AI process automation

Work smarter, scale faster with practical AI

We deploy AI-powered automation that removes repetitive work, cuts operating cost and frees your team to focus on revenue, with governance and human control intact.

Business process automationFinance automationLending & insuranceAI agents with approvals

Find your automation quick wins

We map your repetitive workflows and show where AI pays back fastest.

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Not AI theatre

AI should remove work, not add another tool to manage

The opportunity is faster response, less manual effort, better routing and cleaner reporting, built into the workflows your teams already use.

Teams spend hours every week on repetitive reporting, routing and data entry.

Chatbots fail when they are not connected to real systems and processes.

AI pilots stall without clean data, clear ownership and approval rules.

What changes with Transformics

  • Automations connected to your CRM, ad platforms and databases
  • Hybrid by design: even fully automatable tasks keep a human approval and oversight path
  • Escalation paths and audit trails built in
  • Private and open-source AI models where data must stay in control
  • Measured outcomes: hours saved, response time, cost per task
What we automate

Six ways AI pays back quickly

AI chatbots & virtual agents

Intelligent assistants on your website, WhatsApp and CRM that qualify leads and answer FAQs 24x7.

Workflow & process automation

Lead assignment, follow-up scheduling, data entry, approvals and handoffs using n8n, Zapier and custom APIs.

Automated reporting & insights

Daily, weekly and monthly reports generated from Google Ads, Meta, CRM and analytics, with no manual compiling.

AI-powered pre-sales assist

Real-time lead scoring, smart call scripts, sentiment analysis and automatic post-call summaries.

CRM & API integration

Connect CRM, ad platforms, WhatsApp Business API, payment gateways and databases into one data flow.

AI content & personalisation

Personalised ad creatives, landing-page variants, email sequences and WhatsApp messages at scale, with approval gates.

Time-saved calculator

How much time could automation give back?

Estimate the repetitive work in one team, such as reporting, data entry, routing or follow-ups, and the share AI could take over.

%
₹
Value of time saved per year...
Hours saved per month...
Full-time equivalents freed...
Hours saved per year...
Get a detailed plan for your numbers

Estimates only. We validate real numbers in the automation workshop.

Built for BFSI

Finance, lending, insurance and business process automation

AI agents prepare, check and route the work. Credit, claims and payment decisions stay with your people, with a full audit trail.

Lending & NBFC automation

  • Lead-to-loan journey automation
  • Document collection with KYC and completeness checks
  • Credit memo and case summary drafting
  • EMI and collection reminders on WhatsApp, SMS and IVR
  • Collection call summaries and follow-up tasks

Insurance automation

  • Proposal form and document data extraction
  • Policy issuance and pending-requirement follow-ups
  • Renewal reminders and lapse prevention journeys
  • Claims intake, document checks and status updates
  • Agent and POSP onboarding workflows

Finance automation

  • Invoice capture and three-way matching
  • Bank and payment reconciliation
  • Expense and payment approval routing
  • Vendor onboarding and document checks
  • GST, TDS and MIS report preparation

Business process automation

  • Approval workflows across teams
  • HR onboarding and employee requests
  • Procurement and purchase order flows
  • Ticket triage and SLA tracking
  • Daily management dashboards
The outcome

Lower costs · Faster response times · More revenue per team member

Every automation is scoped against a measurable outcome before it is built.

How we work

From workflow map to running automation

01

Map

Workshop to list repetitive tasks, data sources, owners and approval needs.

02

Prioritise

Rank opportunities by hours saved, risk and time to value.

03

Build & integrate

Build automations and connectors, with human review and escalation where needed.

04

Monitor & improve

Track usage and outcomes, tune prompts and rules, and expand to the next workflow.

Where it helps

Where AI automation helps most

Customer support triageLead routing & follow-upMIS & management reportingMarketing content operationsCompliance-sensitive approvalsBFSI back-office workflows
Why Transformics

AI built by engineers who understand regulated businesses

We start by understanding your process and requirements, then design the automation around them. Every system we build is hybrid: AI does the repetitive work, and a person can always review, approve, override or pause it.

IIT Bombay-led technology team
Governed AI with human approval gates
Private and open-source model options
Integration with existing systems, not rip-and-replace
FAQ

Frequently asked questions

Which tools do you use for automation?

We use n8n, Zapier and custom APIs depending on your security needs, volumes and existing stack, and connect them to your CRM, ad platforms, WhatsApp Business API and databases.

Will AI replace our team?

No. The goal is to remove repetitive work so your team spends more time on customers and revenue. Human review stays in place wherever accuracy or judgment matters.

Is our data safe?

We design automations with role-based access, audit trails and approval rules. Where data must stay in your control, we use private or open-source models deployed in your environment.

How quickly can we see results?

Most clients start with one or two high-volume workflows, such as reporting or lead routing, which can show measurable time savings within the first few weeks of going live.

Can you automate our marketing reports?

Yes. We generate daily, weekly and monthly reports automatically from Google Ads, Meta, CRM and analytics data, delivered to email, WhatsApp or a dashboard.

Find the work AI should be doing for you

Book an automation workshop and leave with a prioritised list of workflows, savings and next steps.

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