WhatsApp payment reminders
Overdue invoices trigger polite WhatsApp reminders with a UPI link. Follow-ups repeat on their own and stop once the payment arrives.
- Invoice overdue
- Reminder + UPI link
- Stops when paid
Business automation solutions.
Common processes I automate for Indian businesses, from payment reminders and purchase approvals to GST reconciliation and WhatsApp chatbots. Each one is set up around your own tools and data.
Purchase approvals on WhatsApp
Purchase orders and expenses are approved with one tap on WhatsApp, and approved ones post straight into accounts.
- PO raised
- One-tap approval
- Posted to accounts
GST reconciliation
GSTR-2B is matched against the purchase register, mismatches are listed per supplier, and a reminder goes to each supplier.
- GSTR-2B + purchases
- Matched line by line
- Supplier reminders
CA firm compliance tracker
GST, TDS and ITR deadlines for every client, with documents collected over WhatsApp and status visible on one board.
- Client deadlines
- Docs on WhatsApp
- Status board
Field sales tracker
Salesmen check in by location, log visits and book orders from the field. The owner gets a daily report.
- Geo check-in
- Visit + order
- Daily report
Stock reorder and supplier POs
Low stock triggers a draft purchase order to the right supplier, ready to approve.
- Stock runs low
- Draft PO created
- Approve and send
E-commerce to accounts sync
Shopify, WooCommerce or Amazon orders, settlements and returns flow into accounts automatically.
- Store order
- Settlement matched
- Entry in accounts
WhatsApp ordering for dealers
Dealers order from a WhatsApp catalogue, and a sales order appears in the ERP or Tally.
- WhatsApp catalogue
- Dealer orders
- Sales order in ERP
WhatsApp support chatbot
Answers FAQs from your own documents, shares order status and hands over to a person when needed.
- Customer asks
- Answer from your docs
- Handover if needed
Google Maps lead finder
Finds businesses by area and category, scores them with AI and drafts the first message.
- Area + category
- AI scores leads
- First message drafted
Daily owner briefing
Every morning on WhatsApp: yesterday’s sales, collections, cash position and anything that needs attention, in plain English.
- Overnight sync
- Numbers summarised
- Sent on WhatsApp
Something else your team repeats?
Most of my 50+ automations started as a process someone described in one message.
Describe it on WhatsAppShow me the work your team repeats.
A free 30-minute call. You walk me through the process; I tell you what can be automated, roughly how, and what it would take.