Workflow Automation & AI Integration

Workflow automation that removes the retyping.

Most teams lose hours every day copying the same information between WhatsApp, Viber, Excel, accounting software and their ERP. We connect those systems and add AI where it helps, so orders, invoices and reports move on their own while your team approves only what matters.

What we build

Order capture

Orders that arrive on WhatsApp, Viber, email or web forms are read and entered into your sheet, Tally or ERP automatically.

Invoice & document flows

Invoices, quotations and delivery notes are drafted from the order, checked and sent for one-tap approval.

System-to-system sync

Customers, products, stock and payments stay in sync across the tools you already use, with no double entry.

Approvals & alerts

The right person is asked to approve at the right step, and problems are flagged on WhatsApp or email.

Reports on autopilot

Daily and weekly reports are compiled and sent automatically, without anyone building them by hand.

AI in the loop

AI reads messages, PDFs and photos, classifies requests and drafts replies, with a person in control.

How it works

Example: a distributor taking orders on Viber

A typical flow, step by step. Every setup is tailored to your tools and approvals.

  1. A customer sends “40 cartons of item 221 by Friday” on Viber.
  2. An AI agent reads the message, matches the product and customer, and checks stock.
  3. It drafts the invoice with the customer’s price and VAT, and asks the sales manager to approve with one tap.
  4. The invoice is sent, the order is recorded in Excel or the ERP, and the dashboard updates.

Tools we connect

WhatsAppViberGmail & OutlookExcelGoogle SheetsTallyOdooQuickBooksHubSpotn8nMakeZapierCustom APIs

How we work

1. Free consultation

We map your processes and data and pick the task where AI pays off first.

2. Pilot in 2–4 weeks

A working solution on one real use case, with success metrics agreed upfront.

3. Build & integrate

Connected to your systems, secured, tested, and your team trained to use it.

4. Run & improve

Monitoring, support and improvements as your business and AI models change.

Questions

No. We connect the tools you already use, such as Excel, Tally, your ERP and messaging apps. Replacing systems is rarely necessary to start automating.
Yes. We design invoice and reporting flows around 13% VAT, TDS and your existing billing setup, and we check IRD e-billing requirements with you before going live.
Every automation has checks, logs and alerts. Important steps wait for a person to approve, and you are notified on WhatsApp or email if anything fails.

Related services

Ready to put AI to work?

Tell us what slows your business down. In a free consultation we’ll show you what AI can automate, and what it could save.

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