Business Process Automation
Stop wasting hours on repetitive tasks. Automate invoicing, lead follow-ups, reports, approvals, and WhatsApp notifications — so your team focuses on work that actually grows the business.
8 High-Impact Automations for Indian Businesses
These are the most commonly automated processes for Indian SMEs — each saving significant time every day
Lead Capture & Follow-up
Website form / WhatsApp enquiry → auto-add to CRM → send welcome message → schedule follow-up reminders
Invoice & Payment Automation
Order confirmed → auto-generate invoice → send via email/WhatsApp → payment reminder at 3/7/15 days
Inventory & Purchase Alerts
Stock falls below threshold → auto-create purchase order → WhatsApp alert to manager → vendor notification
Employee Onboarding
New hire form filled → create accounts across systems → send welcome kit → assign tasks → schedule week 1 checklist
Report Generation
Daily/weekly P&L, sales reports, attendance summaries — auto-compiled from multiple sources → WhatsApp / email delivery
Approval Workflows
Purchase request / leave request → WhatsApp to manager → approve/reject button → system updated → requester notified
E-commerce Order Processing
New order on Amazon/Shopify → update inventory → create dispatch slip → notify warehouse → tracking update to customer
WhatsApp Notification Flows
Trigger events in any system → instant WhatsApp alerts to team/customers — no more manual forwarding of updates
Real-World Automation Impact
New Lead from Website
Saves 2 hrs/dayStaff manually copies details from email to Excel → follows up 2 days later if remembered
Auto-added to CRM in 1 sec → instant WhatsApp to lead → follow-up scheduled for Day 1, 3, 7
Monthly Sales Report
Saves 3 hrs/weekManager spends 3 hours pulling data from 5 sources, copying to Excel, formatting, emailing
Report auto-generated every Monday 8 AM from all sources → formatted → WhatsApp + email sent
Invoice Generation
Saves 1.5 hrs/dayAccountant manually creates invoice in Tally, downloads PDF, sends via email or WhatsApp
Order marked complete → invoice auto-created → sent via email + WhatsApp → entered in Tally
Tools & Platforms We Use
We pick the right tool for each job — no-code for speed, custom code for complexity
How Business Process Automation Works
From process discovery to live automation — 4 clear steps
Process Discovery Call
WhatsApp us your most time-consuming tasks — we identify which processes will give the best ROI when automated
Automation Blueprint
We map the workflow, identify triggers/actions, select tools, and present a plan for your approval before any build
Build & Test
Automation built using best-fit tools, tested thoroughly with real data — edge cases handled before go-live
Deploy & Train
Goes live on your systems, team trained, documentation shared — 30 days free support included
Everything in Every Automation Project
Transparent One-Time Pricing
One-time setup fee. Ongoing tool subscriptions (Zapier, Make) are separate and minimal.
Simple
1–2 step automation, single trigger
one-time
- ✓Up to 2 connected apps/systems
- ✓Single trigger → action flow
- ✓Examples: Form → WhatsApp, Order → Invoice
- ✓No-code tool (Zapier / Make)
- ✓Testing and deployment
- ✓15-day support
- ✓Basic documentation
Standard
Multi-step workflow, 3–5 systems
one-time
- ✓Up to 5 connected apps/systems
- ✓Multi-step logic with conditions
- ✓Examples: Lead → CRM → WhatsApp → Follow-up
- ✓No-code + custom script as needed
- ✓Error handling & failure alerts
- ✓Team training session
- ✓30-day support
- ✓Full documentation
Enterprise
Complex multi-system automation
one-time
- ✓Unlimited connected systems
- ✓Complex business logic & conditions
- ✓Custom API development if needed
- ✓Tally / ERP integrations
- ✓Database-level automation
- ✓Dedicated project manager
- ✓60-day support
- ✓Architecture documentation
- ✓Maintenance retainer optional
* Tool subscription costs (Zapier ₹1,500–₹5,000/month, Make ₹1,000–₹3,000/month) are separate. Monthly maintenance retainer available at ₹2,499–₹4,999/month. GST extra on service fee.
Frequently Asked Questions — Business Process Automation
BPA uses technology to execute recurring tasks where manual effort can be replaced — auto-sending invoices, moving data between systems, sending approval requests via WhatsApp, generating reports automatically. It saves time, reduces errors, and lets your team focus on higher-value work.
Lead capture → CRM, invoice generation, payment follow-ups, employee onboarding, purchase order approvals, inventory alerts, social media posting, report generation, GST data compilation. Any repetitive, rule-based task that happens on a schedule or trigger can be automated.
Usually no. We connect your existing software via APIs. Whether you use Tally, Zoho, Google Sheets, WhatsApp, or email — we build automation around what you already use. No system replacement needed.
Zapier and Make for no-code integrations (5,000+ apps), n8n for self-hosted automation, Python/Node.js for complex processing, Google Apps Script for Google Workspace, Power Automate for Microsoft 365, and WhatsApp Business API for messaging automation.
Data entry: 2–4 hrs/day. Invoice & follow-up: 1–2 hrs/day. Report generation: 3–5 hrs/week. Lead management: 2–3 hrs/day. Most clients save 20–40 hours/week after implementing business process automation.
Yes. We automate WhatsApp using Business API (Interakt, AiSensy, WATI). Common setups: order confirmations, shipping updates, payment reminders, appointment alerts, lead follow-up sequences, and new enquiry alerts to your sales team.
Simple (form → notification): 1–3 days. Medium (lead → CRM → follow-up): 5–10 days. Complex multi-system: 2–4 weeks. We give a precise timeline after understanding your specific process in the discovery call.
All projects come with 30 days free post-deployment support. Breakages due to API changes are fixed at no charge during this period. Ongoing maintenance retainers start at ₹2,499/month. We document everything so you understand what was built.
Yes. We have experience with Tally ERP (via TallyPrime connector or ODBC), Zoho CRM/Books/Desk, QuickBooks India, Busy Accounting, and most Indian SaaS tools with APIs. For software without APIs, we use browser automation or structured data export/import.
Simple automation: ₹15,000–₹25,000. Medium workflow: ₹25,000–₹60,000. Complex enterprise: ₹60,000–₹1,50,000+. Monthly maintenance: ₹2,499–₹4,999/month. Tool subscriptions (Zapier, Make) are separate — typically ₹1,500–₹5,000/month for SMEs.
You May Also Need
API & Third-Party Integrations
Integrate different software and platforms — payment, SMS, shipping, CRM.
CRM & Lead Automation
Lead capture, assignment, follow-up — CRM automation so no lead is ever missed.
WhatsApp Business Automation
WhatsApp bots, auto-replies, broadcasts — automate customer communication.
Workflow Automation
Approval workflows, document flows, multi-step processes — fully automated.
Ready to Automate Your Business Processes?
Tell us which tasks eat up your team's time — we will identify the best automations and save you 20+ hours every week.