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AI Automation Sprint

Two to three AI automations, live in two to four weeks

We find the repetitive work that costs your team the most hours, then build AI agents and workflows that do it, connected to your email, spreadsheets, CRM and ERP.

Sound familiar?
  • Data copied between email, Excel and your ERP
  • Approvals stuck in someone's inbox
  • Hiring more people for work software could do
Book a free audit callGet a fixed quote
Fixed scope and timelinen8n, Claude, Copilot Studio, Power AutomateConnected to your toolsHours-saved report
app.yourbrand.com/ai-automation
Involve Automations
OverviewWorkflowsRunsErrorsSavings
Automation Sprint · Week 3
Updated just now
Workflows live3
Runs this week1,284
Hours saved46this month
Errors0.4%
Last 12 months
JFMAMJJASOND
Hours saved by team
Finance84%
Sales72%
Ops58%
HR40%
WorkflowTriggerRunsStatus
Invoice capture → ERPEmail inbox642Live
Lead follow-upWebsite form318Live
Weekly MIS reportSchedule4Live
Quote draftingCRM deal—Testing
ISO 9001:2015Certified delivery
CMMI Level 3Defined engineering process
Microsoft · Zoho · SalesforceRegistered partner
500+ projectsDelivered in India, the UK and the UAE
The challenge

Smart people doing copy-paste work

Most teams lose hours every day moving information from one place to another. That work is slow, error-prone and rarely the reason you hired them.

60–70%

of employees' time is spent on activities that gen AI and other technology could automate

Source: McKinsey Global Institute, 2023
88%

of spreadsheets audited in research studies contained errors

Source: Prof. Raymond Panko, University of Hawaii
The challengeWhat it costs youHow Involve solves itWhat changes
Orders, invoices and forms keyed in from email and PDFWhat it costs youHours of data entry and typing errorsHow Involve solves itAI reads documents, fills your ERP or CRM and flags anything unclear for a personWhat changesEntry in seconds, people check exceptions
Approvals chased by email and callsWhat it costs youPurchases, payments and leave held up for daysHow Involve solves itApproval flows in Teams, email or WhatsApp with rules and remindersWhat changesDecisions in hours, not days
Weekly reports compiled by handWhat it costs youManagers decide on old numbersHow Involve solves itReports built and sent automatically from live dataWhat changesCurrent numbers every morning
Follow-ups depend on memoryWhat it costs youMissed renewals, payments and leadsHow Involve solves itAutomatic reminders and escalations to the right ownerWhat changesNothing falls through
Illustrative return on investment

An operations team processing 40 documents a day

Assumptions

  • 8 minutes of manual handling per document today
  • 2 minutes per document after AI extraction and a human check
  • 22 working days a month
88 hrsHours freed each month
0.5 peopleEquivalent capacity
Checked before postingTyping errors
Simple arithmetic from the assumptions shown, not a guarantee. The free audit works it out with your own numbers.Get my numbers in a free audit
EmailFormAIERPTeams
Workflows connecting email, AI, ERP and Teams
Benefits

Hours back every week, with people still in control

What teams notice in the first month.

Hours saved

Repetitive copy-paste work handled by workflows.

Faster lead replies

New enquiries answered within minutes.

Fewer errors

Validation rules on every run.

Reports on time

Built and sent automatically.

People approve, AI does the routine

Approvals where money or customers are involved.

Measured savings

An hours-saved report at the end of the sprint.

What we automate

Automation and AI agents for every team

From voice agents that answer your phone to bots that post invoices, we automate the repetitive work across your business.

Voice AI agents

AI agents that answer calls, book appointments, qualify leads and make reminder calls in English and Indian languages, handing over to staff when needed.

VapiRetell AIElevenLabsTwilio
Email & inbox automation

Emails sorted, answered in draft and turned into tasks, orders or tickets.

GmailOutlookAI triage
Document processing

Invoices, POs, KYC and forms read by AI and posted to your systems.

OCRValidationERP posting
Sales & CRM automation

Lead routing, follow-ups, enrichment and pipeline updates.

