Document-Aware WhatsApp AI Bot for Customer Support Google Docs-Powered WhatsApp Support Agent 24/7 WhatsApp AI Assistant with Live Knowledge from Google Docs Description Template Smart WhatsApp AI Assistant Using Google Docs Help customer…
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Document-Aware WhatsApp AI Bot for Customer Support
Google Docs-Powered WhatsApp Support Agent
24/7 WhatsApp AI Assistant with Live Knowledge from Google Docs
Help customers instantly on WhatsApp using a smart AI assistant that reads your company’s internal knowledge from a Google Doc in real time. Built for clubs, restaurants, agencies, or any business where clients ask questions based on a policy, FAQ, or services document.
Users send free-form questions to your WhatsApp Business number (e.g. “What are the gym rules?” or “Are you open today?”)
The bot automatically reads your company’s internal Google Doc (policy, schedule, etc.)
It merges the document content with today’s date and the user’s question to craft a custom AI prompt
The AI (Gemini or ChatGPT) then replies back on WhatsApp using natural, helpful language
All conversations are logged to Google Sheets for reporting or audit
> Bonus: The AI even understands dates inside the document and compares them to today’s date — e.g. if your document says “Closed May 25 for 30 days,” it will say “We're currently closed until June 24.
Connect your WhatsApp Cloud API account (Meta)
Add your Google account and grant access to the Doc containing your company info
Choose your AI model (ChatGPT/OpenAI or Gemini)
Paste your document ID into the Google Docs node
Connect your WhatsApp webhook to Meta (only takes 5 minutes)
Done — start receiving and answering customer questions!
> Works best with free-tier OpenAI/Gemini, Google Docs, and Meta's Cloud API (no phone required). Everything is modular, extensible, and low-code.
Change the Google Doc anytime to update answers — no retraining needed
Add your logo and business name in the AI agent’s “System Prompt”
Add fallback routes like “Escalate to human” if the bot can't help
Clone for multiple brands by duplicating the workflow and swapping in new docs
Need Help Setting It Up?
If you'd like help connecting your WhatsApp Business API, setting up Google Docs access, or customizing this AI assistant for your business or clients…
I offer setup, branding, and customization services:
WhatsApp Cloud API setup & verification
Google OAuth & Doc structure guidance
AI model configuration (OpenAI / Gemini)
Branding & prompt tone customization
Logging, reporting, and escalation logic
Just send a message via:
Email:
WhatsApp: +20 106 180 3236
AI Agent (Agent): The AI agent that orchestrates the workflow — it reasons over the input and decides which tools to call.
cleanAnswer (Code): Runs custom JavaScript to transform or manipulate the data flowing through the workflow.
24-hour window check (Code): Runs custom JavaScript to transform or manipulate the data flowing through the workflow.
If (If): Branches the workflow based on a true/false condition.
Send Pre-approved Template Message to Reopen the Conversation (Whats App): Sends or receives WhatsApp messages.
Send AI Agent's Answer (Whats App): Sends or receives WhatsApp messages.
Google Gemini Chat Model (LLM Chat Google Gemini): Provides Google Gemini as the chat model for the AI steps.
when message received (Whats App Trigger): Starts the workflow when the Whats App event occurs.
Prepare Prompt (AI Transform): Handles the AI Transform step in this workflow.
Google Sheets (Google Sheets): Reads from or writes rows to a Google Sheets spreadsheet.
Date & Time (Date Time): Formats, parses, or calculates dates and times.
company's knowledge (Google Docs): Reads from or writes to a Google Docs document.
Simple Memory (Memory Buffer Window): Gives the AI short-term conversational memory of recent messages.
