Payment and cheque reminders
A central tracker sends WhatsApp reminders before the due date, so collections stop depending on who remembered to call.
AI Automation
AI automation that takes repeat work off your team.
Most businesses do not need a new system. They need the work between their existing systems to stop depending on someone remembering. Bizgenix AI builds automations that sit on top of the tools you already use, such as Tally, Excel, email and WhatsApp, and keep running without a daily push.
What we automate.
Workflow automation, WhatsApp automation and AI agents for the jobs that repeat every day and slip when people are busy.
Task ownership and follow-up
Every task has a named owner and a deadline. The team and the owner get a WhatsApp summary instead of chasing updates.
Document reading and checking
AI reads bills, dispatch photos and bank requests, turns them into structured records and flags what does not match your rules.
Email triage and reports
Priority enquiries and quotations are pulled out of the inbox into a daily and weekly report you can search.
Sales call analysis
Each call is transcribed, scored against your script and added to a performance history for every agent.
Support request handling
Requests are logged, acknowledged and followed through to a resolution email without anyone copying details by hand.
Automations already running.
These are published implementations for Indian businesses. Each link opens the full case study.
How an automation project runs.
- 1
Pick one repeat task
We find the single task that costs your team time every week and has a clear rule for when it is done.
- 2
Prototype on your real data
You see a working version on your own records before you commit to the full build.
- 3
Run it beside your team, then hand over
The automation runs alongside the manual process until it is trusted. Then your team owns it.
Questions owners ask
What is AI automation?
AI automation uses software and AI models to carry out repeat business tasks, such as reminders, data entry from documents, follow-ups and reports, so they happen on time without a person starting each one.
Do we need to change the software we use?
No. We connect to what you already use, including Tally, Excel, Google Sheets, email and WhatsApp, and build on top of it.
Which tasks should we automate first?
Start with a boring task that happens every day, follows a clear rule and has an owner. Reminders, follow-ups and document checks are the usual first choices.
Can you automate WhatsApp for our business?
Yes. Reminders, confirmations, task summaries and customer follow-ups on WhatsApp are part of most of our automation projects.
How do you price an automation project?
Scope decides the cost. The first conversation is to find the one task worth automating; we quote after that, and the prototype comes before the full build.
Who maintains the automation after it goes live?
Either we do, under a support plan, or your team after a handover. Both are agreed before the build starts.
CONTACT
Ready to put AI to work inside your business?
Tell us where your business is losing time, leads, cash or visibility. We will help you identify the right first AI use case and the fastest practical path to implementation.