CRMWhatsAppLead ads
Finance automation

Invoice matching, payment reminders, reconciliations and reports.

TallyZoho BooksBanks
HR automation

Onboarding, offer letters, access requests and leave workflows.

HRMSTeamsDocs
Customer support automation

Ticket triage, suggested replies and status updates on WhatsApp.

HelpdeskWhatsAppAI replies
Reporting & alerts

Daily and weekly reports compiled and sent automatically.

SheetsPower BIEmail
RPA for legacy systems

Bots that work in old desktop and portal screens with no API.

UiPathPower Automate Desktop
AI agents

Agents that read, decide and act across apps, with approvals and logs.

n8nClaudeOpenAI
Tools we work with

The right automation tool for each job

We are tool-neutral. We pick what fits your volume, budget and data rules, and often combine them.

n8n

Self-hosted, no per-task fees, AI agents and code. Best for high volume and sensitive data.

Make

Visual scenarios with strong app coverage. Good for mid-volume marketing and ops flows.

Zapier

Fastest to start with thousands of app connections. Good for simple, low-volume flows.

Microsoft Power Automate

Best inside Microsoft 365, Teams, SharePoint and Dynamics.

UiPath

Robotic process automation for legacy screens with no API.

Custom code

Python or Node.js services when no tool fits or scale demands it.

What's included

What a sprint delivers

A fixed-scope project with working automations at the end, not a slide deck.

Process review

We map your repetitive work and rank it by hours saved and ease of building.

  • Workshop with your team
  • Ranked shortlist

2–3 live workflows

Built, tested and running on your real data.

  • Error handling and alerts
  • Human approval where needed

AI agents where they help

Agents that read documents, draft replies and make decisions within rules you set.

  • Claude, OpenAI or Copilot models
  • Guardrails and logs

Integrations

Gmail, Outlook, Sheets, Excel, WhatsApp, Zoho, HubSpot, Tally, ERPNext, Business Central and APIs.

Team handover

Training, documentation and a simple dashboard to see what ran.

Hours-saved report

Before and after numbers so you know what the sprint returned.

See it working

Common first automations

Where most businesses start.

app.yourbrand.com/dashboard
Involve Automations
RunsErrors
Invoice Capture
Updated just now
Invoices read642
Auto-posted91%
Exceptions58
Time per invoice40 sec
Last 12 months
JFMAMJJASOND
Progress
Invoices read92%
Auto-posted74%
Exceptions58%
Time per invoice81%
SupplierAmountStatus
Shree Packaging₹48,200Posted
Om Logistics₹12,950Posted
Vista Traders₹1,02,300Review
Step 01 of 03

Invoice and bill capture

Supplier invoices arrive by email; AI reads them, checks them and posts them to your accounts.

  • PDF and image reading
  • Validation rules
  • Exceptions to a person
Industry examples

Where AI Automations pays back, by industry

Typical projects and where the return comes from. In the free audit we estimate it for your own volumes and processes.

Trading & distribution

Supplier invoice capture into Tally or ERP

Accounts staff type hundreds of supplier invoices a month from emailed PDFs and photos.

What we build
  • AI reads invoices from the inbox
  • Validation against PO and GST rules
  • Posting to Tally, Zoho Books or your ERP
Where the ROI comes from
  • Accounts hours freed every month
  • Fewer posting errors and duplicates
  • Faster month-end close
Track: Minutes per invoice · posting error rate
Real estate

Lead response and site-visit scheduling

Leads from ads and portals wait hours for a call, and many go cold before anyone responds.

What we build
  • Instant WhatsApp and email reply
  • Lead scoring and assignment
  • Site-visit booking with reminders
Where the ROI comes from
  • More site visits from the same ad spend
  • No lead left without a reply
  • Sales time spent on serious buyers
Track: First-response time · lead-to-visit rateRelated case: ABH & Bhavik
CA firms & professional services

Client document collection and reminders

Every filing season, staff chase clients for the same documents by phone and email.

