Your Free WhatsApp AI Planner & Research Agent Template + Implementation guide

Hi there 👋,

In this tutorial, I’ll show you how to build a WhatsApp AI agent that can plan and research anything for you.

This Deepseek R1 agent is designed to analyze your requests, break them down into structured plans, and fetch real-time data to give you everything you need in seconds.

💡 Want to skip the setup and start using it right away?
📂 Download the JSON template (attached below) and import it directly into N8N.

📺 Watch the full tutorial here:

⚠️ Important: Setting Up Credentials

To ensure your AI agent works in your n8n setup, you’ll need to configure credentials for services like WhatsApp, DeepSeek R1 (via Groq), OpenAI, and SerpAPI.

🔹 If you’ve never used these services in n8n before, watch the parts of the video where I explain how to set them up quickly and easily!

What This WhatsApp AI Planner & Research Agent Can Do

🔹 Business Strategy & Market Research – Analyze competitors, track trends, and gather industry insights effortlessly.

🔹 Travel Planning – Plan detailed itineraries, find budget-friendly stays, coworking spaces, and top attractions with live price data.

🔹 Lead Generation & Outreach – Research potential clients, retrieve company details, and generate prospect lists.

🔹 Content Research & Curation – Summarize news, gather trending topics, and generate AI-assisted content ideas.

🔹 Event & Project Planning – Organize events, manage tasks, and create structured plans with real-time updates.

🔹 SEO & Content Strategy Planning – Generate a keyword research strategy based on real-time search trends, top-ranking articles, and competitor analysis.

🔹 Sales Prospecting – Find business contacts, leads, and company details from web directories and LinkedIn searches.

🔹 News Summarization & Trend Analysis – Stay ahead with AI-curated breaking news, industry insights, and social media trends sourced from reliable outlets.

💡 These are just examples - this AI agent can be adapted to countless other use cases!

How It Works

1️⃣ Setting Up the Planner & Research AI Agents

The Planner Agent acts as the brain, structuring your requests before passing them to the Research Agent for real-time data retrieval.
In this tutorial, I show you how to use DeepSeek R1 as the reasoning model behind your Planner AI.

2️⃣ Fetching Real-Time Information

The Research Agent searches the web using SerpAPI and processes results using GPT-4o Mini, giving you the most relevant insights.

3️⃣ WhatsApp Integration

Communicate with your AI agent directly from WhatsApp - perfect for quick planning and research on the go!
(If you prefer Telegram, you can easily switch to it. I show how to do that in another tutorial.)

4️⃣ Persistent Memory for Better Responses

Your AI agent can have persistent memory by connecting it to a vector database. This allows it to remember past interactions, retrieve relevant context, and improve responses over time.

I’ve covered exactly how to set this up in this tutorial, so if you want to enhance your AI’s memory and make it even smarter, be sure to check it out!

Getting Started

🔹 Step 1: Log in or sign up for N8N.
🔹 Step 2: Download the JSON template (attached below).
🔹 Step 3: Create a new workflow.
🔹 Step 4: Open n8n, click the three dots in the top-right corner of the editor.
🔹 Step 5: Select “Import from file”, then upload the corresponding JSON file.
🔹 Step 6: Add credentials for WhatsApp, OpenAI, SerpAPI, and DeepSeek/Groq.
🔹 Step 7: Save and run a test to ensure everything works.
🔹 Step 8: Activate your workflow.

📂 Below, you’ll find the JSON files:

If you have any questions or need any assistance with implementation, please let me know, I’ll be happy to help. [email protected]

Also, subscribe to my YouTube channel, check my other videos and stay tuned as I’ll be sharing more unique AI Agents, templates, automations, resources, and much more soon.

Thank you for joining me on this journey.
Damian Danelczyk
Founder and Lead AI & Software Engineer @Adaptify AI

Template:

Your Deepseek R1 WhatsApp Planner & Research AI Agent
(Subscribe for Free, then click 'Login.' You’ll receive an email to complete your login and access the template.)