Hand the repetitive work to software: reports that build themselves, data that matches itself, follow-ups that send themselves — built on your own data and tools.
Business automation uses software to carry out repetitive tasks — building reports, matching and cleaning data, sending follow-ups, processing documents — without manual work. AI agents add language understanding, so they can read emails, documents and spreadsheets and act on them. Plans Global Solutions builds these agents and automations on a company's own data and systems.
Daily and weekly reports built and sent automatically.
Match and clean records such as ISRC lists, invoices or leads.
Automatic replies, reminders and updates to clients.
Read spreadsheets, PDFs and forms and turn them into data.
Assistants that understand requests and act inside your tools.
Connect CRMs, stores, payment gateways and APIs.
Logs and alerts so every automation is visible and safe.
Approval steps wherever a person should decide.
We find the repetitive work that costs the most time.
Inputs, rules and outputs are agreed.
The automation is built and tested on real data.
It runs with human checks until you trust it.
Logs, alerts and improvements over time.
Delivered remotely from our offices in the USA and India.
All our software, DDEX integrations and development services are delivered remotely to any country. Write to us from anywhere.
Email operation.plansglobal@gmail.com or WhatsApp +91-8800188036 — we reply within one business day.
A product demo, a DDEX integration, a white-label platform, a CRM, a website, an app or an automation — share a few lines and we reply within one business day, in English or Hindi.