Free workflow assessment
Make your workflow easier
Answer nine quick questions about how enquiries and admin work in your business. Get a ranked plan of what to automate first, how it would work, and roughly how many hours it could free up.
- About 3 minutes
- Results on screen, no sign-up
- Every assumption shown
- Honest if you don't need automation yet
Already know what you need? Describe your workflow instead.
The method
Four tests for what to automate first
The assessment applies these to your answers. You can use them on any process in your business.
- Test 1
It happens every day
Frequency is where the time goes. A task done 40 times a week beats a clever one done twice a month.
- Test 2
The steps follow rules
If you could write the steps on a card for a new hire (when X, do Y), software can follow them too. Judgement calls stay with people.
- Test 3
Delay costs you money
Slow replies, missed reminders and forgotten follow-ups lose customers, not just minutes. Those come first.
- Test 4
The data already exists
Enquiries in WhatsApp, bookings in a calendar, payments in Razorpay: when the information is already digital, automation is quick.
Why reply speed ranks so high: in an audit of 2,241 US companies, firms that tried to contact a web lead within an hour were nearly seven times as likely to qualify it as firms that waited longer (Oldroyd, McElheran and Elkington, “The Short Life of Online Sales Leads”, Harvard Business Review, 2011).
What easier looks like
Common first workflows, before and after
The changes most businesses make first. Each is an example of how a build works, not a client result.
Missed call to confirmed appointment
Trigger A patient calls while the front desk is busy
Before
- The call is missed and lands in a call log nobody checks until evening
- Callbacks happen hours later; many patients have already booked elsewhere
- Reminders are sent by hand, when someone remembers
After
- A WhatsApp message goes out within seconds with available slots
- The patient picks a slot; it's added to Google Calendar and the CRM
- Reminders go out the day before and two hours before; replies to reschedule are handled automatically
Connects: WhatsApp Business API · Google Calendar · AI CRM. An example of how a build works, not a client result.
Portal lead to booked site visit
Trigger A buyer enquires on 99acres or a Meta lead form
Before
- Leads sit in portal inboxes and email until someone exports them
- Brokers call in whatever order they see them; hot leads wait
- No record of who was followed up, or when
After
- The lead is pulled into the CRM and messaged on WhatsApp straight away
- The AI asks budget, location and timeline, then offers visit slots
- The assigned broker gets the qualified lead with a follow-up deadline; a missed deadline alerts the manager
Connects: 99acres / MagicBricks feeds · Meta lead forms · WhatsApp Business API · AI CRM. An example of how a build works, not a client result.
Quote follow-up that stops on reply
Trigger A proposal or quote is sent
Before
- Follow-ups depend on each salesperson's memory
- Quiet leads are forgotten after one reminder
After
- Day 2, day 5 and day 10 follow-ups go out on WhatsApp or email
- The sequence stops the moment the customer replies, and the owner sees every open quote
Connects: AI CRM · WhatsApp Business API · Email. An example of how a build works, not a client result.
Payment received to next step
Trigger A Razorpay payment link is paid
Before
- Someone checks the Razorpay dashboard, then updates a sheet and messages the team
After
- The customer gets a confirmation on WhatsApp, the CRM stage moves, and the team is notified with the next task
Connects: Razorpay · AI CRM · Google Sheets. An example of how a build works, not a client result.
Workflow assessment: questions answered
How do I decide what to automate first in a small business?
Start with work that happens every day, follows clear rules, loses money when it's late, and already lives in a digital tool. For most Indian SMBs that means the first reply to new enquiries, bookings and reminders, and follow-ups on quiet leads. The assessment on this page ranks those for your business and estimates the hours involved.
Is the workflow assessment really free?
Yes. You see your score, priorities and assumptions without giving any contact details. If you want a person to review the plan, you can send it to us; that review is free too.
How accurate are the time estimates?
They're planning estimates from stated assumptions (shown with your results) applied to the volume you choose, not measurements of your business. Treat them as a way to compare priorities. A mapping call with your real numbers gives a firmer picture.
What if my business is too small to need automation?
The assessment will say so. Below roughly 25 enquiries a week, the free WhatsApp Business app (quick replies, greeting and away messages, labels) and a shared calendar often cover it. We'd rather you start there than pay for a system you don't need yet.
What does it cost to automate the priorities it recommends?
One workflow can be proven in a 2-week paid pilot for ₹15,000, credited toward setup if you continue. The full AI Automation & CRM System is ₹41,999 one-time plus ₹3,000–₹8,000 a month depending on volume, and covers custom workflows. WhatsApp conversation fees are billed by Meta at cost.
Do I need to change the tools I use?
No. Workflows connect to the tools you already have where they allow it, such as the WhatsApp Business API, Google Calendar and Sheets, Razorpay, Shopify, WooCommerce, lead forms and CRMs like Zoho or HubSpot.