WhatsApp Requests to Tasks with Claude (2026)
Customers and teammates ask for things in WhatsApp and the requests sink. Ask Claude to read the chat and put each request on your task board, with a link back to the message.
Daniel Roth6 min read
On this page
A customer asks for a revised quote in a chat. A teammate asks you to confirm the delivery date. Both messages are fine when they arrive, and by the next afternoon they are forty messages up the list.
With the Blueticks WhatsApp connector, Claude can read those chats and add each request to a task board you already use in the Blueticks web app. Each task can carry the chat name and a short excerpt, so you can find the original message later.
Pulling action items out of a group only reads and lists. This is the write side: Claude creates the tasks.
What can Claude do with your boards?
The connector has a tasks tool for the boards of your own Blueticks web app. It has five actions:
| Action | What it does |
|---|---|
list_boards | Lists your boards, newest first, with task counts |
get_board | Returns one board with its columns and the labels its status and priority columns accept |
list_tasks | Lists the tasks on a board, optionally by status |
create_task | Adds a task |
update_task | Changes a task, or removes it |
list_boards, get_board and list_tasks only read. create_task and update_task write, so Claude should ask you before it calls them.
Two boundaries matter. The tool only reaches your own task boards, not the boards the AI keeps as memory and not audience boards. And it does not read WhatsApp itself. Claude reads the chat with the separate chats_read tool, then writes the task with tasks.
What does a task carry?
A task needs a text, up to 2,000 characters. It can also take a status, a priority, a due date and text or number values for other columns by their title.
Status and priority must match the labels on your board. An unknown label is rejected, which is why Claude should open the board with get_board first and read which labels it accepts.
A task can also carry a source: the chat ID, the chat name, a message key and a short excerpt. That is how a task made from a chat points back to it. Ask for a short excerpt, not the whole conversation.
If a new task has the same text as one already on the board, the tool merges it into the existing one instead of adding a second copy. Claude can override that, so tell it if you want separate tasks.
The prompt
Paste this into a normal Claude chat and change the names:
Using Blueticks, find my task board called "Customer requests" and read which status and priority labels it accepts. Then read the last 24 hours of messages in the WhatsApp chat "Riverside Renovation Crew". Get today's date first. List every request someone made to me, with who asked, roughly when, and a one-line paraphrase. Do not create anything yet. Show me the list and wait for my OK. After I approve, create one task per request on that board, using only the labels the board accepts, set the due date only when the sender gave one, and put the chat name and a short excerpt in the task's source. Then list the board's tasks and tell me which ones were new and which were merged into an existing task.
Claude makes a few calls. It calls tasks with list_boards and get_board, then utils for the date, then chats_read to find the chat and read it. After you approve, it calls create_task once per request and finishes with list_tasks.
A sample result
The board, chat and requests below are invented to show the shape:
I found 3 requests in the last 24 hours:
- Dana asked for the revised tile quote (yesterday, no date given)
- Omer asked whether the kitchen door is 80 or 90 cm (yesterday)
- Lior asked you to confirm the electrician's day (today, "before Friday")
Reply OK and I will add them to "Customer requests".
After you reply, Claude adds them and reports which were new and which were merged into tasks already on the board.
What it will not do
- It does not decide what counts as a request without showing you. Read the list before you approve it.
- It cannot move your WhatsApp messages. The task holds a pointer and a short excerpt; the chat stays where it is.
- It cannot use labels your board does not have. An unknown status or priority label is rejected.
- It cannot edit other people's boards or the AI memory boards.
- Nothing is sent to the people in the chat. This flow only reads the chat and writes to your board.
If you remove a task by mistake, update_task can restore it, because removal is a flag you can set back.
How do you connect Claude?
Add the Blueticks connector to Claude with the hosted server at https://api.blueticks.co/mcp. The /mcp page lists the tools and actions. For what an MCP server is and which tools you get, see the WhatsApp MCP overview.
FAQ
Does Claude create tasks without asking? Only if you tell it to. The prompt above makes it show the list first. Creating a task is a write, so keep that approval step.
Where do the tasks show up? On the boards of your Blueticks web app, the same ones you open there.
What if the same request comes up twice? A task with the same text as an existing one on the board is merged into it, unless you ask Claude to allow duplicates.
Can it assign tasks to people? Not through this tool. A task takes text, status, priority, a due date and text or number values for other columns by title. It has no assignee field, so set the owner on the board in the web app.
