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Consortium groups · Validated Circle

Free Saturdays and clients who understand the draw

Prepare contemplation meetings and answer draw questions on WhatsApp with AI agents using Google Sheets and Gmail.

Works with:Google SheetsGmailYour system (MCP or API)

These are examples. Connect the tool your company already uses for the same job, your own system, or any other app through MCP or API.

Needs

  • SpreadsheetGoogle Sheets, Excel, Airtable or your own system (MCP or API)
  • E-mailGmail, Outlook, your company e-mail or your own system (MCP or API)

The problem and the goal

Prepares contemplation meetings without taking up Saturday and answers draw questions in writing, cutting calls and WhatsApp complaints.

This team builds the pack for each contemplation meeting — which groups are in, who is eligible and what was drawn — from the data in Google Sheets, and handles the complaints that arrive through WhatsApp Business, answering simple cases in writing and escalating the rest. Gmail closes the loop with notices and records for each client.

The team in this Circle

v117
Meeting Prepareron a schedule

Builds the pack for each contemplation meeting: which groups are in, who is eligible to be drawn and what needs to be communicated.

v112
Complaint Responderon a schedule

Sorts complaints coming from WhatsApp, answers simple cases with the group information and forwards the rest with context.

Questions

Free Saturdays and clients who understand the draw

How do I explain to a client why they were not drawn?

The team writes a clear explanation using the group rules and the quota status from the spreadsheet. The client gets the answer on WhatsApp instead of calling upset.

Can I prepare the contemplation meeting without working on Saturday?

Yes: the agent gathers groups, eligible quotas and history before the date and emails the pack. You still run the meeting, but preparation no longer takes your weekend.

Are WhatsApp complaints all logged?

Simple cases are answered with the group information and the rest are forwarded with context. The record stays in Google Sheets and notices go out through Gmail.

Next step

Put an AI team to work this week.

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