AI & automation · Workflow automation

We connect the apps your business already pays for so data moves between them without anyone copying it. Every flow is written down, logs each run and tells a named person when something fails.

Accounts executiveSaffron Leaf Foods

↓Each loop takes one person's repeat chores off their calendar and turns them into a flow that runs on its own.

In plain words

Workflow automation,explained without jargon.

What is workflow automation?

One idea at a time. Each sheet lays over the last, so the picture builds up. Tap a number to jump.

Think of it like this

It is like a reliable office runner who carries each file to the right desk the moment it arrives and never forgets a stop.

01 / 04

It is a set of rules that says when one thing happens, do these other things.

02 / 04

A new form entry, a paid Razorpay order or an email with an attachment can each start a chain of steps across different apps.

03 / 04

Tools like n8n, Make and Zapier let these chains be built visually, and custom code handles cases they cannot.

04 / 04

AI can be added as one step, for example to sort an email by topic.

An example

Picture a business like yours,in three frames.

A typical situation, not a client story. The line in each frame goes from tangled to straight as the work is done.

A Surat textile wholesaler tracking orders from WhatsApp to dispatch

Signs you need it

Heard yourself say this?Count how many fit.

Five things owners tell us before a project like this starts. Every one you recognise adds a tally mark.

Your tally0of 5

Tap the lines you have said this year.

What you receive

Six parts,all handed over to you.

Your Workflow automation work is made of these six parts. The comb lights each one in turn; tap a cell to read it.

Workflow automation
Part 01 of 06

Process map

A one-page diagram of each workflow showing triggers, steps, decisions and who is notified, written in plain language.

  • Process map
  • Built and tested flows
  • Error handling and retries
  • Run log
  • Credential register
  • Team walkthrough
The decision

The question we hear most:Zapier, Make, n8n or custom code?

The board turns through each option. Tap one to hold it and read the trade-off.

Pick this when

You have modest volumes, popular apps and a team member who wants to edit flows in a visual editor.

The trade-off

Pricing is per task or operation, so costs climb quickly as volume grows, and data passes through their servers abroad.

How it runs

Four legs of one relay,about 6 weeks, start to finish.

Each leg is sized by how long it usually takes. Watch the baton go round, or tap a leg to jump there.

Leg 1 of 4Week 1Shadow the current process
Common mistakes

Four things that trip a project,and the fix we fit instead.

Each fuse is a mistake we see often. Watch it blow and get replaced, or tap a fuse to read the fix.

Trips when

Automating a process nobody has written down

How we avoid it

We map the steps first, because automating a muddled process only makes the muddle faster.

What shapes the quote

Four factors,four corners of your project.

Each corner grows when that factor is on the larger side. The outline is your project's footprint, and the quote follows it.

Footprint

A compact project. The smallest footprint for your quote.

Workflow automation questions,answered plainly.

Search the answers. If yours is missing, ask us on the call.

Cost & timeWhat does a workflow automation project cost?

The quote depends on the number of flows, the apps involved and how many exceptions each flow must handle. A single flow between common apps is a small piece of work. Linking accounting, inventory and CRM with approvals is a larger project quoted with a fixed scope.

Getting startedCan a flow post vouchers into TallyPrime automatically?

Yes. TallyPrime can accept data through its XML interface or through connector tools, and cloud-hosted Tally setups are easier to reach. We check your Tally version and hosting in the first week and confirm the best route.

Cost & timeWhat are the ongoing costs?

Zapier and Make charge a monthly subscription based on tasks or operations used. Self-hosted n8n needs a small cloud server. Some apps also charge for API access, which we list in the quote.

OwnershipWho owns the flows?

The automation platform account is created in your company's name and you pay it directly. We export flow definitions and keep a copy with your documentation.

In IndiaCan automation work with IndiaMART and JustDial leads?

Yes. IndiaMART offers a lead API for paid sellers, and many directories send lead emails that can be read automatically. We pull leads into your CRM or sheet and send an instant WhatsApp or email acknowledgement.

OwnershipIs our data safe moving between apps?

Connections use each app's official API with the narrowest permissions available. Credentials are stored encrypted in the platform, and we avoid copying personal data into places that do not need it. For data you want kept in India, self-hosted n8n is the safer choice.

Getting startedWhat happens when an app changes its API?

Flows can break when a connected app changes. Run logs and failure alerts show this quickly, and on a monthly plan we fix the flow and test it again.

Getting startedCan my team change the flows later?

For flows built in Make, Zapier or n8n, yes. The walkthrough shows which parts are safe to edit and which should be checked with us first.

Next step

Hand the copying to software

Tell us the one task your team repeats most and we will sketch how it could run on its own.