AI workflow automation

Automation that can read, decide and act

Most business processes are already digital and still manual: someone reads a message, copies a number, updates a sheet, sends a notification. We connect those steps into workflows that run themselves — and put an AI step exactly where the work needs reading or judgement rather than a rule.

already runningour own production systems

Automation we operate today: WhatsApp customer notifications fired by job-state changes, skill-based work assignment, SLA escalation, and reporting that carries a recommendation.

The engagement

What we deliver

01

Process mapping

We follow one real process end to end and find where the time actually goes.

02

System connections

Your CRM, sheets, accounting, messaging and payment tools connected through APIs, webhooks and automation platforms.

03

AI decision steps

Classification, extraction and summarisation where a plain rule cannot cope with messy real input.

04

Alerts and escalation

The workflow tells a person when something needs attention, instead of failing quietly.

05

Hosting and monitoring

We run the automation stack and watch it — the same way we run our own.

How it runs

From first conversation to live agent

  1. 01

    Find the job

    We look for one repetitive, text-heavy job with a clear right answer. Not a strategy deck — a job.

  2. 02

    Design the agent

    What it decides, what data it can read, which tools it can call, where it must stop and ask a person.

  3. 03

    Build and connect

    The agent, grounded in your own data, wired into the systems it needs — CRM, WhatsApp, sheets, accounting.

  4. 04

    Deploy with a human in the loop

    It goes live handling a slice of the work, with a person reviewing what it does before the loop widens.

  5. 05

    Operate and improve

    We watch traces of real behaviour and tighten it. An agent is a system you run, not a project you finish.

FAQ

Common questions

What tools do you automate across?

In our own products we run integrations with WhatsApp Business API, Meta and Instagram lead ads, IndiaMART, Justdial, TradeIndia, Razorpay, Tally, GSTN, Google Sheets, Zapier and custom REST/webhook endpoints — plus a self-hosted automation platform.

Is this different from a Zapier setup?

It starts there and goes further. Simple triggers are simple. The value we add is the messy middle — reading unstructured input, deciding, and handling the cases that break naive automations.

What is a good first automation?

Anything where a person moves information between two systems every day, or where a delay in noticing something costs you a customer.

Also from our AI practice

Thinking about ai workflow automation?

Tell us the job. We'll tell you honestly whether an agent should do it, and what it would take to run it properly.

Tell us what you need

Your details go straight into our own CRM — Sales Daddy, of course.