What we build
  • Checklist per client and service
  • Automatic reminders on WhatsApp and email
  • Documents filed to the right client folder
Where the ROI comes from
  • Fewer hours chasing documents
  • Filings completed earlier
  • Better client experience
Track: Days to complete a client file · staff hours per filing
D2C & eCommerce brands

Marketplace reconciliation and returns

Payouts from Amazon, Flipkart and quick-commerce apps are reconciled by hand in spreadsheets.

What we build
  • Payout and order data pulled automatically
  • Mismatches and short payments flagged
  • Return and refund status tracked
Where the ROI comes from
  • Recovered short payments
  • Reconciliation done in hours, not days
  • Clear view of real margins
Track: Reconciliation hours · unrecovered payout leakageRelated case: GoZero
Get an ROI estimate for your business
Use cases

Automations by team

Finance

Invoice capture, payment reminders, bank reconciliation, expense approvals.

Sales

Lead replies, CRM updates, quote drafting, follow-up sequences.

HR

Onboarding checklists, leave requests, policy questions, offer letters.

Operations

Purchase orders, delivery updates, stock alerts, vendor follow-ups.

Customer support

Ticket triage, suggested replies, WhatsApp answers.

Management

Daily and weekly reports from several systems.

Comparison

Involve vs doing automation another way

How we compare with the usual options.

Involve Automation SprintDIY Zapier / MakeHiring in-houseLarge consultancy
Process review and rankingOver time
Working automations in 2–4 weeksIf you have timeRarely
AI agents with guardrailsBasicDepends on hire
Monitoring and fixesYour teamExtra cost
Commercial modelFixed scopeSubscription + your timeSalaryDay rates

Based on publicly available information as of November 2026. Features and pricing vary by plan and partner.

Only at
Involve
The Involve AIM Framework

Audit. Implement. Manage.How we deliver AI Automations

The check every project should pass before money is spent. AIM makes sure you pick the right project, at the right scope and cost, and that someone is accountable for it after go-live.

AStep 1

Audit

Week 1 · free call + 3–5 day review

We review your current systems, processes, data, licences and costs, then show what to fix, what to keep and what not to buy.

  • Process and system walkthrough
  • Gaps, risks and wasted spend
  • Ranked roadmap with effort and impact
You getWritten audit report and fixed quote
IStep 2

Implement

Fixed scope and timeline

Our in-house team configures, builds, integrates and migrates, in weekly releases you can see and test.

  • Setup, build and integrations
  • Data migration and testing
  • Training and go-live support
You getWorking system, documentation and training
MStep 3

Manage

Monthly plan

We stay on after launch: monitoring, fixes, changes, updates and advice, with a named team and a monthly report.

  • Monitoring, support and fixes
  • Small changes and improvements every month
  • Quarterly review and advisory
You getMonthly report and a team that knows your setup
45%

average budget overrun on large IT projects, which also deliver 56% less value than planned. Source: McKinsey & University of Oxford

Why start every project with AIM

Most overruns start before the first line of code: the wrong tool, a vague scope or no owner after launch. The audit catches those for free.

Five questions AIM answers before you spend1Is this the right problem to solve first?2Buy, configure or build?3What will it really cost, all in?4What can go wrong, and how do we avoid it?5Who runs it after go-live?
Know the cost before you commit

A fixed scope and quote come out of the audit, not halfway through the project.

Vendor-neutral advice

We recommend what fits, including tools we don't sell, or doing nothing.

A report you keep

The audit report is yours to use with any vendor, no obligation.

Right project first

Work is ranked by payback, so the first project earns its keep.

One team end to end

The people who audit are the people who build and support it.

Value after go-live

Monthly reviews keep systems used, improved and worth what you pay.

The audit is free, takes 3–5 business days and the report is yours to keep.
Start with a free AIM auditHow the framework works
How it works

From first call to go-live

A fixed plan, written down before work starts.

