# Send a WhatsApp template from an automation

> In SkedX Automate, a Flow step can send a WhatsApp template (Send Message as a template, Send WhatsApp, or Send Template). Pick the template from your approved list under Template; a name typed earlier still works (Type a name instead). Under Fields, each part of the template shows the field that fills it when it sends — chosen when the template was made in SkedX Flow — tagged CRM, Flow, or both: the person’s SkedX CRM record is used first, then their Flow contact. Only a part marked Set when sending asks for data here: click Insert data and pick something from an earlier step, such as the trigger’s class date. Click change on a linked part to give this step its own data instead. An empty part is never sent as a blank: the send stops and names it.

Product: SkedX Automate · Topic: Getting started · Draft — steps not yet re-verified in the live product · Updated 2026-11-04

Pick the template once; each person’s own details fill it when the automation runs.

Part of: Send a WhatsApp template to one person from their record — /help/crm/inbox/send-a-whatsapp-template-from-a-record/ (its video shows the whole feature)

## Step 1: Pick the template

In a SkedX Flow step that sends a WhatsApp template, choose it under **Template** from your approved templates. A name typed in an older automation still works — **Type a name instead**.

## Step 2: Check the fields

Under **Fields**, each part shows the field that fills it when it sends, tagged **CRM**, **Flow** or both — the person’s CRM record is read first. Click **change** to give a part this step’s own data instead.

## Step 3: Fill Set when sending

A part marked **Set when sending** needs data from this automation: click **Insert data** and pick it, such as the trigger’s class date.

## Common questions

### Where does a part’s field come from?

It is chosen when the template is made in SkedX Flow. The same field fills it from the CRM, the inbox and automations.

### What if the person has no value for it?

The send stops and names the empty part — WhatsApp refuses a template with a blank one. Fill the field on their record, or give the part this step’s own data with change.

### Does an automation I built before still work?

Yes. A template name you typed still sends, and values saved by position are read by position.

Videos and screenshots © 2026 SkedX, with sample data only. Share and link to them freely; copying the SkedX product or its design is not allowed. Terms: https://skode.ai/terms/

## Related guides
- Send a WhatsApp template to one person from their record: https://skode.ai/help/crm/inbox/send-a-whatsapp-template-from-a-record/
- Get a WhatsApp template approved: https://skode.ai/help/flow/templates/get-a-whatsapp-template-approved/

Source: https://skode.ai/help/automate/getting-started/send-a-whatsapp-template-from-an-automation/