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Business process automation services The work between the work.

Six areas cover most of what slows a business down. Each one below shows what we build, the tools it usually connects, and a flow drawn step by step — with sample data, so you can see exactly what happens.

01

Orders & conversations

Messages that turn into finished orders.

WhatsApp, web chat and email that take orders, book appointments and answer the routine questions — then hand over to a person, with the whole thread, when it needs one.

  • Orders taken on WhatsApp, with payment links
  • Appointments booked and reminded
  • Routine questions answered in your tone
  • Hand-over to a person with the full conversation
Usually connects
WhatsAppWeb chatGmailOutlookPayHereStripeShopify
More on whatsapp & chat automation
  1. TriggerWhatsApp message“2 chicken kottu and a lime juice to Nugegoda”
  2. AI stepRead the order3 items · delivery to Nugegoda
  3. RulePrice from the menuTotal LKR 3,700
  4. ActionSend a payment linkPayHere · paid at 7:43 PM
  5. OutcomeOrder confirmedINV-2193 · kitchen ticket printed
Example flow · sample data
02

Approvals

Decisions from a phone, with a record.

Purchase requests, expenses, leave, discounts and contracts routed by your rules to the right person, decided in a tap, and logged for audit.

  • Purchase requests and purchase orders
  • Expense claims, receipts read by AI
  • Leave and overtime
  • Discount and credit-limit sign-off
Usually connects
Microsoft 365TeamsSlackGoogle WorkspaceZohoSAPOracle
More on approval workflow automation
  1. TriggerPurchase requestOffice chairs × 12 · LKR 240,000
  2. RuleOver LKR 100,000Routed to Finance
  3. PersonFinance approvesPR-0412 · in Teams, on a phone
  4. ActionPurchase order raisedPO-3311 sent to the supplier
  5. OutcomeLoggedWho, when and why — kept for audit
Example flow · sample data
03

Finance operations

Invoices out, bills in, payments matched.

Invoices raised from orders, reminders sent on schedule, bank slips matched to what they pay, and supplier bills read and posted — in Xero, QuickBooks or Zoho Books.

  • Invoices raised from orders or timesheets
  • Polite payment reminders that escalate on schedule
  • Bank slips and transfers matched to invoices
  • Supplier bills read, matched to POs and posted
Usually connects
XeroQuickBooksZohoExcelGoogle SheetsGmailOutlook
More on invoice & finance automation
  1. TriggerSupplier invoice arrivesLanka Paper · LP-7781.pdf
  2. AI stepRead the PDF3 lines · LKR 86,400.00
  3. RuleMatch PO and goods receivedPO-3310 · GRN-1187
  4. OutcomeBill postedQuickBooks · due 13 Nov
Example flow · sample data
04

Sales & CRM

Every lead with the right person, fast.

Enquiries from your website, WhatsApp, email and ads captured in one place, scored against your best customers and routed to an owner — with a first reply that goes out in under a minute.

  • Leads from every channel into your CRM
  • Scoring and routing by region, size or product
  • First replies and follow-ups that go out on time
  • Sales-to-finance hand-off when a deal closes
Usually connects
HubSpotSalesforceZohoWhatsAppGmailOutlookSlack
More on crm & sales automation
  1. TriggerWebsite enquiryGulf Coast Logistics · Dubai
  2. AI stepScore the fit86 / 100 · logistics, 40+ staff
  3. RuleRegion: GulfOwner: Ravi
  4. ActionFirst reply sentIn 48 seconds
  5. OutcomeDeal createdHubSpot · call booked
Example flow · sample data
05

Integrations

Systems that finally talk to each other.

POS to accounts, shop to warehouse, HR to payroll, forms to spreadsheets. If it has an API, a database or just an inbox, we connect it — and keep it connected when the other side changes.

  • POS and online sales into your accounts
  • Stock kept in step across shop, warehouse and marketplace
  • New hires set up across email, payroll and tools
  • Older systems connected through files, databases or email
Usually connects
ShopifyWooCommerceXeroSAPOraclePostgreSQLAirtableNotionREST APIs
More on system & api integration
  1. TriggerSale at the POSColombo 03 store · 4 items
  2. ActionStock updatedShopify and the warehouse sheet
  3. RuleBelow reorder level?Lime · 6 left → flagged
  4. OutcomeSales postedXero · end of day
Example flow · sample data
06

Reporting & alerts

The numbers you need, when you need them.

Daily and weekly digests pulled from every system and delivered to WhatsApp or email — and an alert when something is off: low stock, a late payment, a stuck order.

  • A morning digest for owners and managers
  • Month-end packs assembled for you
  • Alerts for low stock, overdue invoices and stuck orders
  • Dashboards fed by clean, current data
Usually connects
Google SheetsExcelPostgreSQLWhatsAppSlackTeamsGmail
More on automated reporting & alerts
  1. TriggerEvery day, 8:00 AMOn a schedule
  2. ActionPull yesterday’s numbersPOS, Shopify and Xero
  3. RuleCheck thresholds1 alert · low stock
  4. OutcomeDigest sentWhatsApp · LKR 418,250 · 132 orders
Example flow · sample data
Across all six

AI does the reading. People keep the decisions.

AI is a step inside a flow, with rules around it — never the whole flow. It reads what used to be re-typed, and hands anything unsure to a person.

Reads

PDF invoices, photos of receipts, typed chat orders, long emails and CVs — into clean, checked data.

Drafts

Replies, reminders and summaries in your tone, ready to send or to approve.

Stops and asks

When it isn’t sure, or the amount is large, the flow pauses for a person instead of guessing.

Leaves a record

Every AI step is logged: what it read, what it decided, and how confident it was.

Need bespoke AI agents or copilots rather than automation? That’s our sister company, ZENTIQ.

Not on the list?

If your process runs on something with an API, a database or just an inbox, it can almost certainly be connected. Describe it in the Live Canvas, or tell us about it.

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Bring us one process that frustrates your team.

In a Flow Audit we map how it really runs, show where it leaks, and tell you honestly what is worth automating — with a fixed quote for the work.

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