Business Process Automation

If a person is copying data between two screens, we can take it off their desk.

Any industry, any department, any repetitive process. We map what your team does by hand today, then build the automation that does it — reliably, with an audit trail, and without anyone changing the way they work.

Audit trail on every run
Works with what you own
Your team trained to run it
Purchase-order approval · live Running
New PO submittedForm on the intranet · or an email to po@ Trigger
Read the PDFVendor, amount, GSTIN, line items
Check the masterBudget head, vendor status, duplicate PO
Over ₹2,00,000?Route to Director · otherwise Dept Head Decision
Approve from the phoneEmail + WhatsApp · one tap, no login Notify
Post to TallyVoucher created, PO number stamped
Update the dashboardSpend vs budget, live for finance
1,284Runs this month 0Errors 3 days → 4 hrsApproval time ₹0Extra licences
60–80%Of manual effort removed
4–8 wkTypical first automation
24×7It never takes a day off
100%Every run logged
Where to start

Six signs a process is
begging to be automated

You do not need to know what to automate. If any of these sounds like your Monday morning, we have found the first project.

The eternal spreadsheet

One file everyone edits, nobody trusts, and someone re-types into a second system every evening.

Approvals that sleep

A file sits in someone's inbox for three days because nobody knows it is waiting for them.

Copy-paste between systems

Data typed out of one screen and into another, every single day, by someone paid to think.

The month-end scramble

Two people lose three days assembling the same report that was assembled last month.

Follow-ups by memory

Renewals, reminders and quotation chases happen only when somebody happens to remember.

Documents made by hand

Quotations, certificates, offer letters and invoices retyped from a template every single time.

Any industry

Pick yours. Here is what we would automate first.

These are the processes we are asked for most often in each sector — and the before/after that follows.

Manufacturing & engineering

Quality reports, dispatch papers and the daily production MIS

Before

Shift supervisors fill paper QC sheets. A clerk types them into Excel the next morning, chases missing entries, then emails a production summary that is already a day old. Dispatch documents are made one by one in Word.

After

QC entries go in on a tablet at the line, validated as they are typed. The MIS builds itself and lands in the plant head's inbox at 7 am. Dispatch challan, e-way bill data and packing list generate from the order in one click.

What we buildTablet data-capture forms · rule-based validation · scheduled MIS email · document generation from templates · Tally / ERP posting
1 dayFaster visibility — yesterday's numbers arrive today, not tomorrow
~22 hrsClerical time returned per week across shifts
0Dispatch documents retyped by hand
Healthcare & diagnostics

Appointment reminders, report delivery and corporate billing

Before

A receptionist calls every patient the evening before. Reports are emailed manually one at a time. Corporate health-check billing is reconciled at month-end against a spreadsheet of who actually turned up.

After

Reminders go out on WhatsApp and SMS automatically with a reschedule link. Reports release to a secure patient link the moment they are signed off. Corporate invoices assemble themselves from attendance, package rates and the contract.

What we buildWhatsApp / SMS reminder engine · secure report portal · package-rate billing · TPA and corporate reconciliation · no-show analytics
-34%No-shows, because reminders actually go out every time
InstantReport delivery instead of "we will email it by evening"
3 daysCut from the corporate billing cycle each month
Logistics & transport

Rate quoting, POD collection and freight billing

Before

Every rate enquiry is answered by hunting through a lane-rate Excel. Proof of delivery arrives as a blurry WhatsApp photo in a group. Billing waits until someone matches PODs to trips, usually a fortnight late.

After

Lane plus tonnage produces a quotation in three taps, with the approved rate card enforced. The driver photographs the POD in an app; it attaches itself to the trip. The invoice is ready the day the trip closes.

What we buildRate-matrix quoting engine · driver POD app with GPS stamp · automatic trip-to-invoice · detention and demurrage rules · customer tracking link
10 daysOff the billing cycle — cash arrives sooner
3 tapsFrom enquiry to a priced, approved quotation
100%PODs traceable, none lost in a WhatsApp group
Retail & e-commerce

Order routing, stock sync and returns

Before

Orders from the website, the marketplace and WhatsApp are downloaded into three spreadsheets and merged by hand. Stock counts drift, so items oversell. Returns are tracked in an email folder.

