// the toolkit

The AI toolkit for Indian businesses.

Every tool below is one we actually use or teach. Organised by the job it does, with what it replaces and where it breaks. Nothing here is affiliate-linked and nothing is sponsored.

Last reviewed September 2026. Print this page to keep a copy.

// 01 · paperwork that wins work

DPRs, tenders, proposals and quotations

01

Claude (Projects)

Load your last ten approved DPRs and tender responses into one Project. It then drafts new ones in your own house format and vocabulary instead of generic consultant English. This is the single highest-return thing most Indian SMEs can do with AI in week one.

Replaces: three days of copy-adapting an old report
02

ChatGPT (Custom GPT)

Good for tender and RFP comprehension: paste a 60-page government tender and have it extract eligibility criteria, EMD, timelines, and the exact annexures you must attach. Ask it to list what would disqualify your bid.

Replaces: the reading pass nobody has time to do properly
03

Where it breaks

It will invent clause numbers, scheme names and subsidy percentages with total confidence. Never submit a figure, a statutory reference or a deadline that a human has not checked against the source document.

Rule: AI drafts, a person verifies every number
// 02 · the spreadsheet layer

Excel, Sheets, MIS and month-end

01

Claude or ChatGPT with your file attached

Upload the messy workbook. Ask for the formula, the pivot, or the cleaned sheet. You describe the outcome in plain Hindi or English; it writes the formula. Most people never need to learn INDEX/MATCH again.

Replaces: the one person in the office who "knows Excel"
02

Gemini in Google Sheets

Best when the data already lives in Sheets and several people edit it. Useful for recurring branch-level or plant-level rollups where the format never changes but the numbers do.

Replaces: the monthly copy-paste consolidation ritual
03

Where it breaks

Reconciliation. If GST returns, bank statements and your books disagree, AI will produce a confident summary that hides the disagreement. Use it to prepare and explain the reconciliation, never to conclude it.

Rule: never let it close a book
// 03 · the WhatsApp layer

Operations that already run on WhatsApp

01

WhatsApp Business API plus an agent

Most Indian operations already run on WhatsApp groups. The win is not moving people off WhatsApp, it is reading what is already there: order confirmations, site updates, complaints, and turning them into structured records automatically.

Replaces: someone scrolling a group to find what was agreed
02

Voice notes as input

Transcription now handles Indian English, Hindi and code-switching well enough to be useful. A supervisor sends a voice note from the site; the system files it, routes the task, and chases completion. Nobody has to type.

Replaces: the daily report that never gets written
03

Where it breaks

Regional language accuracy drops sharply outside Hindi and English, and proper nouns (village names, part numbers, people) get mangled. Keep a managed glossary and a human correction step, or your records quietly fill with wrong names.

Rule: glossary first, automation second
// 04 · decks, documents and video

Anything you have to present

01

Gamma

Fastest route from a rough outline to a presentable deck. Good enough for internal reviews and investor updates; you will still restyle it if it is going to a client who knows your brand.

Replaces: an evening in PowerPoint
02

Copilot in PowerPoint, Gemini in Slides

Worth it only if your organisation already pays for Microsoft 365 or Google Workspace. If you are choosing fresh, the standalone tools are better than the built-ins today.

Replaces: formatting, not thinking
03

Video: script, voice, subtitles

A training video or a product explainer can now be made in an afternoon: AI writes the script, generates the voiceover, cuts the silences and burns in subtitles. Subtitles matter more than the voice in India, because most of your audience watches on mute.

Replaces: a videographer for internal content
// 05 · before you automate anything

The four questions

  • Is it documented? If nobody can write the steps down, an agent cannot run it. Document first.
  • How often does it run? Twice a year is not worth automating, however annoying it is.
  • What does a mistake cost? High-cost mistakes need a human approval gate, not more automation.
  • Who owns it after we leave? An automation only one person understands is a new dependency, not a saving.

If a workflow passes all four, it is worth building. If it fails the first, the work is documentation, not AI. We would rather tell you that early than sell you a pilot.

// next

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