Agentic Automation

Core Business Automation

Kynato automates the operational backbone of Indian businesses — document collection, compliance reminders, CRM updates, invoice generation, HR onboarding, reporting pipelines, and RPA for structured repetitive tasks.

What This Covers

WhatsApp document collection bot
Multi-channel compliance reminder system
CRM auto-update from calls, emails, and WhatsApp
Invoice generation and payment reconciliation
HR onboarding automation
Automated reporting and reconciliation
RPA for data entry and portal submissions

Services in This Area

Each area below is a discrete service built, integrated, and operated by Kynato.

Document Collection Automation

Kynato automates client document collection via WhatsApp — building the bot flow, validation logic, rejection-and-retry sequences, file naming, storage routing, and CRM status updates.

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Compliance Reminder and Deadline Alert System

Kynato builds multi-channel compliance reminder systems — configuring pre-deadline alerts via WhatsApp and email for GST, ITR, TDS, and audit milestones, with escalation on non-acknowledgement.

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CRM Auto-Update Pipeline

Kynato builds pipelines that automatically log calls, emails, and WhatsApp messages to CRM records — with stage trigger rules and duplicate detection to keep your pipeline data clean and current.

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Invoice, Billing, and Payment Automation

Kynato automates invoice generation and payment follow-up — milestone-triggered invoice creation, escalating payment reminder sequences, and automated reconciliation of incoming payments.

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HR and Onboarding Automation

Kynato automates the full HR onboarding journey — offer letter generation, document collection via WhatsApp, training delivery scheduling, and milestone check-in sequences without manual coordination.

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Reporting and Reconciliation Automation

Kynato automates business reporting pipelines — pulling data from multiple sources, running anomaly detection, and delivering formatted summary reports on schedule to the right inboxes.

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RPA (Robotic Process Automation)

Kynato builds RPA bots for rule-based repetitive tasks — data entry, web portal submissions, and structured process automation that sits outside the scope of LLM-based agents.

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Related searches

business process automation Indiadocument collection automation IndiaCRM automation Indiainvoice automation India

Full Service Hierarchy

Every nested service within this area — click any to explore.