Workflow automation & AI agents New Delhi
Custom workflow automation that does the chasing.
TechnicalGuider builds workflows and AI agents that follow up every lead, remind customers about dues, ask for your approval and send you the day's report on their own, across WhatsApp, your CRM, Google Sheets, payments and email. Work stops waiting for you. You own the code, the data and the server.
Reply within 24 hoursMon–Sat, 10 AM–7 PM IST+91 96549 28232
Today's chase list
7waiting for you
- Forward the new lead to saleslead.routed → sales team · 10:02
- Remind customers about duesreminder.sent → customers · template · UPI link
- Copy today's WhatsApp orders into the sheetorder.added → Google Sheets
- Send the GST invoice for Order #1038invoice.sent → customer · WhatsApp
- Follow up yesterday's enquiriesfollowup.sent · no reply in 24 h
- Ask accounts for today's numbersreport.sent → you · 9:00 PM
- Approve 12% discount on Order #1042?approval.granted → you · 21:41approval.rejected → you · 21:41
- Google SheetsSheets
- CRMHubSpot · Salesforce · yours
- UPI · RazorpayUPI
Today's summary9:00 PM
- New leads
- 18
- Orders
- 6
- Collected
- ₹42,500
- Dues overdue
- 3
Illustrative
APPROVAL NEEDEDIllustrative
Discount 12% on Order #1042 ₹18,000 · asked by Sales team Staff limit: 10% Approved · by youRejected · by you21:41TechnicalGuider workflow automation in numbers
- 1/4 100+ custom workflows live
- 2/4 200+ deployments shipped
- 3/4 99.2% uptime on every project
- 4/4 24 h reply, Mon–Sat
FIG. 01·How work moves today
Right now, the workflow is you.
You forward the lead, remind the staff, chase the dues, approve the discount on a call and ask the accountant for the numbers. When you’re in a meeting, travelling or asleep, the work waits. Workflow automation connects your tools so routine work moves on its own, and only the decisions come to you.
Where are you right now?
you
TG team
- waiting for youroutedNew leadsLost in the chat scroll
- waiting for youaddedGoogle SheetsRetyped into a register
- waiting for youupdatedCRM‘We’ll call you back tomorrow’
- waiting for yousentTeamFollow-ups forgotten
- waiting for youloggedAccounts‘Ask the accountant’
- waiting for youremindedCustomersDues chased on calls
FIG. 02·One event, every tool
One payment. Five tools updated. Nobody typed a thing.
Something happens once in your business: a payment, a form fill, a ‘yes’ on WhatsApp. Everything that should follow happens on its own, in every tool, in the right order, with each step logged on your server.
Illustrative
Google Sheets1/5
Your CRM2/5
Customer’s WhatsApp3/5
GST invoice4/5
Your 9 PM report5/5
And your ads learn who paid
Real sales go back to Meta through the Conversions API.
Meta ads, done this way
Google Sheets1/4
Your CRM2/4
Customer’s WhatsApp3/4
Sales team4/4
Payment link1/5
Your CRM2/5
Google Sheets3/5
Sales team4/5
Follow-up5/5
Purchase team1/4
Draft purchase order2/4
Your approval3/4
waiting for yousee approvals
Vendor4/4
Pay ₹4,500
Order #1042 · your store
IllustrativeGet a quote
yourwebsite.in · contact form
NamePriya Phone98XXX XXX21 Need200 printed boxes for our bakery IllustrativeCustomer chat
your WhatsApp Business number
Your quote for Order #1042 is ₹4,500. Shall we go ahead?
Yes, please go ahead
IllustrativeBlue Box (large)
stock count · godown
46left
reorder level 50below level
IllustrativeWhat it connects
Built on n8n where it fits, or custom code (Node.js) when the job needs it. Running on a server in your name or under your control.
- Messaging
- WhatsApp Business Platform (Cloud API), directly or via a BSP
- Website forms
- CRM & sheets
- HubSpot
- Salesforce
- Your own CRM
- Google Sheets
- Payments
- Razorpay
- UPI
- Stripe (international)
- AI & ads
- OpenAI GPT
- Claude
- Gemini
- Custom model
- Meta Conversions API
Using something else? Tell us what you use, and we’ll tell you honestly whether it can be connected.Tell us what to connect
FIG. 03·Approvals on WhatsApp
Decisions wait for you. Nothing else does.
Set the rules once: what runs on its own, what needs your yes, and who else can approve. Requests reach you on WhatsApp with the details. One tap runs the next steps, and every decision is logged with name and time.
APPROVAL NEEDEDIllustrative
Purchase order · Blue Box (large) Blue Box (large) is below 50 units. Draft PO to your usual vendor: 200 units · ₹36,000. Your rule: every PO needs your yes Approved · by you21:41
RequestPurchase order
If you approve
If you reject
- PO sent to vendor
- sheet updated
- logged
- purchase team told
- logged
decision.logged · approved by you · 21:41 IST
You decide which actions run on their own and which wait for a yes.
Send approvals to my WhatsAppFIG. 04·AI agents, inside your rules
AI agents that read, decide and act.Inside the rules you set.
