Form to trigger a bot that sends a WhatsApp template to a contact, asks them to choose an option, and stores the result in Google Sheets
Collect feedback or preferences from anyone on WhatsApp with a simple form, and store everything in Google Sheets without lifting a finger.
Chasing down contacts individually to send WhatsApp templates, wait for their reply, and then update a Google Sheet by hand? It’s a nightmare of repetitive clicks that drains your energy and makes it easy to miss crucial data—especially when every response counts for reporting, sales leads, or support triage. When you’re stuck in this manual grind, missed follow-ups, slow responses, and incomplete records aren’t just annoying—they’re lost opportunities and a headache during audits or reviews.
This Botize formula completely flips the script: just fill out a simple form with your contact’s number and let automation handle the rest. Instantly, your approved WhatsApp template is sent, the recipient chooses their response from a set of options, and their selection lands neatly in Google Sheets—no more copying, pasting, or risk of human error. You’re free to tailor the frequency, customize the message template, set the available options, and choose exactly what data you want saved, ensuring the process fits your workflow while delivering consistency and speed.
Ready to ditch the busywork and boost your team’s efficiency? Follow the step-by-step guide with Botize or hit the pre-built formula link to have everything set up fast—then watch your communications and records become automatic, organized, and effortless.
Automate this task with 6 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 the automation to start as soon as the trigger is activated.
Copy and paste this prompt into the AI editing tool.
Make sure the automation begins instantly when triggered, so everything starts right away. ⤵
Click the 'Apply this task' button to confirm.
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4
Create and capture responses from a form where users can enter a contact's phone number.
Copy and paste this prompt into the AI editing tool.
Build a simple form that asks for the recipient's phone number. Make sure the phone number is collected with the correct format to send a WhatsApp message later. ⤵
Click the 'Apply this task' button to confirm.
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5
Send a pre-approved WhatsApp template message to the phone number provided.
Copy and paste this prompt into the AI editing tool.
After the user submits the form, send the Meta-approved WhatsApp message template to the provided phone number so the conversation can be initiated. ⤵
Click the 'Apply this task' button to confirm.
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6
Ask the contact a multiple choice question on WhatsApp and present them with several options.
Copy and paste this prompt into the AI editing tool.
Send a WhatsApp message to the contact asking a question, and include a list of answer options (like 'Information', 'Prices', 'Support') so the recipient can select one. ⤵
Click the 'Apply this task' button to confirm.
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7
Send a confirmation message to the contact after they make a selection.
Copy and paste this prompt into the AI editing tool.
Once the contact selects an option from the list, reply to them on WhatsApp with a simple confirmation message like '¡Gracias!'. ⤵
Click the 'Apply this task' button to confirm.
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8
Store the contact's phone number, name, and selected option in a Google Sheets document.
Copy and paste this prompt into the AI editing tool.
Take the contact's phone number, name, and their selected answer, then add all this information as a new row at the end of a Google Sheets spreadsheet. ⤵
Click the 'Apply this task' button to confirm.
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9
Your automation is ready to use. Click the 'Save changes' button.
Save changes
Send Targeted WhatsApp Messages, Get Real Answers – All Saved Automatically
Here’s the magic: You fill in a mini-form with a contact’s phone number. Instantly, a bot sends a pre-approved WhatsApp message to that number, asking them a question with options to choose from. As soon as they reply, their pick (plus any relevant info) gets stored in Google Sheets for you – and they get a friendly confirmation back. All customizable. Zero headaches.
| Manual | Botize | |
|---|---|---|
| Search for number and manually send WhatsApp template message | 3 | 0 Minutes |
| Wait for reply and cross-check the option selected | 2 | 0 Minutes |
| Open Google Sheets, add new row by hand | 2 | 0 Minutes |
| Reply with confirmation manually | 2 | 0 Minutes |
| Total | 9 | 0 Minutes |
Yes, this is exactly the shortcut you were looking for. Forget clunky platforms: finally, WhatsApp automation that just works (and you control it).
Automated Lead Capture for Agencies
A digital agency uses the form at events: whenever a potential client is interested, they submit their phone number. The lead gets a WhatsApp asking if they want a meeting, pricing, or project info. Selections (with contact details) pop straight into a CRM-connected Google Sheet, ready for follow-up.
Instant Feedback
No more chasing – get real answers, fast.
Zero Data Loss
Every response is saved and organized, automatically.
Frictionless Experience
No apps, no confusion – just a WhatsApp conversation.
Booking Confirmations for Clinics
A medical clinic lets reception enter patient numbers. Patients receive a WhatsApp message to choose the service they’re booking for – responses are logged automatically, minimizing paperwork and no-shows.
⌾︎ You want responses from leads, clients, or customers via WhatsApp, and hate transcribing results.
⌾︎ You handle bookings, surveys, feedback or service requests and need records you can trust.
✕ You’re after bulk WhatsApp spam (sorry, nope).
✕ You only need to chat with friends/family and aren’t collecting any info from people.
✓ Easily change the WhatsApp template text and language to match your brand or campaign.
✓ Define which multiple-choice options your contact will see and what gets stored in Google Sheets.
✓ Choose which Google Sheet and columns you want to store data in – perfect for growth or specific use cases.
This task creates a form, and you will find its URL inside the task. In the form, you enter the phone number of a contact. The bot will send a WhatsApp template message (previously approved by Meta), which is required to initiate a conversation according to WhatsApp’s rules. Next, the contact will receive a question with multiple options. When the user selects an option, their data and the selected option are stored in a Google Sheets document, and the contact receives a final confirmation message. You will need to create a message template in Meta and get it approved before running the automation. You can customize the messages, the options, and the data that will be stored in Google Sheets.
