Skip to content

Workflow Automation

The repetitive steps between your tools, done automatically.

Automations that move data between WhatsApp, forms, sheets, Tally and your CRM, so nobody copies and pastes again.

Category
Operations and Business Systems
Typical timeline
1 to 3 weeks per workflow

The problem

What goes wrong today

Someone on your team spends hours each week copying data from one place to another. Orders from WhatsApp go to a sheet, the sheet goes to Tally, and the invoice goes back on WhatsApp. Each copy is a chance for a mistake.

What we build

What you get

  • Order to invoice

    An order confirmed on WhatsApp or the website creates the invoice in Tally or Zoho Books automatically.

  • Approvals on WhatsApp

    Discounts, purchase requests and leave approvals sent to a manager with Approve and Reject buttons.

  • Scheduled reports

    Daily sales, stock or collections summaries sent to the right people every morning.

  • Error alerts

    If a step fails, the right person gets an alert with what went wrong.

How it works

From kickoff to live

1 to 3 weeks per workflow

  1. 01

    Find the repeat work

    We sit with the team for an hour and list every manual copy-paste task.

  2. 02

    Prioritise by hours saved

    We automate the tasks that save the most time first.

  3. 03

    Build and test

    Each workflow is tested with real data alongside the manual process for a week.

  4. 04

    Switch over

    Once the numbers match, the manual step is retired.

Example

A spice exporter in Kochi

Purchase orders arrived as PDFs on email and WhatsApp and were typed into Tally by hand. Each order now creates a draft entry automatically, and the accounts executive reviews and approves it in one click.

Tools and integrations

  • Tally
  • Zoho Books
  • Google Sheets
  • Google Workspace
  • WhatsApp Business API
  • Razorpay
  • Zoho CRM
  • HubSpot

Pricing

Plans start from ₹10,000 a month, based on your requirements.

Get a quote

Questions

Workflow Automation: common questions

Get started

Talk to us about Workflow Automation

Tell us a little about your business. We will tell you whether this service fits, and what a 14-day pilot would aim for.

Office
New Delhi, India

A real person reads every message. No spam, ever.

Book a call