AI Automation

Let intelligent systems do the heavy lifting.

We automate the repetitive, time-consuming work that slows your teams down: re-typing documents, chasing follow-ups, compiling reports and moving data between systems. Your people stay in charge of decisions.

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Sound familiar?

The problems we hear most often.

Staff re-typing data from PDFs, emails and WhatsApp into Tally, ERP or spreadsheets
Leads and enquiries that wait hours or days for a first reply
Month-end reports assembled by hand from five different sources
Approvals stuck in inboxes with no visibility on who is holding them

Capabilities

What we build for you.

AI workflow automation

Multi-step workflows that move work between people and systems, with rules for exceptions.

Document processing

Read invoices, purchase orders, KYC forms and scans; extract fields; validate them against your records.

Intelligent lead management

Capture enquiries from your website, IndiaMART, WhatsApp and email, score them and route them to the right person.

AI customer support

Answer common questions on WhatsApp and web chat using your own policies and order data, and hand off to staff when needed.

Finance & reporting automation

Reconciliations, payment follow-ups and MIS reports generated on schedule.

Cross-department orchestration

Connect sales, operations, finance and HR so a hand-off in one team triggers the next step in another.

See it in action

Automation with a human checkpoint.

Pick a workflow to watch a sample run. Routine steps run automatically; anything consequential waits for a person.

agent_run · salesSolution concept

These agents are solution concepts showing what we can build for you, not off-the-shelf products. Sample data only.

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How it works

A clear, controlled flow.

Step 1Trigger
An email, a form, a WhatsApp message, a new record or a schedule starts the workflow.
Step 2Understand
AI reads the content, extracts what matters and checks it against your data.
Step 3Act
The workflow updates systems, drafts replies or prepares documents.
Step 4Approve
Consequential steps wait for a person to approve, edit or reject.
Step 5Record
Every action is logged so you can see what happened and why.

Example scenarios

What this looks like in practice.

Typical situations we design for. Each project starts from your own processes and data.

Vendor invoice processing

For Manufacturers and distributors

TodayAn accounts team keys in hundreds of invoices a month and matches them to POs by hand.

With CodeKarigarInvoices are read from the inbox, matched to POs and goods receipts, and only mismatches reach a person.

Enquiry to quotation

For B2B sales teams

TodayEnquiries arrive on several channels and quotes take a day or more to go out.

With CodeKarigarEnquiries are captured and qualified automatically, and a draft quote is ready for the salesperson to review.

Collections follow-up

For Wholesale and distribution

TodayOverdue payments are chased by phone when someone remembers.

With CodeKarigarPolite, scheduled reminders go out on WhatsApp and email, and escalations go to the account owner.

A good fit if you are

Teams spending hours a week on copy-paste work
Businesses using Tally, Zoho, SAP or spreadsheets
Companies that want automation without replacing their systems

Questions

Do we need to replace our current software?

Usually not. We connect to the tools you already use through APIs, exports, email or secure connectors, and automate the work between them.

Will the AI act without our approval?

Only where you allow it. We agree up front which steps can run on their own and which need a person to approve, and every action is logged.

Can it read scanned and handwritten documents?

Printed scans work well. Handwriting varies by quality, so we test with your real documents during discovery before committing to an approach.

How do you decide what to automate first?

In the Discover stage we list your repetitive processes and rank them by hours saved, error reduction and ease of delivery, then start with the best one.

Let's find your highest-value starting point.

Book a free discovery call. We'll look at your processes and systems and suggest where AI and custom software would make the biggest difference.

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