AI Task Creation
Generate tasks from a quick prompt so managers can delegate faster without drafting every detail manually.
Create tasks in seconds, assign them with clarity, send automatic WhatsApp reminders, and track team progress across Web, Android, and iOS — all from one app built for growing businesses.
Watch how MSME teams assign work, follow deadlines, and track progress without depending on scattered chats and manual follow-ups.
That might work for a few people. It starts breaking when your business grows, deadlines multiply, and accountability matters.
Create tasks with title, description, deadline, priority, and assignee. Generate tasks using AI prompts or voice commands, add voice notes for extra clarity, use sub-tasks, checklists, and templates, and upload tasks in bulk through CSV when you are setting up work at scale.
Set target dates, reminder dates, recurring schedules, and admin-level reminder defaults so tasks stay on track. Send updates on WhatsApp and email, respect user timezone settings, and skip scheduled work automatically on defined holidays.
Use admin, manager, member, and dynamic custom roles to control who can see pages, assign work, manage users, or delegate sub-tasks. Import users in bulk, update credentials when access changes, and maintain workspace-level visibility without exposing everything to everyone.
Track work through list and Kanban views, filters by assignee, status, priority, project, and date, plus workspace activities and group timelines. Use dashboard reports, group reports, scoring, exportable insights, idea boards, and AI summaries to review execution without micromanaging the team.
Platforms
Automate Tasks fits how MSMEs actually operate — managers review on web while teams execute and update work on mobile.
Best for admins and managers creating tasks in bulk, reviewing dashboards, exporting reports, and managing users, permissions, and workspace settings.
Best for day-to-day execution, field coordination, reminders, task updates, comments, and quick progress tracking across active teams.
Best for on-the-go review, task updates, reminders, collaboration, and manager visibility when work is happening across locations.
Core capabilities for assigning work faster, following up automatically, and keeping execution visible across teams.
Generate tasks from a quick prompt so managers can delegate faster without drafting every detail manually.
Speak tasks on the go, add voice notes for clarity, and let AI turn them into structured work items.
Assignments, reminders, and overdue alerts reach team members on a channel they already check every day.
Automate routine follow-ups, inspections, reviews, and reports with daily, weekly, monthly, yearly, or custom schedules.
Run tasks team-wise by department, branch, project, or client group with shared visibility and timelines.
Track completion, timeliness, backlog control, and team-wise performance in one internal productivity view.
Import tasks by CSV and handle updates, completion, or cleanup faster when your team is managing work at scale.
Summarize task activity, checklist progress, and updates quickly before review meetings or follow-ups.
Use Cases
From operations to founders, Automate Tasks adapts to the workflows MSMEs run every day.
Manage daily follow-ups, production tasks, branch coordination, and handoffs with clear owners and deadlines.
Assign lead follow-ups, callbacks, visit tasks, and manager reviews so no prospect goes cold.
Track installation, dispatch, support, escalations, and after-sales work without losing updates in chats.
Handle onboarding, audits, recurring internal tasks, approvals, policy reminders, and office coordination.
Break work into checklists, sub-tasks, and templates while monitoring progress group-wise.
Get one place to review what is pending, overdue, completed, and where teams need support.
Integrations
Connect task execution with CRM workflows, WhatsApp communication, and calendar visibility without adding more operational chaos.
Create follow-up tasks automatically when leads move stages, forms are submitted, or sales actions need owner accountability.
Send assignment alerts, reminder nudges, and task updates through WhatsApp so follow-through happens on familiar channels.
Push reminders into calendars so important tasks stay visible alongside the working day. Slack and additional calendar flows can follow next.
Managers no longer need to piece together updates from calls, chats, and spreadsheets to understand execution status.
Recurring schedules, reminder defaults, and holiday-aware task planning help teams stay consistent without manual chasing.
Use roles, groups, templates, bulk actions, and activity visibility to manage work cleanly as the business expands.
These are customer outcomes and experiences, not promises. See how MSME teams use Automate Tasks to create more clarity and follow-through.
See how MSMEs across industries use Automate Business to grow faster
ManufacturingManaging 120 employees across 3 locations used to be a nightmare. Automate Tasks with AI and WhatsApp reminders increased our team productivity by 70%.
Real EstateAs a solopreneur managing 50+ properties, I needed everything in one place. Automate Business replaced 6 different tools I was paying for separately.
No. Automate Tasks is designed for MSMEs at different stages — from founders managing a small team to businesses coordinating multiple departments, branches, or field staff. You can start simple and expand with roles, groups, templates, and dashboards as your operations grow.
Yes. Teams can receive assignments, reminders, and updates on mobile, while managers can review progress on web. This works well for branch operations, field teams, service staff, and distributed teams that need clear follow-up.
Yes. Admins can define permissions for who can assign sub-tasks, including manager-only access or broader access depending on how your team is structured. You can also create custom role-based access for different pages and workflows.
Yes. You can schedule recurring tasks daily, weekly, monthly, yearly, or on a custom cycle. Holiday lists can be defined so tasks scheduled on those dates are skipped automatically.
Yes. Automate Tasks supports reminders and task updates through WhatsApp as well as email, helping teams receive follow-ups on channels they already use in daily work.
Yes. You can import tasks and users through CSV files, which is useful when you are migrating from spreadsheets or setting up larger teams quickly.
Yes. Automate Tasks is available across web, Android, and iOS so managers and team members can stay aligned whether they are at a desk, on the floor, or on the move.
Yes. Automate Tasks can connect with Automate Sales CRM for workflow-driven task creation, and Google Calendar can be used for reminder visibility. WhatsApp Business API support also helps connect task follow-up with your communication workflows.
Checklists are simple tick-mark items inside a task for step-by-step completion. Sub-tasks are full tasks with their own assignee, deadline, and status, which makes them better for dependent work across team members.
Yes. Dashboards, activity tracking, filters, and group views help you review pending, overdue, and completed work by team, assignee, status, priority, project, or date.
Automate Tasks helps MSME teams assign work, follow up automatically, and stay accountable across departments, branches, and mobile teams.