Discovery

Map the work and pick 2–3 workflows

Design

Flows, rules and approvals agreed

Build

Workflows and agents built

Test

Run on real data with your team

Go live

Monitoring and alerts on

Review

Hours-saved report and next steps

Packages

Choose how to start

Every package is quoted at a fixed price after a short requirement call.

Start

Single Workflow

One high-impact automation.

  • 1 workflow built and tested
  • Up to 2 integrations
  • Training and handover
  • 30 days support
Get a fixed quote
Most chosen

Automation Sprint

2–3 workflows in 2–4 weeks.

  • Process review workshop
  • 2–3 workflows with AI where useful
  • Up to 5 integrations
  • Dashboard and hours-saved report
  • 60 days support
Get a fixed quote
Ongoing

Automation Care

Monthly plan after the sprint.

  • Monitoring and fixes
  • New workflows each month
  • Model and tool updates
  • Monthly report
Get a fixed quote
Technology

Tools and standards we work with

n8nSelf-hosted or cloud workflows
ClaudeDocument reading and reasoning
Microsoft Copilot StudioAgents in Teams and Microsoft 365
Power AutomateMicrosoft workflows and RPA
MCP serversConnect your systems to AI assistants
Make & ZapierWhen your team already uses them
Estimate your project

Estimate your AI Automations: hours, cost and savings

Most companies only share a price after several calls. Here you see the hours, our hourly rate and what the same work costs elsewhere, before you talk to anyone.

Currency

Indicative estimate. Market rates: Clutch 2026 averages for custom software development (India $25–$49/hour, US $50–$99/hour); large consultancies often charge $100+/hour. Your fixed quote follows a free audit call. Licences and third-party fees are billed separately by the vendor.

Real work, not stock images

Screens from projects we built and run

Taken from live client systems. Client data is masked. Open any project to see the problem, what we built and the result.

ABH Developers & Bhavik Group: screen from the live project
ABH Developers & Bhavik Group: screen from the live project
ABH & BhavikReal Estate & ConstructionView case study
Roam Communications Limited: screen from the live project
Roam Communications Limited: screen from the live project
Roam CommunicationsTelecomView case study
Core Communications Limited: screen from the live project
Core Communications Limited: screen from the live project
Core CommunicationsTelecomView case study
Case studies

Work we have delivered

Real projects from our clients and products, with the problem, what we built and the outcome.

Real Estate & Construction

ABH Developers & Bhavik Group

Real estate developers

Microsoft and n8n lead automation improving lead volume, site visit scheduling, and operations response speed.

42%Faster Milestone Recovery
Microsoft 365n8n AutomationWhatsApp Business APIReal Estate CRM
Read case study
Healthcare

BMD Counseling & Sattvam Ayurveda

Healthcare and wellness

n8n WhatsApp automation for patient consultation scheduling, recurring medicine reminders, and clinical operations.

3xConsultation Capacity
n8n WorkflowWhatsApp Cloud APIPatient PortalGoogle Calendar Sync
Read case study
Telecom

Core Communications Limited

Telecom, UK

Custom Laravel topup management portal with AWS infrastructure, n8n workflow automation, telecom carrier API integrations, automated MIS, and dedicated AWS engineering pods.

10,000+Daily Carrier Top-Ups
LaravelAWSn8nTelecom APIs
Read case study
Travel & Mobility

GoodLuckTaxi.com

Cab and tour booking platform

Cab and tour booking platform with automated driver allocation and commission payout via n8n workflows.

< 2 MinAutomated Ride Dispatch
Laraveln8n AutomationMaps IntegrationRazorpay Payouts
Read case study
TelecomInvolve product

Roam Communications Limited

Involve group company

Global telecom distribution and eSIM provisioning portal powered by Claude AI automated customer classification and GoHighLevel CRM workflows.

24/7AI Automated Triage
Claude AIGoHighLevelStripeeSIM APIs
Read case study
AI ProductsInvolve product

Intexting.com

Involve-built product

AI speech, audio, video, and image-to-PDF tool purpose-built for government employees and legal practitioners.