Who is this for? This template is designed for internal support teams, product specialists, and knowledge managers in technology companies who want to automate ingestion of product documentation and enable AI-driven, retrieval-augmented question answering via WhatsApp. What problem is this workflow solving? Support agents often spend too much time manually searching through lengthy documentation, leading to inconsistent or delayed answers. This solution automates importing, chunking, and indexing product manuals, then uses retrieval-augmented generation (RAG) to answer user queries accurately and quickly with AI via WhatsApp messaging. What these workflows do Workflow 1: Document Ingestion & Indexing Manually triggered to import product documentation from Google Docs. Automatically splits large documents into chunks for efficient searching. Generates vector embeddings for each chunk using OpenAI embeddings. Inserts the embedded chunks and metadata into a MongoDB Atlas vector store, enabling fast semantic search. Workflow 2: AI-Powered Query & Response via WhatsApp Listens for incoming WhatsApp user messages, supporting various types: Text messages: Plain text queries from users. Audio messages: Voice notes transcribed into text for processing. Image messages: Photos or screenshots analyzed to provide contextual answers. Document messages: PDFs, spreadsheets, or other files parsed for relevant content. Converts incoming queries to vector embeddings and performs similarity search on the MongoDB vector store. Uses OpenAI’s GPT-4o-mini model with retrieval-augmented generation to produce concise, context-aware answers. Maintains conversation context across multiple turns using a memory buffer node. Routes different message types to appropriate processing nodes to maximize answer quality. Setup Setting up vector embeddings 1. Authenticate Google Docs and connect your Google Docs URL containing the product documentation you want to index. 2. Authenticate MongoDB Atlas and connect the collection where you want to store the vector embeddings. Create a search index on this collection to support vector similarity queries. 3. Ensure the index name matches the one configured in n8n (data_index). 4. See the example MongoDB search index template below for reference. Setting up chat 1. Authenticate the WhatsApp node with your Meta account credentials to enable message receiving and sending. 2. Connect the MongoDB collection containing embedded product documentation to the MongoDB Vector Search node used for similarity queries. 3. Set up the system prompt in the Knowledge Base Agent node to reflect your company’s tone, answering style, and any business rules, ensuring it references the connected MongoDB collection for context retrieval. Make sure Both MongoDB nodes (in ingestion and chat workflows) are connected to the same collection with: An embedding field storing vector data, Relevant metadata fields (e.g., document ID, source), and The same vector index name configured (e.g., data_index). Search Index Example: { "mappings": { "dynamic": false, "fields": { "_id": { "type": "string" }, "text": { "type": "string" }, "embedding": { "type": "knnVector", "dimensions": 1536, "similarity": "cosine" }, "source": { "type": "string" }, "doc_id": { "type": "string" } } } }
This n8n workflow template creates an intelligent data analysis chatbot that can answer questions about data stored in Google Sheets using OpenAI's GPT-5 Mini model. The system automatically analyzes your spreadsheet data and provides insights through natural language conversations. What This Workflow Does Chat Interface: Provides a conversational interface for asking questions about your data Smart Data Analysis: Uses AI to understand column structures and data relationships Google Sheets Integration: Connects directly to your Google Sheets data Memory Buffer: Maintains conversation context for follow-up questions Automated Column Detection: Automatically identifies and describes your data columns Try It Out! --- 1. Set Up OpenAI Connection Get Your API Key 1. Visit the OpenAI API Keys page. 2. Go to OpenAI Billing. 3. Add funds to your billing account. 4. Copy your API key into your OpenAI credentials in n8n (or your chosen platform). --- 2. Prepare Your Google Sheet Connect Your Data in Google Sheets Data must follow this format: Sample Marketing Data First row contains column names. Data should be in rows 2–100. Log in using OAuth, then select your workbook and sheet. --- 3. Ask Questions of Your Data You can ask natural language questions to analyze your marketing data, such as: Total spend across all campaigns. Spend for Paid Search only. Month-over-month changes in ad spend. Top-performing campaigns by conversion rate. Cost per lead for each channel. --- Need Help or Want to Customize This? rbreen@ynteractive.com LinkedIn n8n Automation Experts
Build a 100% local RAG with n8n, Ollama and Qdrant. This agent uses a semantic database (Qdrant) to answer questions about PDF files. Tutorial Click here to view the YouTube Tutorial How it works Build a chatbot that answers based on documents you provide it (Retrieval Augmented Generation). You can upload as many PDF files as you want to the Qdrant database. The chatbot will use its retrieval tool to fetch the chunks and use them to answer questions. Installation 1. Install n8n + Ollama + Qdrant using the Self-hosted AI starter kit 2. Make sure to install Llama 3.2 and mxbai-embed-large as embeddings model. How to use it 1. First run the "Data Ingestion" part and upload as many PDF files as you want 2. Run the Chatbot and start asking questions about the documents you uploaded
This template quickly shows how to use RAG in n8n. Who is this for? This template is for everyone who wants to start giving knowledge to their Agents through RAG. Requirements Have a PDF with custom knowledge that you want to provide to your agent. Setup No setup required. Just hit Execute Workflow, upload your knowledge document and then start chatting. How to customize this to your needs 1. Add custom instructions to your Agent by changing the prompts in it. 2. Add a different way to load in knowledge to your vector store, e.g. by looking at some Google Drive files or loading knowledge from a table. 2. Exchange the Simple Vector Store nodes with your own vector store tools ready for production. 3. Add a more sophisticated way to rank files found in the vector store. For more information read our docs on RAG in n8n.