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AksharAI

Template gallery

Twelve starting points for everyday work.

Templates are small, prebuilt apps for tasks most organisations share: answering leave questions, logging IT issues, chasing approvals, matching invoices. You open one in the studio, point it at your own documents and systems, set who approves, and test it on your past cases.

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BLOCKSTriggerRead documentAsk the modelCheck a ruleAsk a personWrite to a systemVendor registrationDraft v4 · Ritu ShahNew emailvendors@ inbox01Read documentsPAN, GST, cheque02Compare detailsNames and numbers03GSTIN activeRule, no model04ProcurementApproves record05Create vendorDraft in Tally06Test run on last month's vendor filesEach result compared with what procurement actually didReady to publishTesting

Sales

Sales team page
Copilot

Proposal copilot

Builds a first draft proposal from your approved templates, price list and the client's brief.

Reps start proposals by copying an old one, and outdated clauses or rates slip through. Managers rewrite the same sections every week.

  • Reads the client's brief or meeting notes
  • Drafts the proposal from your current template and price list
  • Marks anything outside standard terms
  • Keeps a version history of each draft
Reads
Proposal templates; Current price list and schemes; Client brief or meeting notes
Produces
Draft proposal in Word or Google Docs; List of non standard items for review

The rep edits and sends. Non standard pricing or terms go to the sales manager first.

  • Web app
  • Email
Built on the sales copilot

HR

HR team page
Copilot

Onboarding assistant

Walks a new joiner through forms, first week tasks and who to ask, from your own handbook.

New joiners ask the same twenty questions in their first fortnight, and HR answers them one chat at a time. Forms come back incomplete and the laptop is not ready on day one.

  • Sends a joining checklist matched to the person's site and role
  • Answers questions from the handbook, naming the section
  • Collects documents and checks they are complete
  • Tells HR, IT and the manager what is still pending
Reads
Offer details from your HR system; Employee handbook and policies; Joining forms and document list
Produces
Checklist with status per item; Completed document set for HR; Tasks for IT and the manager

HR checks the document set before the employee record is created. Bank and identity details are verified by a person.

  • Teams
  • WhatsApp
  • Web portal
Built on the hr copilot
Copilot

Leave policy guide

Answers leave questions from the right policy for each site and grade, and raises the request.

Leave rules differ by location, grade and contract type, and the policy PDF is forty pages long. HR spends hours each week on balances and carry forward questions.

  • Answers from the policy that applies to the person asking
  • Shows the current balance from your HR system
  • Raises a leave request with the dates and type
  • Explains why a request may need an exception
Reads
Leave policies by site and grade; Leave balances from Keka, greytHR or similar; Holiday calendars
Produces
Answers with the clause cited; Leave requests in your HR system

The manager approves every leave request. Exceptions to policy go to HR with the clause and the reason.

  • Teams
  • WhatsApp
  • Web portal
Built on the hr copilot

Finance and procurement

Finance and procurement team page
Copilot

Expense request assistant

Helps staff file an expense claim correctly the first time, with bills checked against policy.

Claims come back two or three times for a missing bill or a wrong category. Finance checks every line by hand against the travel policy.

  • Reads bills from photos and PDFs
  • Fills the claim with category, amount and GST details
  • Checks each line against your expense policy
  • Sends the claim to the right approver
Reads
Bills and receipts; Expense policy by grade; Approval matrix
Produces
Complete expense claims; Policy exceptions with reasons

The manager approves the claim and finance approves payment. Lines outside policy are marked for both.

  • WhatsApp
  • Web app
  • Teams
Built on the finance copilot
Automation agent

Invoice matching bot

Matches supplier invoices to purchase orders and goods receipts, and sends exceptions to accounts.

Accounts staff key every supplier invoice into Tally and check it against the PO and GRN. Most match, and finding the few that do not takes hours.

  • Reads invoices from email, WhatsApp and scans
  • Matches quantity, rate, GSTIN and tax to the PO and GRN
  • Prepares a draft purchase entry for approval
  • Lists mismatches with the reason
Reads
Supplier invoices; Purchase orders and goods receipts; Vendor master
Produces
Draft vouchers in Tally or your ERP; Exception list for accounts

An accountant approves every entry before it is posted. Mismatches beyond tolerance always go to a person.

  • Email
  • WhatsApp
  • Web app
Built on the invoice matching agent
Automation agent

Vendor registration support

Collects and checks a new vendor's documents, and prepares the record for approval.

New vendors send PAN, GST certificate, bank details and MSME registration in pieces over days. Someone chases each document and checks it by eye.

  • Sends the vendor a checklist and collects documents
  • Reads PAN, GSTIN, bank and MSME details
  • Checks that names and numbers agree across documents
  • Prepares the vendor master record for approval
Reads
Vendor documents; Your vendor onboarding policy
Produces
Draft vendor master record; List of missing or mismatched items

Procurement and accounts approve every new vendor. Bank details are confirmed by a person before the first payment.