< 60 SecTranscription Speed
Python AILaravelWhisperOCR
Read case study
See all case studies
Real people, in-house

The team you will actually work with

No hand-offs to freelancers. The people below lead the audit, the build and the support, from our Nashik office.

Meet the full team
Nikkhil Kiran Sonar, CEO & Managing Director at Involve TechnologiesNKNikkhil Kiran SonarCEO & Managing DirectorShubhangi Kiran Vispute, Owner & Co-Founder at Involve TechnologiesSKShubhangi Kiran VisputeOwner & Co-FounderUmesh Wankhede, Business Development Manager at Involve TechnologiesUWUmesh WankhedeBusiness Development ManagerMurtaza Rajas, Business Development Manager at Involve TechnologiesMRMurtaza RajasBusiness Development ManagerNitin Chintamani, Senior Functional Consultant at Involve TechnologiesNCNitin ChintamaniSenior Functional Consultant
The Involve Promise

Six commitments, in writing, before you sign

They are part of every proposal for AI Automations. After go-live you also get 30 days of free hypercare: anything we built that does not work as agreed is fixed at no cost.

Fixed quote, no surprise bills

The price in your signed scope is what you pay. Any change needs your written approval first.

A free audit you can keep

The written audit summary is yours to use with any vendor, with no obligation to hire us.

Progress you can see every week

Weekly demos and a written update, so you always know what is done and what is next.

Your code and data, always yours

Full source and data export at any time. No lock-in, no hostage hosting.

Replies within one business day

Every message answered within one business day, with faster response times on Manage plans.

NDA before you share anything

We sign your NDA, or ours, before we see your systems or data.

Written into every proposal and contractBook a free audit call
Free audit call

Find the three automations that will save your team the most hours

A short call to understand your process. You get a written scope, timeline and fixed quote.

Book the callSee case studies
  • Ranked list of tasks to automate
  • Tools and integrations needed
  • Timeline and fixed quote
FAQs

AI automation FAQs

What does MCP mean and do we need it?

Model Context Protocol lets AI assistants like Claude, Copilot or ChatGPT securely read from and act on your systems. We use it when you want your team to ask an assistant questions about your own data.

Is our data safe?

Workflows run on your accounts or a dedicated server, with access limited to what each workflow needs. We can use models that do not train on your data.

What if the AI makes a mistake?

We add validation rules and human approval for anything important, and every run is logged so errors are easy to spot and fix.

Do we need to change our software?

No. We connect to the tools you already use through their APIs or connectors.

How do we know it worked?

We measure time per task before and after, and share an hours-saved report at the end of the sprint.

Why Involve Technologies

Why businesses choose Involve Technologies

Software, AI and platforms are only half of it. The other half is the team that sets them up for your business and keeps them running.

Our team in Nashik
ISO 9001CMMI Level 3
Offices in Nashik, London and Dubai
One accountable team

We audit, build, migrate, train and support. You deal with one team from first call to monthly support.

In-house engineers

Our own developers customise and extend what we deliver, so changes do not wait on an outside vendor.

Fixed-scope quotes

Scope, timeline and monthly plan are written down before work starts.

Training in your language

Hands-on training for admins and staff in English, Hindi and Marathi.

Your data, your control

Dedicated environments, backups and full data export whenever you need it.

Support after go-live

A monthly Manage plan with a named team that knows your setup.

ISO 9001:2015Certified quality management for every delivery
CMMI Level 3Defined, repeatable engineering processes
Microsoft · Zoho · SalesforceRegistered partner of all three
India · UK · UAEOffices in Nashik, London and Dubai
Get in touch

Let's talk about AI Automation Sprint

Tell us what you need in four quick steps. You get a reply from a consultant, not an auto-responder.

Usually replies within 2–4 business hours
Always within one business day · Mon–Sat 10:00–19:00 IST
  • Free 45-minute discovery call
  • Indicative quote on the call
  • Mutual NDA on request
Involve Digital Technologies Pvt. Ltd. team@involvetechnologies.com · +91 90963 02211Nashik, India · London, UK · Dubai, UAE
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