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Trident Square

Business Process Automation

Prong
02 — Thinks
Timeline
First automations live in 2–3 weeks
Engagement
Fixed scope or team

Automation systems that take the busywork off your team

We automate the repetitive work that eats your team’s week — order processing, invoicing, approvals, reporting, follow-ups, data entry — by connecting the tools you already pay for and adding AI where judgement is needed.

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InstaBus — built with Business Process Automation
Built with workflow automation — InstaBus →

01 / Why it matters

Every business has a dozen workflows where someone copies data from one screen to another: a new order becomes an invoice, a WhatsApp enquiry becomes a CRM entry, a PDF becomes a row in Tally. Each one is small. Together they cost you a full-time salary and a steady stream of mistakes.

We map those workflows, rank them by hours saved, and build automations that run reliably — with retries, alerts when something breaks, and a dashboard that shows exactly what ran. Simple flows run on n8n, Make or Zapier; complex ones get custom code and AI steps for reading documents and making decisions.

02 / What you get

  1. 01Process audit with hours-saved estimate per workflow
  2. 02Integrations across CRM, ERP, Tally, Zoho, HubSpot, Shopify, WhatsApp, email and sheets
  3. 03AI steps for reading invoices, forms, emails and PDFs
  4. 04Approval flows, alerts and exception handling
  5. 05Automated reports and dashboards
  6. 06Monitoring, logs and a runbook your team can follow

03 / Where it pays off

Common use cases

01

Order to invoice

New orders create invoices, update stock, notify the customer on WhatsApp and post to accounting automatically.

02

Lead routing

Leads from ads, website and WhatsApp land in your CRM, get scored and assigned, and receive an instant first reply.

03

Document processing

Invoices, KYC documents and purchase orders are read by AI, validated and pushed into your systems.

04

Reporting

Daily sales, cash and operations reports compiled and sent to your inbox or WhatsApp every morning.

Tools we use — n8n / Make / Zapier / Python / Node.js / Zoho / HubSpot / Tally / WhatsApp API / Google Workspace

04 / Proof

Related work

Business Process Automation — FAQ

Questions, answered.

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  1. Almost anything that follows rules: order processing, invoicing, payment follow-ups, lead routing, onboarding, approvals, inventory updates, HR paperwork and reporting. If a person copies data between tools, it can usually be automated.

  2. Usually not. We connect the tools you already use — CRM, ERP, Tally, Shopify, Google Sheets, WhatsApp — through their APIs or, where none exist, through careful scripted access.

  3. We pick per workflow. No-code tools are fast and cheap for simple flows; custom code is better for high volume, complex logic or sensitive data. Many systems mix both.

  4. It retries, then alerts the right person with the details. Every run is logged so you can see what happened and replay it.

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