AI-Powered WhatsApp Automation Tool for ProfessionalsRecord inserted or updated successfully.
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AI-Powered WhatsApp Automation Tool for Professionals

Author : CA Ratan Singh Tanwar

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The Problem

Chartered Accountants need to regularly remind clients about:

ITR filing deadlines

Compliance dates

Document submissions

General updates


Manual messaging is:

Time-consuming

Error-prone

Difficult to scale with hundreds of clients


The Solution: TanwarWASender

A GUI-based desktop automation tool that enables professionals to:

Select client lists from Excel

Draft dynamic WhatsApp messages with personalization

Automatically send messages using browser automation

Save hours of manual work each week


Key Features

Excel Integration: Import client data directly from spreadsheets

Dynamic Messaging: Use variables like {name}, {date}, {sender_name}

Automation: Send messages without manual intervention

User-friendly Interface: Simple design with animated banner

Compliance-friendly: Designed to respect WhatsApp's policies


Technology Stack

ComponentPurpose
TkinterGUI development
PandasExcel data processing
Selenium WebDriverWhatsApp Web automation
ChromeDriverManagerAuto-install browser drivers
ThreadingNon-blocking operations
WebbrowserContact link redirection
String ProcessingDynamic message personalization

Live Demonstration

Launch the application (.exe or .py)

Upload Excel with client data

Enter template message with variables

Start sending , It’ll redirect WhatsApp application in google chrome

Scan the QR Code in your mobile phone to give access

Once logged in to the WhatsApp Web navigate to Sender application and click ok to the pop up




How It Works

Import Contacts: Load client data from Excel

Create Message: Draft template with variables

Initialize Browser: Launch WhatsApp Web

Send Messages: Automate sending with proper delays

Confirm Delivery: Track message status

https://www.youtube.com/shorts/AffDdDhFoKM?feature=share


Technical Challenges & Solutions ChallengeSolution
Automation detectionImplemented strategic delays between actions
QR code login timeoutAdded user prompt for manual scanning
Unicode/emoji issuesCreated sanitization function for messages
Headless operationMaintained visible browser for policy compliance


Prompt

i have an excel sheet containing the following details of my clinets starting from column no A like - S.No. Code Name of Assessee Status Date of Preview Contact Person Mobile , i have to send these clinets and whats app message , as financial year 2024-25 , passed and ITR filing of the FY 2024-25 ( AY 2025-26) is going to be commenced shortly as income tax form to be realeased by the department , meawhile we need your financial information as your end to smootly make the process of filling and anylysing your data propely to avoide the last movement rush , for this draft a code to send the whatsapp message all these clients , and draft the message first generate the professional prompt


Message template

Dear {name} ,< this will be selected form your excel sheet

Greetings from *{brand}*... brand name will be selected form brand Tab in the GUI

The Institute of Chartered Accountants of India (ICAI) proudly invites you to AI Hackathon Season 3, Episode 8 – Live Demonstration of AI Use Cases!    πŸ“… Date: 16th May 2025 (Friday)    πŸ•’ Time: 3:30 PM to 5:30 PM    πŸ† Special Highlights:        Live AI Use Case Demonstrations        Opportunity to earn 2 Unstructured CPE Hours        Witness groundbreaking AI innovations presented by Chartered Accountants    πŸ”— Register Now: https://ai.icai.org/event_details.php?id=122

          

 Warm regards,

*{sender_name}* AI in ICAI will be selected form this application.

 Mobile: {mobile} will be selected form this application.

 Email: {email} will be selected form this application.

 LinkedIn: {linkedin} will be selected form this application.


Message give in box will be a common for all remaining par be dynamic and personalized