Process and Workflow Automation

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Process and workflow automation

The routine work, running on its own.

Approvals, data entry, stock checks, purchase orders and daily reports take hours of skilled time. We map the process, automate the predictable steps and route only the decisions to the right person, on web, mobile or WhatsApp.

Purchase workflow, live
1
Stock checkedLevels read across stores and yards
Checked
2
PO draftedQuantities from usage and lead time
Drafted
3
Approval sentManager approves on mobile
Approved
4
Supplier notifiedPO emailed and logged
Sent
640tasks automated this week
Mobileapprovals anywhere
1system of record
What we automate

Processes that follow the same steps every day.

If your team can write the steps down, we can automate most of them.

01

Approvals

Purchase, credit, leave and expense approvals routed by rule, approved in one tap.

02

Data entry

Forms, emails and documents turned into records with no retyping.

03

Stock and purchase

AI stock checks raise purchase orders before you run out.

04

Daily reports

Sales, stock and collection reports built and sent each morning.

05

Customer updates

Invoices, receipts and status updates sent on WhatsApp and email.

06

System integration

ERP, CRM, accounting and custom systems kept in sync.

Case study

Running in large co-operatives.

Mobile quick billing, purchase orders, sale yard tracking and AI stock checks for large agricultural co-operatives.

Channels Web, mobile app, WhatsApp, email
Integrations ERP, CRM, accounting, custom APIs
Control Every automated step logged
Deployment Your servers or your cloud
India · Co-operatives

TSS India and TMS Sirsi

Quick billing and AI stock management for large agricultural co-operatives.

Platform
  • Mobile quick billing with tax invoices
  • Purchase orders and sale yard tracking
Automation
  • Invoices delivered on WhatsApp
  • AI stock checks
Questions

Before you start.

Do we need to replace our current software?

No. Automation sits on top of the systems you already use and connects to them.

How do we choose what to automate first?

In the free audit we map one process, estimate the hours saved and start where the payback is fastest.

Can staff still override the automation?

Yes. Every step can pause for a person, and every automated action is logged.

Free automation audit

Tell us one process. We show you what to automate.

A 30 minute call with an engineer, not a salesperson. You get a short written plan, whether or not you work with us.

  • Reply within one business day
  • NDA on request
  • connect@aimatric.com

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