Automate WhatsApp Daily Reports with Make.com — Beginner Guide
Learn how to build a daily WhatsApp chat summary automation in Make.com using TimelinesAI and GPT — so sales managers and founders can finally see what's happening in client and lead conversations without reading every message.
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Disclaimer: This video is for educational purposes only. The workflows, API integrations, and tools demonstrated are shared to help you understand how Make.com automations can be built. Always review the terms of service of TimelinesAI, WhatsApp, OpenAI, and any third-party platforms before deploying similar automations in production, especially when handling client or customer conversations. Ensure your use of WhatsApp chat data complies with applicable data privacy laws (including GDPR, India's DPDP Act, and any region-specific regulations) and that you have proper consent where required. The presenter and channel are not responsible for any account, compliance, or business outcomes resulting from implementations based on this video.
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In this tutorial, we walk through a real-world Make.com scenario that pulls WhatsApp chat history from TimelinesAI via API, processes the messages with OpenAI (GPT), formats the output into clean HTML, and emails a daily summary report to management through Outlook. If you run a sales team, agency, or service business where most client and lead communication happens on WhatsApp, this workflow gives you full visibility — risks, opportunities, miscommitments, and follow-ups — without manually checking every chat.
What you will learn:
Why WhatsApp visibility is a hidden revenue leak for sales teams
How to use the TimelinesAI API to fetch filtered chat history
Working with HTTP modules, authorization tokens, and parsed JSON in Make.com
How to use Iterator, Text Aggregator, and Array Aggregator effectively
Sending chat data into GPT for structured summaries and action points
Formatting the GPT output as clean HTML and delivering it via Outlook
Filtering chats by date so the report only covers the last 24 hours
⏱ Chapters
00:00 The WhatsApp visibility problem for sales teams and founders
03:00 How the solution works (TimelinesAI + GPT + Make.com)
04:00 Setting up the HTTP API call to fetch chat history
08:00 Understanding arrays and JSON responses
10:00 Using the Iterator to split chat messages
14:00 Text Aggregator: combining messages into a clean format
17:00 Sending the conversation to GPT for summarization
24:00 Filtering chats by date and last 24-hour window
27:00 Sending the final HTML summary email via Outlook
29:00 Reviewing the output and refining the GPT prompt
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🔧 Tools used in this video
Make.com (Platinum Partner stack)
TimelinesAI (WhatsApp API integration)
OpenAI GPT
Microsoft Outlook
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