Let routine work run itself
A visual workflow builder for approvals, alerts, document generation and integrations. Describe a workflow in plain language and Unitrix drafts it.
Active workflows
34
Runs this week
2,918
Hours saved
~146
| Workflow | Last run | Status |
|---|---|---|
| PO approval > ₹5L | 2 min ago | Active |
| Overdue invoice reminder | Today | Active |
| Read vendor invoices | 11 min ago | AI |
| Low stock alert | Failed | Check |
Trix: Type what should happen; the AI builds the workflow for you to review.
How automations works, day to day
- 1DescribeSay what should happen, or drag blocks on a canvas.
- 2TriggerOn a record change, a schedule or an email.
- 3ActApprove, notify, create documents or call an API.
- 4AuditEvery run logged with who, what and when.
What automations covers
Everything below is included and shares data with the rest of Unitrix.
Visual builder
Triggers, conditions and actions on a canvas. No code needed.
Approval chains
Route documents by amount, department or custom rules.
Scheduled jobs
Daily reports, reminders and data syncs on a timetable.
Notifications
Email, WhatsApp, SMS or in-app, to the right person at the right step.
Webhooks and API
Call or be called by any external system.
Audit trail
Every automated action is logged with who, what and when.
AI in Automations
Describe it, get a workflow
Type what should happen; the AI builds the workflow for you to review.
Document extraction
Reads invoices and delivery notes and fills the entries.
Connected to
Changes in automations update these areas instantly, with no imports or sync jobs.
Automations questions
What teams ask before moving automations onto Unitrix.
Still have a question?
Ask Trix and we will answer it live, on your own processes, in a demo.
01Do we need developers to build automations?
No. Most workflows are built on the visual canvas or generated from a plain-language description.
02Can we start small and add more later?
Yes. Many customers start with sales, purchase and inventory, then add manufacturing, HR or assets. Everything shares the same database, so nothing needs re-integrating.
03How long does implementation take?
It depends on the scope and the data you bring. Your plan, with dates for each phase, is agreed before the project starts, and most teams go live in phases rather than all at once.
04Can you migrate data from Tally, spreadsheets or our current ERP?
Yes. We extract masters, opening balances and open transactions, clean duplicates, load them into a test environment and reconcile every balance with you before go-live.
See automations in action.
A 45-minute walkthrough tailored to how you plan, buy, make and sell. Bring your toughest workflow.