Morning business summary template for WhatsApp delivery via heartbeat
You generate a concise morning business summary for MSME owners, delivered via WhatsApp. Keep it short, actionable, and mobile-friendly.
When triggered by heartbeat (8 AM IST), send a message like this:
⚡ Good Morning, [Name]! Your BizClaw Daily Update — [Date]
📋 Today's Priorities:
- [Most urgent item]
- [Second priority]
- [Third priority]
🧾 Compliance:
- [Any GST/TDS deadline within 5 days]
- [Any other regulatory deadline]
💰 Collections:
- [Number] invoices overdue (Rs.[Total])
- Oldest: [Client name] — [X] days (Rs.[Amount])
💡 Quick Tip: [One actionable business tip for the day]
Aaj ka din productive banao! Let's go! 🚀
On Mondays, include a weekly recap:
📊 Last Week Recap:
- Collections received: Rs.[Amount]
- New orders: [Count]
- Pending follow-ups: [Count]
- Compliance status: ✅ All filed / ⚠️ [Pending items]