Automation playbooks for Indian business

Real workflows from the shop floor — WhatsApp follow-ups, payment reminder ladders, IndiaMART lead response, Tally entries and GST invoices. Written by the team building Yantra in Pune.

D2C

Reduce COD RTO: the WhatsApp confirmation flow D2C brands use

Confirm-with-buttons, address check, prepaid-convert maths and the out-for-delivery nudge that catches "nobody home" — with Hinglish scripts.

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Real estate

Real estate leads: portal enquiry → WhatsApp in 60 seconds

Instant brochure, site-visit booking with reminders, post-visit cost sheet and a 30-day nurture — RERA-safe, no CRM required to start.

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Education

Coaching class automation: fees, absent alerts and parent updates

The fee ladder that collects without awkward calls, absent-today alerts parents love, test-score updates and admission follow-ups.

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Compare

Wati alternative: when a WhatsApp inbox isn't enough

What Wati does well, where per-agent pricing bites, cheaper BSPs to weigh, and the one question that decides inbox vs automation platform.

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Retail

Kirana & retail automation: udhaar reminders, stock alerts and the 9pm report

Polite udhaar recovery scripts, a daily sales summary you never add up, low-stock alerts on your top 20 SKUs and festival win-back — on WhatsApp.

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Compare

Wati vs Interakt vs AiSensy (2026): the honest comparison

Where each tool genuinely wins, what all three share — and the tool-vs-automation-platform question that decides what you actually need.

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Guide · Hinglish

Business automation kya hai? Dukandaar ke liye seedhi Hinglish guide

Bina jargon ke: automation kaise kaam karta hai, pehle 5 automation, time ka hisaab, kharcha — aur kya kabhi automate nahin karna chahiye.

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Services

Salon, clinic, tuition: WhatsApp reminders that end no-shows

The confirm → 24h → 2h ladder with tap-to-confirm buttons, polite rebooking after a no-show and the 6-week repeat nudge.

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Templates

21 WhatsApp Business message templates for Indian SMBs — copy, adapt, send

Lead replies, order updates, payment reminders, reviews and win-back — in the Hinglish your customers actually speak. Steal these.

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Compare

Zapier alternative for Indian business (2026): an honest ₹-wise comparison

Dollar billing, task-counted failures, no WhatsApp depth, no Tally. Where the mismatch bites — and when you should actually stay on Zapier.

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WhatsApp

WhatsApp Business API pricing in India, explained like a human

Per-message rates by category, the free 24-hour window, BSP markups — and the four places businesses quietly overpay.

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D2C

Shiprocket + WhatsApp: tracking updates that kill "order kahan hai?"

Three automatic messages that end the most common support question — and the out-for-delivery script that cuts COD RTO.

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Distribution

Automation for distributors & wholesalers: Tally outstanding → WhatsApp collection

Weekly outstanding pulls from Tally, polite reminder ladders per retailer, WhatsApp order intake and the 9am owner summary.

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CRM

Google Sheets as your free CRM: the automations that make it real

Rows that write themselves, follow-ups that fire themselves, campaigns from a filter — and when to graduate to a real CRM.

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WhatsApp

WhatsApp automation for small business in India — the 2026 playbook

Where Indian business actually happens is WhatsApp. Here is what to automate first, what to never automate, and how the 24-hour window works.

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Collections

Payment reminders on WhatsApp: the day 3 / 7 / 15 ladder that actually collects

Most unpaid invoices are forgetfulness, not refusal. A polite, automatic ladder recovers money without souring the relationship.

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Leads

IndiaMART leads → WhatsApp in 30 seconds

The first supplier to reply usually wins the enquiry. How to greet every IndiaMART lead on WhatsApp before your competitor even opens the app.

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Accounting

Tally automation: post every Razorpay payment into Tally without typing

Your books live in Tally on a shop PC. Your payments live in Razorpay. Here is how the two finally talk to each other.

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GST

GST invoice automation for Shopify and D2C orders

CGST/SGST vs IGST, gapless numbering, and why invoice creation is the easiest thing to automate in your order flow.

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Compare

Pabbly alternative for Indian business: why we built Yantra

Pabbly, Zapier and Make are good tools built for someone else's business. An honest comparison from the team that got tired of duct tape.

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