Last updated: 27 May 20263 min read
Bulk Messages — Automation
What This Does
WhatsApp Automation lets you schedule recurring bulk WhatsApp messages that are sent automatically on specific days of the month. Once set up, the automation runs every month without any manual action — ideal for sending reminders to clients about recurring tasks like GSTR-1, GSTR-3B, TDS, and so on.
Note: Automation is available for WhatsApp only. Email automation is not supported.
Before You Start
- The Finexo Chrome Extension must be installed in your browser.
- Send Automated Messages toggle must be enabled in the extension.
- The extension fetches and sends scheduled messages every 15 minutes automatically. Click Fetch in the extension to trigger instantly.
- Automation cannot be set for one-time tasks — only recurring tasks are supported.
The Automation List
| Column | Description |
|---|---|
| Name | Name of the automation |
| Description | Optional description |
| Task | The task type this automation targets (e.g. GSTR-1 Monthly) |
| Template | The WhatsApp template used |
| Days | Day(s) of the month the message is sent |
| Hours:Minutes | Time the message is scheduled to send |
| Status to Ignore | Task status to exclude from sending (e.g. Completed) |
| Actions | Edit, Mark Inactive, Delete |
Show Inactive WhatsApp Automation checkbox — toggle to view deactivated automations.
Adding an Automation
- Click + Add Automation.
- Fill in the form:
| Field | Required | Notes |
|---|---|---|
| Name | Yes | Descriptive name for the automation |
| Description | No | Optional notes |
| Task | Yes | Select a recurring task type. One-time tasks cannot be used. |
| Template | Yes | Select a WhatsApp template from saved templates |
| Days | Yes | Comma-separated day(s) of the month (e.g. 5, 10, 15) |
| Time to Send | Yes | Hours and Minutes. Allowed between 8 AM and 10 PM only. |
| Status to Ignore | No | Select Task first, then choose a status to exclude (e.g. Completed — clients whose task is already completed will not receive the message) |
- Click Save.
Important: The set time is when the system starts scheduling messages. It can take up to 20 minutes to begin, and the extension may take an additional 15 minutes to start sending.
How Automation Works
- On the configured day(s) and time, the system queues messages for all clients with the selected task type.
- The Finexo Chrome Extension (with Send Automated Messages enabled) picks up the queue every 15 minutes and sends the WhatsApp messages.
- The automation repeats every month automatically — no manual action required.
- Delivery results are recorded in Automation Reports.
Actions
| Action | Description |
|---|---|
| Edit | Modify the automation settings |
| Mark Inactive | Pause the automation without deleting it |
| Delete | Permanently remove the automation |
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