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Your team is doing the integration by hand

The customer request arrives in one place. The quote is prepared somewhere else. Someone updates a spreadsheet, someone chases approval, and the owner asks for the same status again.

Buying another AI tool does not connect those steps. The first job is to map how work moves today, including the parts nobody has written down.

We look for a process with a clear owner, a repeated input and an output the team can verify. If a simple rule is sufficient, we do not need a language model in the middle.

AI automation services for the work between systems

Quotes, documents and approvals

Turn incoming requests into structured information and reviewable drafts. Define which rates to use, what information is missing and who approves the final output.

Follow-ups and customer handoffs

Connect enquiries to the right person, record what happened and flag unanswered items. Customer messages should use approved information and stop or escalate when the request falls outside scope.

Reporting and exception lists

Bring together the records needed for a daily report or a list of jobs needing attention. The useful output is not another dashboard to maintain; it is a clear view of what someone needs to do next.

Working layers around existing software

Connect an ERP, CRM, spreadsheet or other system where its integration options permit. Keep reliable systems of record in place. Propose a rebuild only when the underlying structure is the real limitation.

Our process: Map, Build, Run

Map the actual workflow

We follow a real piece of work from arrival to completion. We identify data sources, approvals, exceptions and a baseline such as handling time or rework.

Build a bounded first system

The first scope names the trigger, the output and the approval boundary. We test incomplete inputs, duplicate requests and failed integrations as well as the normal path.

Run it with a named owner

A workflow is not finished when it works in a demo. We agree who monitors failures, maintains access and updates the rules when the business changes. Your team learns the process as it is built.

Where this fits

  • Freight and logistics: quote preparation, document collection and job-status exceptions.
  • Real estate: enquiry routing, follow-up records and visibility over the next sales action.
  • Contracting: estimate inputs, site updates and approval queues.
  • Distribution: stock exceptions, recurring reports and procurement preparation.
  • Hospitality: guest follow-ups and service handoffs using approved information.
  • Travel: itinerary inputs, booking tasks and changes that require an operator's review.

These are candidate workflows. We confirm fit, integration access and controls before proposing a build.

See how an existing system can stay in place

Our ERP working-layer project describes a connected layer for estimates, job tracking and stock planning while the original ERP remains the system of record.

The public case study uses sample dashboard data and an anonymised client description. It shows the kind of work we build, not a promised result for your company.

Engagement and pricing

A custom workflow needs a scoped quote. The price depends on integration access, data condition, approval requirements, testing and who will operate the finished system.

A useful engagement separates process mapping, implementation and ongoing operation. Ask us to make model usage, hosting, third-party tools and support responsibilities visible in the proposal.

If the workflow does not justify a custom build, the right next step may be fixing the process or using an existing tool.

Frequently asked questions

What does an AI automation agency do?

It maps a business process, connects the relevant systems and builds automation around repeatable work. AI is useful for language or document interpretation; ordinary rules often remain the right choice for validation and approvals.

Is SolvTreeAI based in Mumbai?

Yes. SolvTreeAI is based in Mumbai and operates under Clivo Ventures Private Limited. We serve growing businesses across India and the UAE.

Can you work with our current ERP or spreadsheets?

We assess the available integrations, data and permissions first. A working layer may let your existing ERP remain the source of truth. Not every tool offers the access needed for a reliable integration.

Will staff need another application?

We aim to fit the workflow into tools the team already uses. A dedicated interface may still be needed for approvals, exceptions or work the current tools cannot support.

How do you measure whether automation worked?

We agree a baseline and an outcome before building. Depending on the process, that could be handling time, turnaround, incomplete jobs or rework. Usage alone is not evidence of business value.

What does AI automation cost?

There is no useful fixed price without a defined scope. Ask for build costs and recurring model, hosting, software and support charges separately, with clear assumptions about access and data preparation.

Start with one process that keeps coming back

Tell us where work gets copied, chased or missed. We will use that process to decide what is worth connecting first.

Discuss my automation workflow