An AI agent reads what comes in (a message, a form, a document), works out what it means and takes the next step in your tools: it replies, creates the order, updates the CRM or alerts your team. It works from your data, follows your rules, and hands over to your team when a person should step in. It runs on OpenAI GPT, Claude, Gemini or a custom model.
Illustrative
1/3 A dealer on WhatsApp
Read1/3
Dealer · WhatsApp10:12 AM
Need 40 boxesQTY of the blue oneITEM, same rate as last timeRATE, by FridayDUE. Can you do 12% offASK?
- QTY
- 40 boxes
- ITEM
- Blue Box (large)
- RATE
- last price
- DUE
- Friday
- ASK
- discount 12%
Reads from
- Catalog & prices
- FAQs & policies
- Order data
- Your tone of voice
Decide2/3
- Repeat dealer
- In stock
- Within credit limit
- Discount 12% vs limit 10%
Your rules
- Business hourson
- Hand over to a person when unsureon
- Never share private dataon, locked
- Approved answers onlyon
- Discounts above → ask the owner applies to discounts
Decision→ ask the owner
Act3/3
- approval.asked → you
- dealer.told: checking with the owner
TemplateThanks! Checking the 12% with the owner. We’ll confirm shortly.10:12 AM
with the full conversation, so nobody has to repeat themselves.
Guardrails
- Business hours
- Hands over to a person
- Never shares private data
- Approved answers only
Runs on
- OpenAI GPT
- Claude
- Gemini
- Custom
FIG. 05·A day of your business · IST
Work that leaves on time.It remembers, so you don’t have to.
Lead routing, follow-ups, dues reminders, approvals, orders into your sheet, invoices and the day’s report go out on the schedule and the rules you set, day and night. Illustrative examples; every build is designed around how you work.
| Time | Work | To | Status |
|---|---|---|---|
| 09:00 | Dues reminders | Customers with dues | Sent |
| 09:14 | New lead, website form | Sales team | Routed |
| 10:02 | Follow-up, no reply in 24 hours | Yesterday’s enquiries | Sent |
| 11:30 | WhatsApp orders | Google Sheets | Added |
| 13:15 | Purchase order | You | Waiting for you: see approvals |
| 15:40 | Payment received | Sheet, CRM and invoice | Updated |
| 18:05 | Dispatch alert | Store team | Sent |
| 21:00 | Day’s report | Your WhatsApp | Delivered |
| 23:12 | New enquiry | AI reply and CRM | Answered |
| 03:00 | Nightly backup | Your server | Done |
| 07:30 | Appointment reminders | Customers, as templates | Queued |
The timetable
What runs on its own, once it’s built
Lead routing
Every lead from your ads, forms and WhatsApp lands in your CRM and reaches the right person.
WhatsApp · Forms · CRM
Follow-ups and reminders
Follow-ups and reminders go out on the timers you set, as approved templates to opted-in customers.
WhatsApp · Email
Dues and payment reminders
Reminders go out on their own, with a UPI or Razorpay link, and the owner is alerted if it’s still unpaid.
WhatsApp · UPI · Razorpay
Approvals
Discounts, purchase orders and expenses come to your WhatsApp with Approve and Reject, and your answer runs the next step.
WhatsApp · Sheets
Orders and invoices
Paid orders update your system, add a Google Sheets row and send a GST invoice on WhatsApp.
Payments · Sheets · WhatsApp
Data entry between tools
Data moves between your tools instead of being copied by hand. Form → Sheet → CRM → WhatsApp → Invoice.
Sheets · CRM · Forms
Daily reports
A short summary of leads, orders, payments and dues on your WhatsApp or email.
WhatsApp · Email
AI agents
Agents that read messages, forms and documents, decide the next step and act inside your rules.
OpenAI GPT · Claude · Gemini
Sales back to your ads
Real sales go back to Meta through the Conversions API and your CRM, so your ads learn who actually buys.
CRM · Conversions API
Your first workflow
Say it in one sentence. We’ll build the rest.
Pick what starts it, what should happen, and what to do if it doesn’t go to plan. Send it to us on WhatsApp. The people who’d build it read it and reply within 24 hours.
Try:
When , then and . If , .
When a lead comes in, reply on WhatsApp and add it to my CRM. If there’s no reply in 24 hours, send a follow-up.
Send this workflow on WhatsApp
Or add details in the brief
You send it from your own WhatsApp · Reply within 24 hours · Mon–Sat
Before you hand over the work
Every “what if”, answered.
You’ll know. So will we.
Every step is logged, so you know what happened, and when. If a process crashes, it restarts on its own, and we watch every workflow closely after go-live.
Ask us this on WhatsAppIt works from your data, inside your rules.
It answers from your catalog, prices, FAQs and policies, follows the rules you set, and hands over to your team when it isn’t sure or a customer asks for a person.
Ask us this on WhatsAppBuilt around how your team already works.
We map how work moves today before we build anything. You approve the workflow map first, and you try each workflow as we go. Your team keeps using the WhatsApp, sheets and CRM it knows.
Ask us this on WhatsAppYour code. Your data. Your server.
