Business automation
Stop depending on someone remembering the next step.
Reminders, assignments, status updates and repeat steps can move by rule. Your team can focus on approvals and exceptions that need attention.
Purchase request₹85,000
Today
- Request
- Waiting for approval
- Manager is asked
- Reminder sent by hand
- Approved
- Status updated by hand
- Buyer informed
With rules
- Request
- Amount checked
- Manager decidesAnita decides
- Buyer assigned
- Status updated
- Buyer notified
The rule moves the work. A person steps in when a decision is needed.
Routine work calculator
How much routine work happens in your office every month?
Enter four easy numbers. We’ll show how much of that work follows the same steps each time.
Where work slows down
Eight routine things teams often do by hand.
Each one looks small. Together they can take a lot of time.
- Check“Has the payment come?”
- Ask“Is this approved?”
- Approve“Can we release this order?”
- Copy“Enter the same customer details again.”
- Send“Email the document to the next person.”
- Update“Change the status manually.”
- Remind“Tell someone the due date is tomorrow.”
- Follow up“Ask why the work is still pending.”
When these steps repeat the same way, a rule can handle the routine part.
How it moves
Watch one job move by rule.
A purchase request, from the moment it is raised to the moment the buyer knows.
Purchase request₹85,000
- Purchase request submittedPlant teamA person does this
- Amount checkedOver ₹50,000Happens by rule
- Manager approval neededAnita approvesA person decides
- Buyer assignedSureshHappens by rule
- Status changes to ApprovedHappens by rule
- Buyer is notifiedEmail and in-appHappens by rule
In this example, two steps need a person: one raises the request and one decides. The other four happen by rule.
Only exceptions should need attention.
Routine work that follows the rule keeps moving. Unusual cases stop for your team.
Today
142Moved without waiting
4Need a decision
- Purchase request ₹85,000Above the approval limit
- Credit exceptionCustomer is over the credit limit
- Supplier billAmount does not match the purchase order
- Report deliveryThe email did not go
The numbers above are an example of what this screen looks like, not a figure from your business.
Rules, in plain words
Every rule reads like a sentence.
You decide when something should happen. After that it happens without being asked.
- When a request is above ₹50,000Ask the manager to approveIn-app
- When payment is due in 3 daysSend an email reminderEmail
- When stock goes below reorder levelCreate a purchase request
- Every Monday morningEmail last week's reportEmail
- When a document is submittedAssign the next personIn-app
Reminders and updates go by email or as a notification inside the system.
Manager view
See the exceptions, not every process.
Your team should see what is waiting instead of checking every process one by one.
184
Moved without anyone chasing it
This week, in an example company
Needs attention
- Purchase request ₹85,000Waiting for AnitaWaiting 2h
- Credit exceptionNeeds approvalWaiting 45m
- Supplier billMissing informationWaiting 1d
- Report deliveryFailedWaiting 20m
What we can automate
Explore the areas we can automate.
Start with the work that is taking the most time. Connect the rest later.
Reduce repeated data entry
Capture information once and carry it forward, instead of typing the same details into another form.
Tell the right person when something needs attention
Let a business condition create an alert or task, so the right person knows what needs action.
Email and in-app can be native. WhatsApp requires an integration.
Find the routine work in your business.
Start with the Business Audit and see which process is worth automating first.