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AI Automation

AI agents, chatbots and automation that take daily work off your plate

Medhya Digital designs AI agents, deploys chatbots and automates repetitive daily work using tools such as n8n, Zapier, Make, OpenAI and Claude, so small businesses and creators spend their time on growth instead of admin.

What we build

AI Agent Development

Agents that read your data, make decisions within rules you set, and take action across your tools.

  • Agents for sales follow-up, research, support and operations
  • Connected to your CRM, email, sheets and documents
  • Guardrails, approvals and logs so you stay in control

Chatbot Implementation

Chatbots for your website and WhatsApp that answer from your own content and hand over to a human when needed.

  • Trained on your services, FAQs and documents
  • Lead capture straight into your CRM
  • Website, WhatsApp and Instagram channels

Daily Task Automation

The repetitive work that eats your week, mapped, automated and monitored with AI tools.

  • Eight common workflows, ready to adapt
  • Built on proven automation platforms
  • Monitoring and fixes after launch

Core stack: n8n, Zapier, Make, OpenAI, Claude, Google Gemini, LangChain, WhatsApp Business Platform.

Daily tasks we automate

Eight tasks clients ask us to automate first

Lead capture and CRM sync

Every enquiry from forms, ads, WhatsApp and email lands in one place, tagged and assigned.

How we automate it

  1. Connect forms, ad leads and chat to a single automation flow.
  2. An AI step cleans the data, spots duplicates and scores the lead.
  3. The lead is created in your CRM and the right person is notified instantly.

Tools we use

  • HubSpot
  • Zoho CRM
  • Salesforce
  • Pipedrive
  • Google Sheets
  • Typeform
  • n8n
  • Zapier

Email and follow-up sequences

Timely, personal follow-ups that go out without anyone remembering to send them.

How we automate it

  1. Trigger sequences from lead stage, purchase or inactivity.
  2. AI drafts messages in your voice using the customer's context.
  3. Replies pause the sequence and alert you to step in.

Tools we use

  • Gmail
  • Mailchimp
  • ActiveCampaign
  • Brevo
  • HubSpot
  • OpenAI
  • Claude
  • Make

Invoicing and payment reminders

Invoices created on time and gentle reminders sent until the payment arrives.

How we automate it

  1. Generate invoices automatically from a deal, order or timesheet.
  2. Send reminders by email or WhatsApp on a schedule you choose.
  3. Match payments, update status and flag the ones that need a call.

Tools we use

  • Zoho Books
  • QuickBooks
  • Xero
  • Razorpay
  • Stripe
  • WhatsApp Business
  • Zapier

Report generation and dashboards

Weekly numbers and live dashboards ready without copying data between tabs.

How we automate it

  1. Pull data from ads, analytics, CRM and sales into one source.
  2. Build dashboards that refresh on their own.
  3. AI writes a short plain-language summary and emails it to your team.

Tools we use

  • Looker Studio
  • Power BI
  • Metabase
  • Google Sheets
  • Airtable
  • Google Analytics
  • n8n
  • Make

Customer support triage

Questions sorted, answered when simple and routed to the right person when not.

How we automate it

  1. A chatbot answers common questions from your help content.
  2. AI classifies incoming tickets by topic, urgency and sentiment.
  3. Urgent or complex cases go to a human with the context attached.

Tools we use

  • Zendesk
  • Freshdesk
  • Zoho Desk
  • Intercom
  • WhatsApp Business
  • Slack
  • OpenAI
  • Claude

Social media scheduling

A steady posting calendar, drafted, approved and published without the daily scramble.

How we automate it

  1. AI drafts captions and variations from your content calendar.
  2. You approve in one place, then posts are scheduled across platforms.
  3. Performance flows back into a report to guide next month's plan.

Tools we use

  • Buffer
  • Hootsuite
  • Later
  • Meta Business Suite
  • Canva
  • Notion
  • Make
  • Zapier

Employee onboarding and approvals

New joiners set up and requests approved without chasing people over chat.

How we automate it

  1. A new hire triggers accounts, checklists, documents and welcome messages.
  2. Leave, expense and purchase requests route to the right approver.
  3. Decisions are logged and the requester is told automatically.

Tools we use

  • BambooHR
  • Zoho People
  • Slack
  • Microsoft Teams
  • Google Workspace
  • DocuSign
  • Notion
  • n8n

Product names are trademarks of their respective owners. We work with these tools; we are not affiliated with them.

How we work

From first task to a running system

  1. 1

    Map

    We list the tasks that cost you the most time and pick the best first one.

  2. 2

    Build

    We build, connect and test the workflow with your real data.

  3. 3

    Run

    We monitor it, fix issues and extend it to the next task.

Questions

AI automation, answered

What is AI agent development?

AI agent development is building software that can read information, decide what to do within rules you set, and act across your tools, such as updating a CRM, replying to a customer or generating a report. Medhya Digital builds agents with approvals and logs so you stay in control.

How is an AI chatbot different from an AI agent?

A chatbot mainly answers questions in a conversation. An agent can also take actions, for example creating a lead, booking a slot or sending an invoice. Many projects start with a chatbot and grow into an agent.

Which daily tasks can be automated with AI?

Common ones are lead capture and CRM sync, email and follow-up sequences, invoicing and payment reminders, report generation and dashboards, data entry and document processing, customer support triage, social media scheduling, and employee onboarding and approvals.

Which tools do you use for automation?

We build on platforms such as n8n, Zapier and Make, and AI models from OpenAI, Anthropic and Google. For documents we use troveGEN. We connect them to the tools you already use, such as HubSpot, Zoho, QuickBooks, Slack and Google Workspace.

How do you handle document processing and search?

We use troveGEN to ingest PDFs, scans, tables and websites, search them by words and meaning, and return answers with citations. Permissions are enforced, and sensitive data can be masked.

How much does AI automation cost?

Pricing is customised to your requirements, project scope and business objectives. Share what you want automated through our Connect with Sales form and we will come back with a plan and a quote.

Not sure what to automate first? Tell us about your workload

Ready to automate the busywork?

Tell us which tasks eat your week and we will map the first workflow.