What we build runs on a server in your name or under your control, and we hand everything over. No lock-in.
Ask us this on WhatsAppIt runs on your server.
SSL, nightly backups and a firewall as standard, and every step logged on your own server. Customer messages go only to people who opted in.
Ask us this on WhatsAppA written quote before any work starts.
It’s quoted per build, based on the jobs you want automated and the tools they connect to. Third-party costs, like WhatsApp messaging charges, AI and API credits and hosting, are billed at actual cost. All payments are final and non-refundable, except where a refund is required by applicable law, which is why the scope, map and quote are agreed in writing first.
Ask us this on WhatsAppSame team: 200+ deployments · 50+ custom WhatsApp builds shipped · 10K+ messages routed daily
SHEET 1 OF 1·How we start
You see the whole map before we build a thing.
It starts with one WhatsApp message. We map how work moves in your business today: what comes in, who does what, which tools, and where work gets stuck. Then you get a written scope, a workflow map and a clear written quote before any work starts.
Workflow map · Sheet 1 of 1
ClientYour business
Drawn byTechnicalGuider
Approved byYouApproved by you
SheetIllustrative
Brief
Send one WhatsApp message or the brief. We map how your team handles it today: what comes in, who does what, which tools, and where work gets stuck.
You get a written scope, a workflow map of every step and a clear written quote before any work starts.
We build the workflows and connect your WhatsApp, CRM, Google Sheets and payments, and you try each workflow as we go.
It goes live on your server, with every step logged. Where WhatsApp messages are involved, templates go through Meta’s approval.
We stay after launch, watch how it runs and keep improving the workflows with you as your business grows.
- Written scope
- Workflow map
- Written quote
- NDA if you want one
- You talk to the people building it
Workflow brief
Name the job. We’ll draw the map.
Tell us the one job you’re tired of chasing. We reply within 24 hours with questions, then a written scope, workflow map and quote before any work starts.
Your workflow
editadded to your brief below
Tell us the job to automate
Message us on WhatsApp or email us. We reply within 24 hours on business days.
WhatsApp us (opens in a new tab) hello@technicalguider.comTechnicalGuiderWorkflow automation · New Delhi
After you press Send
- Your brief The job you want off your desk, and the tools you use today. sent from your WhatsApp
- Read by the people who’d build it. We come back with questions, or a time to walk through how work moves today. within 24 hours
- Written workflow map + quote. Every step, tool and approval, mapped and priced. before any work starts
Mon–Sat · 10 AM–7 PM IST
FAQ
Questions owners ask before they hand over a job.
TechnicalGuiderMon–Sat, 10 AM–7 PM IST
Reply within 24 hours
Ask your own question on WhatsApp
What is workflow automation?
Workflow automation connects your business’s tools so routine work (data entry, approvals, routing, reminders and reports) happens on its own. TechnicalGuider custom-builds it around how your business already works. 100+ custom workflows live.
What can you automate in my business?
Lead routing and follow-ups, reminders, approvals, orders, invoices and payment reminders, data moving between WhatsApp, your CRM, Google Sheets and payments, and daily reports. Anything repetitive with clear rules is a good candidate.
Which tools do you connect?
WhatsApp (Meta’s WhatsApp Business Platform), HubSpot, Salesforce or your own CRM, Google Sheets, Razorpay, UPI and Stripe, email, your website forms, and AI models such as OpenAI GPT, Claude and Gemini. Using something else? Tell us what you use, and we’ll tell you honestly whether it can be connected.
What do you build it on?
On n8n where it fits, or in custom code (Node.js) when the job needs it. It runs on a server in your name or under your control.
What is an AI agent, and is it safe to let it act?
An AI agent reads messages, forms and documents, decides the next step and acts inside the rules you set. When it isn’t sure, or a customer asks for a person, it alerts your team and hands over with the full conversation. Every step is logged.
What happens if something fails?
Processes restart on their own if they crash, every step is logged so you can see what happened and when, and we watch every workflow closely after go-live.
Can we start with just one workflow?
Yes. Start with the job you chase most. Each build is quoted on its own, and the next workflow can connect to the same tools.
Who owns it?
You do: the code, the data and the server. No lock-in, and we hand everything over.
How much does it cost?
It’s quoted per build, based on the jobs you want automated and the tools they connect to, with a clear written quote before any work starts. Third-party costs (WhatsApp messaging charges, AI and API credits, hosting) are billed at actual cost. All payments are final and non-refundable, except where a refund is required by applicable law.
How do we start?
Send a WhatsApp message or the brief. We reply within 24 hours (Mon–Sat, 10 AM–7 PM IST), map how work moves today, then send a written scope, workflow map and quote.
Do you work outside Delhi?
Yes. We’re based in New Delhi and work with businesses across India, from the metros to Tier-2 and Tier-3 cities, plus select clients in the US, Singapore and the UAE.
What will you stop chasing first?
TechnicalGuiderReply within 24 hours
Pick one. We’ll map it, quote it in writing, and build it to run on your server.
Reply within 24 hoursMon–Sat, 10 AM–7 PM IST+91 96549 28232