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
01
Lead capture and CRM sync
Every enquiry from forms, ads, WhatsApp and email lands in one place, tagged and assigned.
How we automate it
Connect forms, ad leads and chat to a single automation flow.
An AI step cleans the data, spots duplicates and scores the lead.
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
02
Email and follow-up sequences
Timely, personal follow-ups that go out without anyone remembering to send them.
How we automate it
Trigger sequences from lead stage, purchase or inactivity.
AI drafts messages in your voice using the customer's context.
Replies pause the sequence and alert you to step in.
Tools we use
Gmail
Mailchimp
ActiveCampaign
Brevo
HubSpot
OpenAI
Claude
Make
03
Invoicing and payment reminders
Invoices created on time and gentle reminders sent until the payment arrives.
How we automate it
Generate invoices automatically from a deal, order or timesheet.
Send reminders by email or WhatsApp on a schedule you choose.
Match payments, update status and flag the ones that need a call.
Tools we use
Zoho Books
QuickBooks
Xero
Razorpay
Stripe
WhatsApp Business
Zapier
04
Report generation and dashboards
Weekly numbers and live dashboards ready without copying data between tabs.
How we automate it
Pull data from ads, analytics, CRM and sales into one source.
Build dashboards that refresh on their own.
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
05
Data entry and document processing
Invoices, forms, contracts and scans read automatically, with the data filed where it belongs.
How we automate it
Documents are ingested from email, drives and uploads, including scans.
Fields are extracted, checked and written to your sheet, CRM or accounting tool.
Staff only review the exceptions, and every answer can be traced to its source page.
Tools we use
troveGEN
Google Document AI
AWS Textract
Azure AI Document Intelligence
Airtable
Google Drive
Make
06
Customer support triage
Questions sorted, answered when simple and routed to the right person when not.
How we automate it
A chatbot answers common questions from your help content.
AI classifies incoming tickets by topic, urgency and sentiment.
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
07
Social media scheduling
A steady posting calendar, drafted, approved and published without the daily scramble.
How we automate it
AI drafts captions and variations from your content calendar.
You approve in one place, then posts are scheduled across platforms.
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
08
Employee onboarding and approvals
New joiners set up and requests approved without chasing people over chat.
How we automate it
A new hire triggers accounts, checklists, documents and welcome messages.
Leave, expense and purchase requests route to the right approver.
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.
Document processing and search
Document processing and search with troveGEN
For document-heavy work we use troveGEN, a document search and answer platform for people and AI agents. It reads your files properly, finds the right passage, and answers with the source it came from.
Reads real-world documents
PDFs, scans, tables, spreadsheets, email, images of documents and whole websites, with OCR in the document's own script.
Finds by words and by meaning
Exact terms and differently worded questions are combined in one ranked list, with filters and cited answers.
Respects permissions
Restricted passages are removed before ranking, and sensitive numbers can be masked before anything is indexed.
Built for AI agents
An MCP server, SDK and API let your agents use the same governed document search as your team.
Deploys your way
Managed, in your own vector database, or fully offline when documents cannot leave your premises.
troveGEN is a product of Intellara. Details are from trovegen.com.
How we work
From first task to a running system
1
Map
We list the tasks that cost you the most time and pick the best first one.
2
Build
We build, connect and test the workflow with your real data.
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.