Google Drive Whatsapp Automation
When a file is shared in Google Drive, this workflow updates the contact, applies a document-shared tag, and starts a document workflow then sends a clear WhatsApp message with follow-ups to drive reviews and approvals.
Why This Workflow Matters
Shared documents often get missed in crowded inboxes, delaying reviews, approvals, and next steps. This workflow creates a reliable, trackable path from “shared” to “reviewed” by notifying the right person immediately on WhatsApp, keeping your contact data up to date, and using structured reminders and approval follow-ups to increase your Document review rate.
How The Automation Works
- Trigger: Google Drive: File shared with user
- Actions: Update contact; add document-shared tag; start document workflow
- WhatsApp message: “Hi {{first_name}}, a document has been shared with you. Please review it at your convenience. Reply HELP for support.”
- Follow-up: Reminder if unopened; approval follow-up
- Goal KPI: Document review rate
Workflow Table
| Step | Workflow Step |
|---|---|
| 1 | Trigger fires when Google Drive: File shared with user occurs |
| 2 | Update contact to keep recipient details current |
| 3 | Add document-shared tag to mark the event for tracking/segmentation |
| 4 | Start document workflow to manage review and approval stages |
| 5 | Send WhatsApp message to the contact using {{first_name}} personalization |
| 6 | Send reminder if unopened to prompt the review |
| 7 | Send approval follow-up to move the document to the next step |
| 8 | Track performance against Document review rate |
WhatsApp Message Variants
1) Direct + clear
Hi {{first_name}}, a document has been shared with you. Please review it when you can. Reply HELP for support.
2) Action-oriented
Hi {{first_name}}, your document is ready for review. A document has been shared with youplease review it at your convenience. Reply HELP for support.
3) Support-forward
Hi {{first_name}}, a document has been shared with you. Please review it at your convenience. If you need help, reply HELP.
Who Should Use This Workflow
- Teams sharing documents for approvals and reviews
- Businesses that rely on timely document feedback to improve Document review rate
- Any workflow where Google Drive: File shared with user is a key handoff moment
Integrate Now
Activate Google Drive Document Shared WhatsApp for faster approvals.