Approvals Done in Hours, Not Days

Stop chasing signatures. Automate purchase orders, leave requests, expense approvals, and document workflows — with rule-based routing, notifications, and full audit trails.

Workflows We Automate

Purchase Order Approvals

Before: PO sits in manager's inbox for 3-5 days

After: Auto-routes based on amount threshold, approved in 4 hours average

Features:

  • Budget check before approval
  • Multi-level approval routing
  • Mobile approval notifications
  • Automatic PO numbering

Invoice Processing

Before: 30 minutes to manually enter each invoice into accounting

After: OCR scans invoice, extracts data, matches to PO automatically

Features:

  • Email-to-invoice extraction
  • 3-way matching (PO, receipt, invoice)
  • Exception handling workflow
  • Payment scheduling

Employee Onboarding

Before: HR manually sends 15+ emails, follows up on documents

After: Automated checklist sends tasks to employee, IT, and payroll

Features:

  • Document collection with e-signature
  • IT asset provisioning triggers
  • Training module assignments
  • Progress tracking dashboard

Leave & Attendance Management

Before: Excel tracking, manual balance calculations, email approvals

After: Self-service portal with instant balance check and approval routing

Features:

  • Leave balance auto-calculation
  • Team calendar visibility
  • Holiday calendar integration
  • Payroll system sync

Contract & Document Generation

Before: Copy-paste old contracts, manually update terms, 2-hour process

After: Template-based generation with auto-fill from CRM data

Features:

  • Clause library management
  • Auto-populate client data
  • Version control and audit trail
  • E-signature integration

Customer Inquiry Routing

Before: Generic inbox, missed queries, 48-hour response time

After: Auto-classify and route to right department within 15 minutes

Features:

  • Keyword-based routing rules
  • SLA timers and escalation
  • Auto-response with ticket number
  • Team workload balancing

Three Types of Automation We Implement

Rule-Based Automation

How it works: If-then rules trigger actions automatically

Best for:

  • Email notifications when status changes
  • Approval routing based on amount/type
  • Data validation and error alerts
  • Scheduled report generation

Example: When PO exceeds ₹50K → route to Finance Head for additional approval

Integration Automation

How it works: Connect 2+ systems to sync data bidirectionally

Best for:

  • CRM → Accounting (invoices)
  • Ecommerce → Inventory (stock updates)
  • HR → Payroll (attendance data)
  • Sales → Production (order queue)

Example: New sale in Shopify → creates invoice in Tally → updates inventory count

Document Processing Automation

How it works: OCR + AI extracts data from PDFs/images

Best for:

  • Invoice data extraction
  • Receipt processing for expenses
  • Customer ID verification (KYC)
  • Form data entry from scans

Example: Email invoice arrives → extracts vendor, amount, date → enters into accounting

Time & Cost Savings from Automation

Based on 60+ automation projects across industries:

⏱️

15-20 hours/week

Average time saved per employee on repetitive tasks

📉

80-90% reduction

In manual data entry errors

70% faster

Approval cycle times

💰

6-9 months

Typical ROI payback period

Our Automation Implementation Process

1

Process Mapping (Week 1)

Shadow your team, document current workflow steps, identify bottlenecks and automation opportunities

2

Design & Build (Weeks 2-4)

Create automation flows, configure rules, build integrations. Weekly demos for feedback

3

Pilot Testing (Week 5)

Run parallel with existing process, measure time savings, fix edge cases and exceptions

4

Rollout & Train (Week 6+)

Full deployment with user training, documentation, and 60-day optimization support

Systems We Commonly Integrate

Accounting & ERP

  • Tally ERP
  • QuickBooks
  • Zoho Books
  • SAP Business One
  • Oracle NetSuite

CRM & Sales

  • Salesforce
  • HubSpot
  • Zoho CRM
  • Pipedrive
  • Freshsales

HR & Payroll

  • Zoho People
  • Keka
  • Darwinbox
  • Workday
  • BambooHR

Ecommerce

  • Shopify
  • WooCommerce
  • Magento
  • Amazon Seller Central
  • Flipkart Seller Hub

Communication

  • Gmail / Outlook
  • WhatsApp Business API
  • Slack
  • Microsoft Teams
  • Telegram

Productivity

  • Google Workspace
  • Microsoft 365
  • Notion
  • Airtable
  • Monday.com

Ready to Automate Your Workflows?

Book a free automation audit and we'll identify 3-5 processes you can automate to save 15+ hours per week.