AI Automation Agency

We automate the busywork running your business.

SheetFlow builds AI systems that capture leads, follow up on WhatsApp, book appointments, and keep your CRM updated — so you stop losing customers to slow replies and forgotten tasks.

Free 30-min audit. No commitment. Built for SMBs, agencies & service businesses.

01What we automate

Six automations that quietly run your business.

Real systems for real businesses — not abstract AI. Each one removes hours of manual work every week and gives you back focus, customers, and revenue.

Missed Lead Alerts

Instant notifications the moment a lead comes in — so nothing waits 24 hours for a reply.

  1. Enquiry lands
  2. Source identified
  3. Owner alerted
  4. Clock starts

Reply in under 60s

Need something specific? We build custom automations around how your team already works.

02Plays nicely with your stack

One hub, wired into every tool you already use.

No rip-and-replace. SheetFlow sits at the centre and branches out into your messaging, CRM, calendar, automation and billing — orchestrating what's already in place.

SheetFlow

Automation

  • Messaging & Leads

    • WhatsApp
    • Instagram
    • Gmail
    • Slack
    • Mailchimp
    • Twilio
  • CRM & Pipeline

    • HubSpot
    • Pipedrive
    • GoHighLevel
    • Airtable
  • Scheduling

    • Google Cal
    • Calendly
  • Automation & AI

    • n8n
    • Zapier
    • Make
    • Claude
    • Microsoft Excel
  • Payments

    • Stripe
    • QuickBooks
  • Custom & More

    • Notion
    • Google Drive
    • Telegram
    • Webhooks
    • +40 more

50+ integrations supported · Custom connections built on request · Your stack stays yours

03How it works

From first contact to booked — automatically.

One lead, start to finish. Follow a single enquiry through the system — replied to, qualified, booked, logged and reported — without anyone lifting a finger.

  1. 01

    New lead arrives

    A web form, WhatsApp message or missed call — every enquiry lands in one place.

    Captured

    Illustrative — drawn from published copy
  2. 02

    AI replies & qualifies

    An assistant answers on WhatsApp in seconds and asks the right questions.

    Replied · <60s

    Illustrative — drawn from published copy
  3. 03

    Appointment booked

    Qualified leads get a link and land straight on your calendar.

    Scheduled

    Illustrative — drawn from published copy
  4. 04

    CRM updated

    Contact details, notes and status sync across automatically. No typing.

    Synced

    Illustrative — drawn from published copy
  5. 05

    Daily report sent

    You wake up to a clean summary of leads, bookings and what needs you.

    Delivered · 8am

    Illustrative — drawn from published copy

One journey shown here. The same system runs every lead, every day.

04Selected work

Built, deployed, and still running.

Production sites and automation systems for clinics, physiotherapy and real estate. Each one links to the live deployment — nothing here has to be taken on trust.

Read the case studies

You will not find percentages on those pages. We publish a result only once it is measured against a stated method and confirmed with the client — until then each case study says so plainly.

05Beyond automation

Websites, dashboards, and every digital asset — built around your business.

Automation is where most of our work starts, not where it ends. We design and build the websites, landing pages, and dashboards your business runs on — each one made to order, each one yours to keep.

Indicative layouts — every build is designed from scratch.

Fast, considered sites that represent your business as well as your work does.

Focused pages built to convert — for a campaign, a launch, or a single offer.

Live views of the numbers that matter, so you always know where things stand.

Internal tools, portals, one-off builds — designed around how you actually work.

One team, from automation to the site it runs on. Tell us what you need built.

06What lands on your desk

One clean dashboard for leads, bookings, revenue.

No more scattered spreadsheets. We build you a single view of your business — leads in, follow-ups out, appointments booked, money in the bank. Delivered to your inbox every morning.

Weekly overview

184

New leads+12

47

Bookings confirmed+8

Leads · last 14 daysTrending up

Seeded demonstration data — not a customer account

Lead followed up

WhatsApp reply sent in 38s. Booked a call for Friday 2pm.

Auto · No staff needed

Today’s goal

20 leads contacted · 13 done

07What it costs

Published prices, and what each one does not cover.

A production site with lead capture from ₹19,999 one-time. Ongoing AI automation from ₹4,999 per month. Bespoke engagements scoped on a call.

  • Foundation

    from ₹19,999one-time

    The site and the intake that captures an enquiry while the visitor is still on the page, and routes it to a channel you actually read.

    Not includedNo recurring automation. Enquiries reach you fast, but the follow-up after that is still yours to send.

    Book a free audit
  • Bespoke

    Quotedscoped on a call

    A scoped engagement for systems that do not fit a tier — because the honest answer is that they need to be looked at first.

    Not includedPriced only after the audit. Quoting this without seeing the systems would be a number invented to fill a column.

    Talk it through
See what each tier includes, line by line

Built carefully. Yours to own. Read-only access by default. Every action logged. We hand over the keys — no lock-in, no platform tax. Cancel anytime.

08Questions

The things people ask before they book.

Straight answers. If something here is unclear, the audit call is the place to dig into it.

What does SheetFlow actually do?

SheetFlow is an AI automation agency. We build the systems that run the repetitive parts of a business: capturing new leads, replying and qualifying them on WhatsApp, booking appointments into your calendar, keeping your CRM up to date, chasing unpaid invoices, and sending you a daily summary of what happened. The work is delivered as automations connected to the tools you already use, not as another dashboard to log into.

Who is SheetFlow built for?

Small and mid-sized service businesses that lose revenue to slow follow-up — clinics, agencies, coaches, real-estate and trades. The common pattern is a business where enquiries arrive faster than a small team can answer them, and where a lead going cold overnight is a direct loss.

How does the automation work, step by step?

Five steps. A new lead arrives from any channel. An AI assistant replies immediately and qualifies them. If they are a fit, an appointment is booked straight into your calendar. Your CRM is updated automatically with the full context. At the end of the day you receive one report covering leads, bookings and anything needing your attention.

Which tools does SheetFlow integrate with?

SheetFlow connects to the tools most small businesses already run: WhatsApp, Gmail, Slack and Telegram for messaging; Google Calendar and Calendly for scheduling; HubSpot, Pipedrive and GoHighLevel for CRM; Microsoft Excel, Airtable, Notion and Google Sheets for records — Excel first, because almost every Indian business already has it and it needs no Google Workspace subscription; Stripe and QuickBooks for payments and invoicing; and Make for orchestration. Anything with an API or a webhook can be connected.

Will this replace my staff?

No. SheetFlow handles the mechanical work — the first reply, the reminder, the data entry, the follow-up nobody got to. Your team keeps the conversations that need judgement. The usual outcome is that the same people handle more enquiries, not that fewer people are needed.

How do I start?

Book a free 30-minute audit. We map where enquiries currently arrive, where they stall, and which steps are worth automating first. There is no commitment, and you leave with the map whether or not you work with us.

Do I own the automations you build?

Yes. Everything is built inside your own accounts — your CRM, your calendar, your messaging tools, your automation platform. If we stop working together, the systems keep running and you retain full access to them.

Do I have to change the software I already use?

No. SheetFlow is built around your existing stack rather than replacing it. If a tool you depend on has no integration path at all, we will say so during the audit instead of asking you to migrate.

Let's Build Yours

Stop doing the busywork. Let SheetFlow run it.

Book a free 30-minute automation audit. We'll map exactly what we'd automate in your business — leads, follow-ups, bookings, reports — and show you the hours and revenue you'd get back. No commitment.

30-min free audit·No commitment·Your tools stay yours·Cancel any time