--- title: "9bot Workflows: how to automate processes in WhatsApp groups without code" description: "Learn what 9bot Workflows are, which triggers exist, where each flow runs and how to create one in the dashboard or by asking an AI through MCP." featured_image: "https://9bot.com.br/wp-content/uploads/2026/08/MCP.png" url: "https://9bot.com.br/en/9bot-workflows-automate-whatsapp-groups/" date_modified: "2026-10-30T02:03:18+00:00" last_updated: "2026-10-30T02:03:18+00:00" --- # 9bot Workflows: how to automate processes in WhatsApp groups without code A 9bot workflow is an automatic flow that starts with an event, such as a received message or a member joining, follows rules you set and runs actions in the group. You build it in the dashboard without coding, or ask an AI to create it through MCP. 9bot dashboardNo codeCreated by AI (MCP) Reading time: 6 min ## In this article 1. [How to create a workflow in the 9bot dashboard](#painel-9bot) 2. [What is a workflow in 9bot](#resposta) 3. [How a workflow works: start, rule, action and monitoring](#etapas) 4. [Which triggers can start a workflow](#gatilhos) 5. [Where a workflow runs: one group, all groups or private](#onde) 6. [How to track and organize your workflows](#gerenciar) 7. [How to create workflows with AI through MCP](#ia) 8. [Workflow examples for WhatsApp groups](#exemplos) 9. [Workflow, scheduling, command or broadcast: when to use each](#quando) 10. [Read also](#artigos-relacionados) 11. [Frequently asked questions](#faq) ## How it works in practice Without 9bot, a new member asks when practice is, nobody answers and he leaves the group. With a 9bot workflow, the member joining triggers a question about his level, the answer follows the right rule and he gets the practice time. Without 9bot, a new member asks when practice is, nobody answers and he leaves the group. With a 9bot workflow, the member joining triggers a question about his level, the answer follows the right rule and he gets the practice time. ![Want to automate your WhatsApp groups? Discover 9bot and set up alerts, commands and integrations in minutes. Free trial](https://9bot.com.br/wp-content/uploads/2026/06/1stBannerUniversal-EN.gif)[](https://9bot.com.br/en/start-now/) ## How to create a workflow in the 9bot dashboard In the side menu, open **Workflows** ("Connect 9bot features so they work together automatically"). The screenshots below come from the real dashboard, in a test group called "Seu Grupo", with member names and contacts blurred. The numbers on the images follow the order of the clicks. ### Step 1: Open the workflow list 1. Use the **Status**, **Source** and **Scope** filters or the search to find a workflow. 2. Click **New workflow**. ![9bot Workflows page with the New workflow button and Status, Source and Scope filters](https://9bot.com.br/wp-content/uploads/2026/10/9bot-workflows-lista-en.webp) Step 1: in Workflows, use the filters or click New workflow. ### Step 2: Create the workflow 1. In **Name**, give it a name, such as "Weekly AI summary", and describe the goal in **Description**. 2. Under **Where should it work?**, choose a group, such as Seu Grupo, **All groups** or **Private**. 3. Under **When should it start?**, choose the start trigger, such as a date and time or a received message. 4. Click **Create workflow**. ![9bot Create workflow window with name, where it should work and when it should start](https://9bot.com.br/wp-content/uploads/2026/10/9bot-workflows-criar-en.webp) Step 2: name it, choose where it works and how it starts, then click Create workflow. Want to try it in your group? See the [9bot plans with a 7-day trial](https://9bot.com.br/en/start-now/). ## What is a workflow in 9bot **Direct answer:** Workflows is the 9bot area that **connects 9bot features so they work together automatically**. When a task has several steps, conditions or exceptions, a workflow ties it all into one visual flow: an event starts it, rules pick the path and actions do the work in the group. You create a workflow in the dashboard, under **Workflows** > **New workflow**, without writing code. You can also ask an AI like ChatGPT or Claude to create it through [9bot MCP](https://9bot.com.br/en/mcp/). ## How a workflow works: start, rule, action and monitoring 1 ### Start Choose the event that triggers the flow, such as a message, a reaction, a member joining or leaving, a date or a time. 2 ### Rule Set conditions so each person or situation follows the right path. 3 ### Action Send messages, update groups, generate reports or trigger an integration. 4 ### Monitoring Test the flow, handle failures and review every run in the history. Each step is built visually. Once it is ready, you test the flow and see what happened in each run. More details on the [9bot features page](https://9bot.com.br/en/more-info/). ## Which triggers can start a workflow In the **Create workflow** window, the question **When should it start?** offers these options: - **At a date and time** - **Integration event** - **Message received** (marked Recommended) - **Mention received** - **Reply received** - **Reaction received** - **Member joined** - **Member left** - **On a schedule** An integration event can come from an outside source, such as a feed. See a practical example in [how to automate a WhatsApp channel with RSS](https://9bot.com.br/en/automate-whatsapp-channel-rss/). ## Where a workflow runs: one group, all groups or private In the same window, the question **Where should it work?