Worksheet
Message-to-record workflow
A flow showing the point in a WhatsApp conversation where a message stops being chat and becomes a record, such as an order, an approval or a finished job. It marks where to log it. A one-line rule closes it.
Name: ______________________ Business: ______________________ Date: ______________
Scroll the table sideways to see every column.
| Item | Who owns it | Where it is kept today | What is missing |
|---|---|---|---|
Cross out or rewrite any heading that does not fit your business. From the guide “Is WhatsApp Becoming Your Unofficial Business Software?”, www.gullysystem.com/blog/is-whatsapp-becoming-your-unofficial-business-software