After

Every channel drops into one order queue with the courier already picked by pin code. Stock decrements the moment an order is confirmed, on every channel at once. Returns raise, approve and refund on a defined path.

What we buildMulti-channel order inbox · pin-code courier rules · live stock sync · automated return-merchandise flow · daily channel-wise P&L
-90%Oversell incidents once stock is shared, not copied
~15 hrsWeekly order-merging work removed
Same dayDispatch decisions, not next-morning ones
Real estate & construction

Site-visit follow-ups, payment milestones and broker payouts

Before

Site-visit feedback lives in the sales executive's notebook. Payment-milestone demand letters are typed one at a time. Channel-partner commission is calculated in a spreadsheet that only one person understands.

After

Visit feedback is captured on the phone at the site and triggers the follow-up sequence. Demand letters generate on milestone completion and go out with a payment link. Commission calculates itself the day the booking qualifies.

What we buildMobile site-visit capture · milestone-triggered demand letters · payment-link collection · channel-partner portal · unit-availability grid
Same hourFollow-up starts, not three days after the visit
AutoDemand letters, dispatched on the milestone date
0Commission disputes — the rule is in the system
Education & training

Admissions, fee instalments and certificates

Before

Enquiries arrive on four channels and are counselled from memory. Fee instalment reminders depend on the accounts team remembering. Certificates are made in Word, one per student, at the end of every batch.

After

Every enquiry lands in one queue with the counsellor assigned. Instalment reminders fire on schedule with a payment link attached. Certificates generate for the whole batch in one run, with a QR code that verifies them.

What we buildUnified enquiry queue · counsellor allocation · scheduled fee reminders · bulk certificate generation with verification QR · batch profitability report
-40%Overdue fee instalments once reminders never get skipped
1 runCertificates for an entire batch instead of one by one
Per batchProfitability visible while the batch is still running
Banking, financial services & insurance

Document collection, KYC checks and renewal chases

Before

Customer documents arrive by email in a dozen formats and are filed by hand. KYC completeness is checked visually. Policy and loan renewals are chased from a list someone exports each Monday.

After

A secure upload link collects each document against a named checklist and rejects the wrong one at the door. Completeness is checked automatically and the file only moves when it is genuinely complete. Renewal reminders run on their own schedule with a full contact log.

What we buildSecure document-collection portal · checklist-driven completeness rules · maker-checker approvals · renewal reminder engine · full audit trail per file
-70%Back-and-forth emails asking for the missing paper
Every stepTime-stamped and attributable for audit
0 missedRenewal windows, because the system chases, not a person
Hospitality & facilities

Banquet enquiries, work orders and vendor bills

Before

Banquet enquiries come by phone and are noted on a pad. Housekeeping and maintenance jobs are assigned on WhatsApp with no record of completion. Vendor bills are approved by walking a file around.

After

Enquiries capture date, pax and package and check availability instantly. Work orders are issued with a photo required on completion. Vendor bills are matched to the work order and approved from a phone.

What we buildAvailability-aware enquiry desk · package quotation builder · work-order app with photo proof · three-way bill matching · guest feedback capture
InstantAvailability answers on the first call, not a call-back
Photo-proofOn every completed job, timestamped
-60%Time spent walking bills around for signatures
Professional & corporate services

Proposals, timesheets and milestone billing

Before

Every proposal is rebuilt from the last one somebody can find. Timesheets are chased at month-end. Milestone invoices are raised when a partner remembers that a milestone passed.

After

Proposals assemble from an approved clause library with current rates. Timesheets are prompted daily and locked weekly. Milestone billing raises itself the day the milestone is marked complete, with the engagement letter attached.

What we buildClause-library proposal builder · daily timesheet prompts · milestone-triggered invoicing · utilisation dashboard · retainer renewal radar
-75%Time to produce a proposal, with fewer errors in it
WeeklyTimesheet visibility instead of a month-end scramble
0Milestones billed late because nobody noticed
Types of automation

Six things we take off people's desks

Most projects are a combination of two or three of these. We start with whichever one is costing you the most this month.

