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Automations

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Operations automation

Your whole business, in one message every morning.

Sales, collections, orders, support and projects are summarised in one page on WhatsApp or email before your day starts.

Book a free 30-min callSetup from $470₹35,000

Mornings start with five phone calls. An automated daily business report ends that.

Owners check five dashboards or call five people every morning to know where things stand. Reports come late, in different formats, and problems are noticed only when they are already big.

How it works

Sales, collections, orders, support and projects summarised on WhatsApp or email every morning.
  1. 1Data gathered overnightFrom CRM, accounts, orders and project tools.
  2. 2Numbers comparedAgainst yesterday, last week and targets.
  3. 3Summary writtenWhat is good, what needs attention, in plain words.
  4. 4On your phone by 8 amWhatsApp or email, every working day.
Sources · Example
  • CRM
  • Tally
  • Orders
  • Jira
  • Support desk
Good morningWhatsApp · 8:00 am · Example
Sales ₹6.4L yesterday (target ₹5L). 3 invoices over 30 days overdue. 2 urgent support tickets open.
  • Needs attention: collections
  1. New leads: 22
  2. Orders shipped: 41
  3. Projects at risk: 1

What's included

  • One page, all departmentsSales, money, operations, support and projects.
  • Attention firstProblems are listed before good news.
  • Compared to targetsSee instantly if you are ahead or behind.
  • On WhatsAppRead it in 30 seconds on your phone.
  • Drill downEach line links to the source report.
  • Weekly and monthly tooLonger summaries on Monday and the 1st.
Works with
  • Zoho CRM
  • HubSpot
  • Tally
  • Zoho Books
  • Google Sheets
  • Jira
  • WhatsApp Business

Live in your workspace in four steps

  1. Discovery callWe understand how the work happens today.
  2. DesignWe agree on channels, rules and approvals.
  3. Build and testSet up on your tools and tested with real examples.
  4. Go liveHandover, a short training video and ongoing care.

FAQs

Our data is in Excel sheets. Will this work?

Yes. Google Sheets and shared Excel files are common sources. We can also combine them with your CRM or accounting software.

Can managers get their own version?

Yes. Each manager can get a briefing for their own area, and the owner gets the full picture.

What if one source is down?

The briefing still goes out and clearly says which numbers could not be updated.

Daily owner briefing for your team, live in weeks

  • Setup from $470₹35,000
  • 60 days of free bug-fix support after go-live
  • Monthly care plan available
Book a free call