Workflow Automation
Automate the work your team does between systems.
Most wasted time in an MSME is not in any one system — it's the copying, checking and chasing between them. Automation handles those hand-offs with rules you can read and change.
What you'll see every day
Demo dataWorkflows running
Manual steps removed
Approvals past SLA
Tasks overdue
Sound familiar?
What this fixes
- The same data is typed into three systems by three people.
- Approvals wait because the approver didn't see the message.
- Routine reminders depend on someone remembering.
- When something goes wrong, there's no record of who did what.
Example: stale quotations
- Every morning, find quotes older than 7 days with no response
- Create a follow-up task for the assigned salesperson
- If still open after 14 days, notify the sales head
- Weekly summary of lost and won quotes to owner
Capabilities
How it works
Triggers across systems
Start a workflow when an enquiry arrives, an invoice is posted in Tally, stock drops or a date passes.
Approvals with rules
Route by amount, department or customer, with escalation if nobody acts within a set time.
Notifications that close the loop
WhatsApp, email or in-app messages to customers, vendors and staff — tied to the record that triggered them.
Audit trail
Every automated and manual step is logged with time and user.
Related
Works with
- TallyKeep Tally as your book of accounts. Connect it to sales, collections, inventory and dashboards.
- WhatsAppSend reminders, quotes and approvals on WhatsApp — and capture replies back into the record.
- Excel & Google SheetsTurn the spreadsheets your business depends on into connected, reliable data — without banning Excel.
- SAPExtend SAP Business One or S/4HANA with mobile approvals, WhatsApp workflows and owner dashboards.
- SalesforceConnect Salesforce opportunities to Tally invoices, stock and collections so sales sees the whole picture.
- ZohoConnect Zoho CRM, Books or Inventory with Tally, WhatsApp and the rest of your operations.
Used by
- ManufacturersConnect orders, raw material, job work, production and dispatch to the Tally books your CA already trusts.
- DistributorsDealer orders, credit limits, schemes and collections in one place — so growth doesn't mean more outstanding.
- TradersFast quotations, margin per deal, stock across godowns and tight credit control for high-volume trading.
- ExportersTrack buyer enquiries, proforma invoices, shipments and foreign-currency realisation in one flow.
- Service businessesProjects, milestones, timesheets and billing connected — so work done becomes money collected, faster.
FAQ
Workflow Automation FAQs
Do we need to write code to create automations?
No. Workflows are configured by our implementation team with you during onboarding. Simple rules (reminders, approval limits) can be changed by authorised users later.
What if an automation makes a mistake?
Workflows that write into your accounting system can be set to create drafts for review rather than final entries. Every step is logged so issues can be traced.
Which workflow should we automate first?
Usually the one that consumes the most repetitive hours or delays cash — often collections follow-up, enquiry capture or purchase approvals. The business audit identifies this.
Find out where your business is losing time and money.
We'll map your current systems, identify manual bottlenecks and show what can be automated.
Free, no obligation. 45–60 minutes with someone who understands Tally, GST and how MSMEs actually run. Prefer WhatsApp? Message us.