How to get a daily or weekly summary of your WhatsApp groups
Summaries read the groups you choose on a daily or weekly schedule and write you a short recap. You can tell it what you care about, and get the summary sent to your own WhatsApp.
Create a summary
- Open Summaries in the sidebar, under Groups.
- Click New summary.
- Type a Name, for example "Sales groups, daily".
- Tick the Groups to include (up to 25).
- Optionally fill in What do you want to know?, for example "Any pricing questions or complaints?".
- Under How often, choose daily or weekly. For weekly, pick the day in On.
- Set the time in At. It uses your account time zone.
- Optionally tick Also send it to my WhatsApp.
- Click Create summary.
To get it on WhatsApp, save your mobile number in My Profile first. The summary goes to that number. Quiet periods send nothing.
What a summary contains
Each scheduled run covers the messages since the previous run. Groups with no messages show No messages in this period. For a very busy group, only the most recent 2,000 messages in the period are included.
- A short overview for each group, plus Across your groups when two or more groups were active.
- What you wanted to know: points that match your question, when you wrote one.
- Highlights.
- Needs action.
- Open questions.
Run, pause, edit or delete
Recent summaries appear below Your summaries. Click one to read it.
- Run now: makes a summary straight away. It covers the last day for a daily summary, or the last 7 days for a weekly one. You can run summaries by hand up to 10 times an hour.
- Pause and Resume: stop or restart the schedule.
- Edit: change the name, groups, question, schedule or WhatsApp delivery.
- Delete: removes the summary. Summaries it already made stay in your history.
Common questions
Why is my summary empty?
Summaries only see messages your linked number received while it was in the group. If nobody wrote in the period, there is nothing to summarise.
How many summaries can I set up?
Up to 20, each with up to 25 groups.
The WhatsApp option is greyed out. Why?
Save your mobile number in My Profile first. Then the Also send it to my WhatsApp option can be ticked.
Why did the WhatsApp message end with "trimmed"?
Long summaries are shortened for WhatsApp. The full summary is always in the app.
