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Prilient — Journey Towards Future
AI Workflow Automation

AI workflow automation that does the busywork and keeps your team in control

We map one of your processes, then connect your inbox, WhatsApp, CRM, accounts and HR tools so AI handles the repetitive steps: reading documents, replying, checking, updating records and following up. Your team approves what matters, and every step is logged.

Map one process with us See the flows
  • Built on the same platform as our 6 AI agents
  • Human approval steps built in
  • Every step logged
Demo · AI order desk
Demo: an AI workflow reads a dealer's WhatsApp order, checks stock, credit and pricing across seven systems, asks the sales head to approve a discount and books the dispatch
Rules-based automation
  • Fixed rules and templates
  • Breaks on new formats
  • Can't read free text
  • Every exception goes to a person
AI workflow automation
  • Reads documents, messages and speech
  • Handles new formats
  • Decides the easy cases
  • Sends only real exceptions to a person, with context

The difference

What AI workflow automation is, and how it differs from rules-based automation

AI workflow automation is a chain of steps (a trigger, AI steps, human approvals and actions) that runs a business process from start to finish. Rules-based tools and RPA follow fixed rules and break when the input changes. AI steps can read a messy invoice, understand a customer's message in their own words or score a candidate's answer, then pass clean results to the next step.

Process flows

Processes we automate, step by step

Six processes we automate most often. Each shows the trigger, the AI steps, where your team stays in control, and the result.

Every lead answered and qualified, day and night

  1. Trigger A lead messages you WhatsApp, website chat or a form
  2. AI step AI replies straight away In English, Hindi or Hinglish, 24/7
  3. AI step Qualifies the lead Need, budget, timeline and location
  4. Action Adds it to your CRM With the full chat and a summary
  5. Action Books a call On your team's live calendar
  6. Your team Your sales rep takes over With context, so nobody re-asks

BeforeLeads wait hours for a reply, and many go cold. AfterEvery lead gets an answer at once, and your team talks only to qualified buyers.

See WhatsApp AI chatbots →

Invoices read, checked and posted without re-typing

  1. Trigger An invoice arrives By email, WhatsApp or upload
  2. AI step AI reads it Vendor, GSTIN, line items and totals
  3. AI step Checks it Matches the PO and receipt, checks GST
  4. Your team You approve exceptions One tap, only when something is off
  5. Action Posts it to your books VyapaarSense or your accounting system
  6. Action Schedules the payment And lets the vendor know

BeforeStaff re-type every invoice and chase approvals by phone. AfterPeople look only at the invoices that need a decision.

First-round screening done for you, with people making the final call

  1. Trigger A candidate applies Job portal, careers page or WhatsApp
  2. AI step Screens the CV Against your must-haves
  3. AI step Runs the first interview Voice or chat, at the candidate's time
  4. AI step Scores and summarises Same questions and criteria for everyone
  5. Your team HR reviews the shortlist People make the final decision
  6. Action Books the interview And keeps every candidate informed

BeforeRecruiters spend days on first-round calls. AfterRecruiters spend their time on the shortlist.

See HR Screening Agent →

Simple questions answered at once, hard ones sent to the right person

  1. Trigger A customer asks for help Phone, WhatsApp or web chat
  2. AI step Understands the request Intent, language and mood
  3. AI step Answers from your data Help docs, order status and policies
  4. Action Logs the ticket Created or updated automatically
  5. Your team Escalates when needed To a person, with the full history
  6. Action Follows up Confirms the fix and asks for feedback

BeforeCustomers wait in a queue for simple answers. AfterSimple questions are answered straight away. Your team handles the hard ones.

See AI agent development →

Calls answered and appointments booked, even after hours

  1. Trigger A patient calls or messages Day or night
  2. AI step The AI receptionist answers Timings, doctors, fees and directions
  3. AI step Finds a free slot From the doctor's live calendar
  4. Action Books the appointment And sends a confirmation
  5. Action Sends reminders With a link to reschedule
  6. Your team Front desk sees the day Every booking and change in one view

BeforeMissed calls after hours become missed patients. AfterEvery call gets an answer and every booking a confirmation.

See AI receptionist for clinics →

Verified attendance flowing straight into compliant payroll

  1. Trigger A guard reaches the site The shift starts
  2. AI step Check-in is verified GPS geofence, selfie or biometric punch
  3. Action The roster updates live Gaps are flagged at once
  4. Your team A reliever is deployed The coordinator picks from the bench
  5. Action Payroll is calculated PF, ESI and state rules applied
  6. Action The client is invoiced GST invoice plus an audit trail

BeforeAttendance on paper, payroll in spreadsheets and disputes every month. AfterVerified attendance flows straight into compliant payroll and billing.

Don't see your process? Tell us about it

How it works

Four building blocks, any process

Triggers

A new email, WhatsApp message, form, call, file upload, database change or a schedule starts the flow.

AI steps

Read documents, understand messages and speech, classify, extract, summarise, score and draft replies.

Your team

Approvals, reviews and handoffs go to the right person on WhatsApp, email or a dashboard, with the context they need.

Actions

Create and update records, post entries, book slots, send messages and payment links, and raise tickets.

