MSMEAutomation
MSMEAutomation

₹75,000 · 2 weeks · adjusts against Build

ResourcesPlaybook
Free Resource

The MSME Automation
Playbook.

A free, practical guide to turning a chaotic business into a system-driven one — the exact framework we use with clients. Audit, prioritise, connect, and measure. No fluff, no jargon.

4 chaptersWorkflow audit template12 automations ranked by ROIIntegration mapROI calculator
RA
SM
VN
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MSME Automation Playbook

4 chapters · PDF · Instant delivery

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100+
hours saved per month
80%
faster management reporting
₹4–8L
in stuck payments recovered
8–12
weeks to go live
What's inside

Four chapters. All signal, no fluff.

Built from hundreds of client engagements across Indian MSMEs — trading, manufacturing, distribution, services, and more.

Chapter 01

Audit Your Business

A proven framework to map every workflow, find where time and money leak, and prioritise what to fix first — before you touch a single tool.

Workflow mapping template
Time-leak diagnostic
Priority scoring matrix
Chapter 02

The 12 Highest-Impact Automations

The exact 12 things every MSME should automate first, ranked by ROI. Finance, sales, inventory, HR — with real numbers from Indian businesses.

Finance & collections
Sales follow-ups
Inventory reorders
Payroll prep
Chapter 03

Connect the Tools You Already Use

How to make Tally, Zoho, Keka, WhatsApp, and your bank feeds talk to each other — without ripping anything out or buying new software.

Integration map
No-rip-and-replace method
Data flow diagrams
Chapter 04

Measure ROI

The five numbers that tell you if automation is paying off — and how to track them without building a reporting system from scratch.

ROI calculator template
KPI tracker
Monthly review checklist
Who it's for

Written for Indian founders running ₹5–200 Cr businesses.

If you're still the integration layer between your tools — copy-pasting between Tally, WhatsApp, and spreadsheets — this playbook shows you how to stop.

Founders who want a live view of their business
Operations heads tired of compiling MIS manually
Finance controllers chasing receivables every month
Anyone who has tried off-the-shelf software and hit a wall
Manufacturing
BOM, production, vendor tracking
Trading
Multi-location stock, margins, GST
Distribution
Routes, secondary sales, claims
Services
Tickets, SLAs, recurring billing

What founders say after reading it.

"GST-ready reports that used to take 3 days now generate in minutes. This playbook gave us the roadmap."

RA
Rajesh Agarwal
MD, ₹40 Cr Manufacturer, Noida

"We recovered ₹6L in stuck receivables in the first month alone. The collections chapter is gold."

SM
Sunita Mehta
Founder, Trading Company, Delhi

"Finally understand which clients actually make us money. The ROI framework changed how we price."

VN
Vikram Nair
CEO, Logistics Agency, Gurugram
Want more than a playbook?

See exactly where your business leaks time and money.

A Free Diagnostic maps your real workflows and shows you the 3 highest-ROI automations for your specific business — in 2 weeks.

Take the free Readiness Check