seconds
Every time someone sends you a message on WhatsApp, this automation quietly gets to work: it logs the details straight into an Excel spreadsheet that lives in your Office 365, and then pings back a reassurance to your customer (“Message received—got it!”). No forgetting, no losing track, no spreadsheets open on three monitors.
| Manual | Botize | |
|---|---|---|
| Open WhatsApp, read message | 1 minute | 0 Minutes |
| Switch to Excel, find the right file and row | 2 minutes | 0 Minutes |
| Copy message, paste details, format | 3 minutes | 0 Minutes |
| Send confirmation reply | 1 minute | 0 Minutes |
| Total | 7 minutes per message (yikes!) | 0 Minutes |
You’re right where you should be if you want every WhatsApp chat safely stored in Office 365 Excel, with a friendly reply sent back in real time. Ditch the manual copy-paste circus—this is the shortcut you’ve been searching for.
Order Intake for Small Shop
A local clothing store receives WhatsApp orders and automatically saves each one to Excel with customer details, replying to each customer instantly that their order was received.
Instant Records
No message slips through the cracks, ever again. Everything is safely stored for you.
Confident Customers
Clients get quick confirmation. Say goodbye to ‘hello?? did you get my message?’
Zero Manual Work
Free your team from endless copy-&-paste and let the robots handle the boring stuff.
Customer Support Follow-ups
A repair service collects support requests via WhatsApp and keeps track of requests with zero admin effort—plus auto-confirmations keep anxious clients happy.
⌾︎ You get important info, orders or leads by WhatsApp and want NOTHING lost.
⌾︎ You’d rather use your brain for big ideas than file management.
✕ You don’t use Office 365 Excel or WhatsApp for work.
✕ You love the thrill of manual data entry (weird flex, but okay).
✓ Change the confirmation message your customers receive to match your tone or brand.
✓ Pick exactly which spreadsheet and columns to record messages in—track only what matters to you.
✓ Easily adjust the automation to trigger for specific keywords, numbers, or even set working hours.
This automation monitors incoming WhatsApp messages and reacts every time a new message is received. Each message is automatically saved in a Office 365 Excel spreadsheet and then a confirmation reply is sent back to the sender. To make it work correctly, you need to provide the URL of the Google Sheets file where each message will be stored and define the confirmation message that will be sent to the user.
