Workflow templates / Support
Look up a booking in your sheet
A customer gets their booking details from your Google Sheet by typing the booking number.
Works with: Any channel, A connected app
How it works
- Someone asks about their booking
- They type the booking number
- Your Sheets tool finds the row
- They get the details, or a sorry if it is not there
Steps in the workflow: Trigger, Reply buttons, Send message, Reply buttons, Wait for reply, Hand to the team, Call a tool, End, Condition, Send message, Send message.
Who it is for
Hotels, venues and services that keep bookings in a sheet.
Good to know
- Do I need Google Sheets connected?
- Yes. Connect it in Connectors, then pick its find-a-row tool on the Call a tool step.
- Can they reach a person?
- Yes. Anyone who taps No, thanks can ask for the team.
- What are the channel limits?
- On WhatsApp, a business can message first only with an approved template (needs a WhatsApp Business account); free-form replies work within 24 hours of the customer's last message. It sends one message per recipient per run, and replies need a separate trigger.