** sets the scope of the flow: - **Selected group**: the workflow applies to the group chosen in the dashboard. - **All groups**: available to authorized admins. - **Private**: no automatic link to groups. ## How to track and organize your workflows The **Workflows** page has two tabs, **Workflows** and **Archived**. To find a flow, use the filters: - **Status**: All, Active, Inactive or Draft. - **Source**: Dashboard, MCP or API. This tells you whether the flow was created in the dashboard, by an AI or through an integration. - **Scope**: Groups, All groups or Private. - **Search workflow**: finds a flow by name. ## How to create workflows with AI through MCP With [9bot MCP](https://9bot.com.br/en/mcp/), a compatible AI such as ChatGPT, Claude or another MCP client can create workflows from a plain language request. The path is: you ask, the AI interprets, 9bot MCP checks permissions, groups, recipients and parameters, and Workflows creates the flow. “Every Monday at 9am, generate an engagement report and send it to the admin.” Before turning it on, the AI confirms the group, the recipient and the recurrence. The request becomes a visual flow you can review and manage in the dashboard. The connection uses OAuth, and you can limit the app to authorized groups. Other requests you can make to the AI: - Show the active Workflows. - Turn off this Workflow. - Show the Workflows with recent failures. - Create a recurring Workflow to share links. - Create a weekly report delivery. To see how an assistant such as ChatGPT or Claude can run these routines with controlled permissions, read the guide to [AI agents for WhatsApp community management](https://9bot.com.br/en/whatsapp-ai-agents-community-management/). If your team is evaluating MCP servers, compare the options in [WhatsApp MCP: Meta vs 9bot](https://9bot.com.br/en/whatsapp-mcp-meta-vs-9bot/). ## Workflow examples for WhatsApp groups ### Welcome by level Trigger **Member joined**. 9bot asks the person for their level, the rule splits the answers and each one gets the right message. This is the flow in the simulation above. ### Weekly report for the admin Trigger **On a schedule**. Every Monday at 9am the flow generates an engagement report and sends it to the admin. ### Recurring link sharing Trigger **On a schedule**. The flow posts links in the group on the recurrence you choose. ### Reply to a message Trigger **Message received**. When a message matches your rule, the flow replies or alerts an admin. ## Workflow, scheduling, command or broadcast: when to use each Workflows are made for tasks with several steps, conditions or exceptions. For one step tasks, other 9bot features are quicker: - One message at a set date and time: [scheduling messages in the group](https://9bot.com.br/en/schedule-whatsapp-group-message/). - The same message in several groups: [sending to multiple groups](https://9bot.com.br/en/send-message-to-multiple-whatsapp-groups/). - A fixed reply when someone types a word: [custom commands](https://9bot.com.br/en/custom-commands-whatsapp-group-engagement/). ## Read also - [9bot MCP: connect ChatGPT, Claude and other apps to your WhatsApp](https://9bot.com.br/en/mcp/) - [How to automate a WhatsApp channel with RSS](https://9bot.com.br/en/automate-whatsapp-channel-rss/) - [How to schedule a message in a WhatsApp group](https://9bot.com.br/en/schedule-whatsapp-group-message/) - [How to send the same message to multiple WhatsApp groups](https://9bot.com.br/en/send-message-to-multiple-whatsapp-groups/) - [How to create custom commands to engage your group](https://9bot.com.br/en/custom-commands-whatsapp-group-engagement/) ![Stop managing your WhatsApp group manually: set up commands, alerts and automations with 9bot. 50% OFF: Automate my group](https://9bot.com.br/wp-content/uploads/2026/06/2ndBanner-bot-para-grupos-EN.gif)[](https://9bot.com.br/en/start-now/) ## Frequently asked questions What is a workflow in 9bot? It is an automatic flow that connects 9bot features. An event starts the flow, rules pick the path and actions do the work, such as sending messages, updating groups, generating reports or triggering an integration. Where do I create a workflow in the 9bot dashboard? In the side menu, open Workflows and click New workflow. Give it a name, choose where it runs and how it starts, then click Create workflow. Do I need to code to create a workflow? No. Each step is built visually in the dashboard, with no code. Which events can start a workflow? At a date and time, Integration event, Message received, Mention received, Reply received, Reaction received, Member joined, Member left and On a schedule. Can I ask ChatGPT or Claude to create a workflow? Yes, through 9bot MCP. The AI interprets the request, 9bot checks permissions, groups and recipients, and the AI confirms the details before turning it on. The flow shows up in the dashboard with MCP as its source. How do I see if a workflow failed? Every run is logged in the workflow history. Through MCP, you can also ask the AI to show the workflows with recent failures. Can one workflow apply to all my groups? Yes. When you create it, choose All groups under Where should it work?. This option is available to authorized admins. ![9bot CTA](https://9bot.com.br/wp-content/uploads/2026/05/Automatize-a-gestao-do-seu-grupo-com-o-9bot-EN.png)[ ](https://9bot.com.br/en/start-now/) ## Sitemap See the full [sitemap](https://9bot.com.br/sitemap.md) for all pages, and the [glossary](https://9bot.com.br/glossary/) for 9bot terms.