Document automation

Quotations, invoices, work orders, certificates, offer letters and contracts generated from live data — correct, branded and numbered, every time.

PDF generationTemplatese-Sign

Workflow & approvals

Multi-step approval chains with escalation, delegation and a full audit trail. Approve from a phone in one tap, without logging into anything.

EscalationDelegationAudit log

System integration

Getting Tally, your ERP, Microsoft 365, your website and your CRM to pass data to each other instead of relying on a human as the middleware.

APIsTally / ERPMicrosoft 365

Communication automation

Reminders, confirmations, follow-ups and escalations on email, WhatsApp and SMS — on a schedule, with a record of who was told what and when.

WhatsApp APIEmailSMS

Reporting & MIS

The report that takes two people three days each month, built once and then delivered automatically at 7 am — with the numbers reconciled.

Scheduled MISPower BIExcel export

AI-assisted steps

Where rules are not enough: reading a scanned invoice, summarising a long email thread, drafting a first-pass reply, classifying an incoming complaint.

Document readingCopilotClassification
The business case

What is that manual process costing you?

Move the sliders to match one process in your organisation. The arithmetic is deliberately conservative — we assume automation removes 70% of the effort, not all of it.

One process, honestly measured

Think of a single repetitive task — the daily MIS, the invoice entry, the follow-up calls — and answer for that one task only.

4
Everyone who touches this task in a normal week.
8
Be honest — include the chasing and the corrections.
₹450
Fully loaded — salary, PF, workspace, supervision.
70%
70% is what we see typically. Some processes go higher.
Recovered every year
₹5,24,160
Not a cheque in the post — it is capacity your team gets back, and errors that stop happening.
Hours currently spent, per year1,664
Hours returned to the team1,165
Equivalent full-time people0.6
Typical build cost recovered in7 months
Indicative only. Assumes 52 working weeks and a mid-range build cost of ₹3–4 lakh; your real figure comes out of the process-mapping session, and we put it in writing before you commit.
We automate with what you already own
Power Automate Power Apps Power BI Microsoft 365 & Graph Excel · Power Query · VBA WhatsApp Business API PHP 8 Python MySQL / SQL Server REST & Webhooks Tally integration Google Workspace Power Automate Power Apps Power BI Microsoft 365 & Graph Excel · Power Query · VBA WhatsApp Business API PHP 8 Python MySQL / SQL Server REST & Webhooks Tally integration Google Workspace
How we run it

Start with one process.
Prove it. Then scale.

We never begin with a twelve-month transformation programme. We begin with the single process that annoys you most, and we make it work.

1

Process mapping

Half a day watching the work happen. We time the steps, count the hand-offs and find where the effort actually goes — it is rarely where people assume.

Week 1
2

Business case & scope

Hours, cost and risk quantified for the current process, against a fixed build price. If the numbers do not work, we will tell you so.

Week 1
3

Design the flow

Triggers, rules, exceptions and who gets told what. Agreed on one page before anything is built — including what should happen when it goes wrong.

Week 2
4

Build & parallel run

We build it, then run it alongside the manual process for two weeks and compare the outputs line by line. Nothing is switched off until they match.

Weeks 3–6
5

Train and hand over

The people whose work changed are trained first and properly. They get documentation, an exception playbook and a named person to call.

Week 7
6

Measure, then take the next one

Thirty days later we measure against the baseline we took in week one. Then we pick the next process — armed with a number that already proved itself.

Week 12 →
Let's automate one thing

Tell us the task your team dreads most

You do not need a project plan or a budget line. Describe one job somebody does by hand every week and roughly how long it takes. We will come back with what it costs you today and what it would take to remove it.

Free process-mapping session
Business case before build
One page design, signed off
Two-week parallel run
Exception playbook included
Your team trained to run it

Or just talk to us

Mon–Sat, 9:30 am – 6:30 pm IST

Automation Enquiry

Pick Business Process Automation in the interest list so it reaches the right team.


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