Every run is logged, so you can see what happened, when and why.

Use cases

What teams automate first

Sales

Typical workflow

  1. Instant replies to new leads
  2. Lead qualification and scoring
  3. Follow-ups and meeting booking

Finance & accounts

Typical workflow

  1. Invoice and receipt reading
  2. PO matching and GST checks
  3. Payment reminders and reconciliation

HR & hiring

Typical workflow

  1. CV screening
  2. First-round interviews
  3. Onboarding documents and checklists

Customer support

Typical workflow

  1. Answers from your help docs
  2. Ticket creation and routing
  3. Follow-ups and feedback

Operations & field teams

Typical workflow

  1. Verified attendance
  2. Roster gaps and relievers
  3. Compliant payroll and client invoicing

Healthcare front desk

Typical workflow

  1. Call answering
  2. Appointment booking
  3. Reminders and rescheduling

How we work

From one process to a workflow that runs every day

  1. Map the process

    We walk through the process with the people who do it, count the volumes and find the steps worth automating. Typical time: 1 week.

  2. Prototype on your data

    A working flow on your real documents and messages, with your team reviewing every result. Typical time: 2–4 weeks.

  3. Pilot with approvals

    Live on a limited scope, with human approval on the steps you choose and weekly tuning.

  4. Scale and run

    Full rollout, monitoring and monthly improvements, then the next process. A full launch typically takes 6–10 weeks.

Integrations

Works with the tools you already use

Email inboxes
WhatsApp Business Platform
Website chat and forms
Phone calls
CRMs
Accounting and ERP systems, including VyapaarSense
Calendars
Spreadsheets and databases
HR and payroll systems
Biometric attendance devices
File storage
REST APIs and webhooks

If a tool has an API, we can usually connect it, and our software engineering team builds custom connectors. We'll confirm in the first call.

Proof

Automation we run in our own products

Demo · VyapaarSense
Demo: the VyapaarSense dashboard with KPIs, an AI sales forecast and alerts for low stock, an anomaly, a GSTR-1 draft and bank reconciliation

VyapaarSense: documents, GST and bank matching

VyapaarSense reads invoices and receipts, syncs them to the ledger, prepares GST returns and matches bank statements to your books, with AI flagging low stock and unusual activity.

See VyapaarSense
Demo · Tainaat WorkforceOS
Demo: a guard checks in inside the geofence, a biometric punch syncs, the roster fills, a reliever covers a gap and payroll runs with PF and ESI

Tainaat: from check-in to compliant payroll

Tainaat verifies field staff with geofenced GPS and biometric punches, keeps rosters live, runs payroll with statutory deductions and records every change in an immutable audit ledger.

See Tainaat WorkforceOS

Also see: Our 6 AI agentsDataSwitch document AI, a client project

Control

Automation you can trust with real work

Approvals where they matter You choose which steps need a person, and set the thresholds.
Every step logged A full history of each run, for audits and for fixing problems fast.
Only the access it needs Each flow gets only the data and permissions its steps require.
Safe fallbacks When AI is unsure, the item goes to a person instead of guessing.
Your data stays yours Deletion on request, encryption in transit and at rest, and India's DPDP Act 2023 kept in view.
ISO/IEC 27001 certified team Security practice built into how we work.
ISO/IEC 27001 certified

Pricing

A fixed quote for each stage, plus a monthly running cost

You'll know the cost of mapping, prototyping and launch before we start, and the monthly cost to run and improve the flow. You own your data and prompts, and the code IP on final payment.

Fixed quote after a free 30-minute call.

Book a free 30-minute call

FAQs

AI workflow automation questions, answered

What is AI workflow automation?

It's a chain of steps that runs a business process from start to finish: a trigger, AI steps that read, understand and decide the easy cases, approvals by your team where they matter, and actions in your tools. Every step is logged.

How is it different from RPA or rules-based automation?

Rules-based tools follow fixed rules and break when the input changes. AI steps can read messy documents, understand free-text messages and speech, and handle new formats, so fewer items end up as exceptions.

Which processes should we automate first?

Start with a high-volume, repetitive process that has clear rules for what "done" means, such as lead replies, invoice processing, candidate screening, support questions or appointment booking. We'll help you pick one in the first call.

Will AI make decisions without our team?

Only where you allow it. You choose which steps need human approval and set the thresholds. When the AI is unsure, the item goes to a person with the context they need.

Which tools can you connect?

Email, WhatsApp, website chat and forms, phone calls, CRMs, accounting and ERP systems, calendars, spreadsheets and databases, HR and payroll systems, and anything with a REST API or webhooks.

How long does it take?

Mapping a process usually takes about a week and a working prototype 2–4 weeks. A full launch typically takes 6–10 weeks, depending on integrations and approvals.

How much does AI workflow automation cost?

We give a fixed quote for each stage, plus a monthly running cost, after a free 30-minute call. You own your data and prompts.

Tell us one process. We'll show you how it could run itself.

A free 30-minute call with an engineer, not a salesperson.

Map one process with us WhatsApp us

Free consultation · NDA on request · Reply within one working day

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