  • Email
  • WhatsApp
  • Web form
Built on the document extraction agent

Customer support

Customer support team page
Automation agent

Client query handler

Answers routine client questions from your data and passes the rest to a person with context.

Clients ask about order status, invoices and delivery dates on WhatsApp and email. Each answer means a person looking it up in two systems.

  • Understands questions in English, Hindi, Gujarati and mixed language
  • Answers from your order, invoice and policy data
  • Hands over to a person with a short summary
  • Logs every answer with the source it used
Reads
Order and invoice data; Policies and FAQs; Your helpdesk or inbox
Produces
Replies on the client's channel; Handover tickets with context

Refunds, credits and complaints go to a person. The agent explains policy but does not make commercial promises.

  • WhatsApp
  • Email
  • Web chat
Built on the support agent
Automation agent

Ticket assignment bot

Reads each new ticket, tags it and sends it to the right person or queue.

Every ticket lands in one shared queue and a team lead sorts them by hand each morning. Urgent ones wait behind routine ones.

  • Reads the ticket and any attachments
  • Tags category, product and urgency
  • Assigns by your routing rules and workload
  • Flags tickets that mention legal or safety issues
Reads
Ticket queue; Routing rules and team rota
Produces
Tagged and assigned tickets; Daily summary of the queue

Team leads can override any assignment. Tickets the bot is unsure about stay in a review queue.

  • Freshdesk
  • Zoho Desk
  • Jira
Built on the it helpdesk agent

IT

IT team page
Automation agent

IT helpdesk intake

Asks the right questions before a ticket is raised, and offers the known fix first.

Tickets arrive as one line with no detail, and engineers call back to ask which machine and since when. Half the issues already have a written fix.

  • Asks for the machine, user, error and when it started
  • Offers the fix from your IT guides where one exists
  • Creates a complete ticket when the fix does not work
  • Marks security issues for immediate attention
Reads
IT guides and known fixes; Asset list; Ticketing system
Produces
Complete tickets in Freshdesk, Jira or Zoho Desk; Self service fixes, logged

Access requests and admin rights wait for the manager and IT. The agent never changes systems itself.

  • Teams
  • Email
  • Web portal
Built on the it helpdesk agent
Copilot

Internal FAQ copilot

Answers staff questions from your own documents, and says when the answer is not there.

Policies, process notes and how to guides are spread across shared drives. Staff ask a colleague instead, and the colleague loses an hour a day.

  • Answers from the documents each person is allowed to see
  • Names the document and section behind each answer
  • Says plainly when it cannot find the answer
  • Shows which questions come up most, so documents can improve
Reads
Policies, manuals and process notes; Access rules by team
Produces
Answers with sources; Report of unanswered questions

Document owners decide what goes into the knowledge base. Questions the copilot cannot answer go to them, with no guessed reply.

  • Teams
  • Web portal
  • Slack
Built on the research assistant

Operations

Operations team page
Automation agent

Approval reminder agent

Watches approval queues and reminds the right person before anything goes overdue.

Purchase requests, claims and files wait with an approver who is busy or travelling. Nobody notices until the vendor or customer calls.

  • Reads pending approvals from your ERP, workflow tool or sheet
  • Reminds the approver on the channel they use
  • Escalates by your rules when a file waits too long
  • Tells the requester where their file is
Reads
Approval queues; Escalation rules; Team directory
Produces
Reminders and escalations; Weekly report of waiting times

The agent never approves on anyone's behalf. Escalation levels and timings are set by your team.

  • Email
  • Teams
  • WhatsApp
Built on the approval reminder agent
Copilot

Report summary generator

Turns long reports and weekly numbers into a short summary for the people who need it.

Managers receive long MIS reports and spreadsheets they have no time to read. Someone writes a summary by hand every Friday.

  • Reads reports, sheets and dashboards you point it to
  • Writes a short summary of what changed and why it matters
  • Links every figure to the source line
  • Drafts the summary in your house format
Reads
MIS reports and spreadsheets; Last period's summary for comparison
Produces
Draft summary in email or document form; List of figures that need a check

The report owner reads and edits the summary before it is sent. Figures the generator cannot trace are marked.

  • Email
  • Web app
  • Teams
Built on the research assistant

From template to daily use

How a template becomes yours

  1. Open it in the studio

    The template arrives with its flow, screens and standing instructions already laid out.

  2. Point it at your sources

    Your handbook, your price list, your Tally or helpdesk. Access is limited to what the task needs.

  3. Set the approvals

    Choose which steps a person signs off and who that person is, by role or by name.

  4. Test on past cases

    Run it on last month's real questions or documents and fix what it gets wrong before launch.

See it on your work

Bring one slow, repetitive process. We will show you an agent doing it.

A working session with someone who builds these every week.

Book a demoSee the agents
Or get a ballpark proposal in two minutes

What happens next

  1. Step 1A short call about one process and the systems involved
  2. Step 2A demo of an agent working on a version of your task
  3. Step 3A clear view of fit, approvals and what it would take