Automations we build
Each example starts with a chore your team does by hand and shows exactly how a system takes it over: what triggers it, which tools are involved and every step in between. These are examples of what we build, not client case studies.
Copy new leads into the CRM
Wholesale, manufacturing, B2B services
IndiaMART and JustDial leads into your CRM, with an instant WhatsApp reply
Every new inquiry from IndiaMART or JustDial is pulled into your CRM, checked for duplicates, assigned to the right salesperson and answered on WhatsApp straight away, so no lead waits for someone to check the portal.
Workflow automation · IndiaMART, JustDial, Your CRM, WhatsApp Business API, Google Sheets
Answer “Where’s my order?” messages
D2C brands and online stores
A WhatsApp bot that answers “Where’s my order?”
Customers message your WhatsApp number and get their order status straight from your store or order system, any time of day. Anything the bot can’t answer goes to a person with the full conversation attached.
AI agents & chatbots · WhatsApp Business API, Shopify, Courier tracking, Your support inbox
Chase unpaid invoices
Service businesses, distributors, agencies
GST invoices that send themselves, and reminders that stop when you’re paid
When an order is confirmed or a job is done, a GST invoice is created from your data and sent to the customer. Reminders follow on a schedule you choose and stop automatically when the payment is recorded.
Workflow automation · Your CRM or ERP, Tally or Zoho Books, Razorpay, Email, WhatsApp Business API
Re-type orders into Tally
Distributors, wholesalers, manufacturers
Tally and your CRM, finally in sync
Customer records, invoices and outstanding balances flow between Tally and your CRM, so salespeople see payment status before they call and accounts stops re-typing orders.
ERP development · Tally Prime, Your CRM, A small sync service
Update the stock sheet
Retail, D2C, distributors
Low stock alerts that raise the purchase order for you
Stock levels are watched after every sale, return and delivery. When an item falls below its reorder level, a draft purchase order is prepared for approval and sent to the supplier once approved.
ERP development · Your ERP or inventory sheet, Shopify or POS, Email, WhatsApp Business API
Build Monday’s sales report
Retail chains, D2C brands, restaurants
The sales report that builds itself every morning
Sales from your POS, online store and marketplaces are pulled together overnight into one dashboard, with a short summary sent to the owner each morning. Nobody builds the report by hand.
Dashboards & reporting · POS, Shopify, Marketplaces, Google Sheets or a database, Looker Studio or Power BI
Have a chore that isn’t on this list?
Most aren’t. Bring yours to the free audit and we’ll tell you whether it can be automated and what it would take.