Systems that eliminate repetitive work and connect existing tools.
Practical automations and grounded assistants that remove manual busywork: enquiry routing, customer support from approved documents, and automatic invoice parsing.
Answers limited to your own documents, with exception handling and human review where needed.
“Our team spends hours every day typing the same information and answering the same questions. We want to automate routine admin tasks.”
You talk directly to the two engineers who build your project.
Example work · Lokavista Exports
Lokavista Exports
Spice export storefront for global product discovery
Export E-Commerce
Kochi Port to Worldwide Destinations
Spice export storefront for global product discovery
Target Audience
Who is this package best for?
Businesses spending hours every week on repetitive data entry, customer intake, and document processing.
High-Volume Sales Inquiries
Firms receiving leads across website forms and WhatsApp needing instant qualification, CRM logging, and team alerts.
Accounts & Administration Teams
Companies manually transcribing line items from supplier PDF invoices, purchase orders, or delivery notes.
24/7 Customer Support Teams
Businesses wanting instant answers to routine customer questions answered strictly from verified company documentation.
Multi-Tool Workflows
Operations where Google Sheets, CRM, billing, and WhatsApp tools are disconnected and require manual updates.
Problems Solved
What problems does this solve for you?
We eliminate repetitive admin tasks and prevent warm leads from going cold.
Typing the exact same answers to customer questions 20 times a day
An automated assistant answers routine questions within a minute, operating strictly from your approved pricing and policy documents.
Copying contact details manually from website forms into spreadsheets
Automated webhook pipelines instantly capture inbound leads and log them into your CRM or Google Sheets without human delay.
Re-typing numbers from invoices and PDF documents
Smart document extraction pipelines read PDF invoices or order slips, extract line items, and push data into your billing software.
Software tools that don't talk to each other
We build robust API integrations connecting your website, WhatsApp, CRM, and accounting systems into one automated pipeline.
Deliverables
What do you receive? (Explained in plain English)
Reliable, document-grounded automations that connect your tools with human review where needed.
Approved-Document AI Assistants
An assistant that answers customer questions strictly using your verified internal records, politely declining to guess when unsure.
- Answers only from approved files
- Zero hallucination fallback to humans
- 24/7 response on web and WhatsApp
Automated WhatsApp Lead Intake
Instantly greet prospective clients, capture their requirements, and notify your sales team on WhatsApp.
- Official WhatsApp Business API
- Meta-approved template messaging
- Instant sales team notification
Smart PDF & Invoice Data Extraction
Automatically extract supplier names, invoice numbers, line items, and totals from incoming documents.
- Extracts text from scanned PDFs
- Validates totals against tax rates
- Syncs directly into databases or sheets
Multi-Tool Workflow Webhooks
Connect your existing software tools so data flows automatically without manual copy-pasting.
- Error retry and alerting queues
- Google Sheets, CRM, and email sync
- Exception alerts sent to management
Package details
What is included vs not included
Transparent scope and AI compliance boundaries.
- Audit of your current manual workflow and bottleneck identification
- AI assistant grounded strictly in your verified documentation (declines to guess when unsure)
- Automated PDF and document data extraction into your database or spreadsheet
- Connections between your forms, CRM, email, and messaging tools
- Human-in-the-loop review queue for exception handling
- 30 days of post-launch technical warranty
- WhatsApp Business API conversation fees (charged by Meta/BSP)
- Third-party AI token usage fees (paid directly to OpenAI/Anthropic/Google providers)
- Manual document digitization of low-resolution physical paper
- Outbound spam messaging without customer opt-in consent
Need a full custom database platform or staff portal?
View Custom Business PlatformClient Requirements
What we need from your team
We test all automations with real historical data to ensure complete accuracy before connecting live channels.
- Your verified company FAQs, policy documents, and price lists
- 5–10 sample PDF invoices or documents to train extraction pipelines
- Access credentials to the tools you want connected
- Clear rules for when an automation should route to a human team member
2–4 weeks typical turnaround
We maintain predictable delivery dates. Typical factors influencing final launch speed:
- Availability and organization of source reference documents
- Number of software tools being connected via APIs or webhooks
- Meta approval timeline for WhatsApp Business message templates
- Volume of sample documents provided for extraction testing
Process
How we implement your automation pipeline
Workflow Audit & Mapping
We identify the repetitive admin tasks costing your team the most hours each week.
Document Grounding & Extraction Setup
We configure document extraction rules and ground the assistant in your approved reference files.
API Pipeline & Webhook Integration
We connect your forms, CRM, WhatsApp, and database with automated error retries and alerting.
Scenario Testing & Handover
We test edge cases with your team, configure human review queues, and train your staff.
Example Work
Built for businesses in the real world.
Lokavista Exports
Spice export storefront for global product discovery
Export E-Commerce
Kochi Port to Worldwide Destinations
Spice export storefront for global product discovery
Lokavista Exports
Spice export storefront for global product discovery
Export E-Commerce
Kochi Port to Worldwide Destinations
Spice export storefront for global product discovery
JWaves Auditorium
Event venue platform for space discovery and booking inquiries
Venue & Hospitality
Central Event Destination
Event venue platform for space discovery and booking inquiries
Questions
Clear answers before you commit.
We configure the assistant to answer strictly and exclusively from your approved documentation. When an answer is missing or uncertain, it politely declines to guess and routes the enquiry to your human team.
Yes. We configure enterprise privacy settings with API providers so your proprietary business documents and customer queries are never used for public model training.
Yes. We connect with modern business software supporting open REST APIs or webhooks, including Google Sheets, Airtable, CRMs, WhatsApp, and email platforms.
Yes, provided they comply with official WhatsApp Business API policies. Automated outbound messages require Meta-approved message templates and explicit customer opt-in consent.
Ready to cut repetitive admin work?
Tell us which repetitive task costs your team the most time. We will explain how to automate it reliably with human review where needed.
You talk directly to the two engineers who build your project.
What happens next: we review your requirements, discuss what you need, and send a clear written proposal. No obligation.