Agentic workflows
Asking clients for inputs. Telling them where things stand. Escalating what’s overdue. Chasing invoices. Turia One agents take over the messages your team sends by hand, and here is exactly how much time each one gives back.
An AI agent in Turia One is an automation built from four parts: an event that triggers it, who gets notified, the channel the message goes out on, and the action it takes. Once switched on, it runs by itself whenever the event happens.
Think of it as a dependable assistant who never takes leave. You tell it once, “whenever a task is created, ask the client for what we need”, and it does exactly that for every client, every job, every month.
Event
When should it run?
A task is created
Who
Who should hear about it?
The client on the task
Channel
Where should it reach them?
WhatsApp, then email
Action
What should it do?
Ask for the inputs, follow up until they arrive
Time-saved calculator
Move the sliders to match your business. The maths uses each agent’s typical frequency and the minutes a person spends on that message today (about 2 minutes for most). These are estimates, not guarantees.
124
hours a month
16
working days a month
1,488
hours a year
The full list
Each card shows the event it listens for, who it notifies and where, what happens today without it, and a sample of what it sends. Names in the examples are illustrative.
Leads answered, proposals chased, new clients welcomed.
Follows up with a lead that hasn’t replied, on a schedule you set, and hands it to the owner the moment they respond.
Without it: Leads sit in a spreadsheet until someone remembers to call them back.
Hi Ananya, following up on your enquiry about the website revamp. Would Thursday at 4 pm work for a 20-minute call?
Reminds the prospect to review the proposal and tells the owner as soon as it’s accepted.
Without it: Proposals go out and nobody checks on them until the deal has gone cold.
Hi Rohan, just checking you received our proposal for the Q4 campaign. Happy to walk you through it on a quick call.
Welcomes the client, asks for the details you need to start and creates the kickoff task.
Without it: Someone copies details from the deal into five places and writes the welcome mail by hand.
Welcome aboard, Meridian Foods! To get started, please share your brand guidelines and the best contact for approvals.
Inputs requested, chased and handed to the right person.
Asks the client for exactly what the task needs (files, approvals, access) and follows up until it arrives.
Without it: A team member opens WhatsApp, finds the client, types the list and sends it, one client at a time.
Hi Priya, for this month’s performance report please share your ad account access and the sales numbers by Friday.
Tells the assignee the client’s inputs have arrived, so work starts the same day.
Without it: The assignee keeps checking WhatsApp and email to see whether anything came in.
Orbit Labs has uploaded the product screenshots for “App store listing”. The task is ready to start.
Briefs the assignee with the task, the client and the due date, on the channel they actually check.
Without it: The manager assigns it, then sends a separate message to make sure it was seen.
New task for you: “Landing page copy, Brightlane”, due Wednesday. Brief and files are attached to the task.
Clients kept in the loop, deadlines guarded, nothing stalls quietly.
Updates the client when work moves stage, before they have to ask.
Without it: The client calls asking for an update; someone looks it up and calls back.
Hi Karan, the first draft of your brand deck is now in design review. We’ll share it with you on Thursday.
Tells the client the work is paused and exactly what’s needed to restart it.
Without it: Work pauses silently; the client only learns why when they chase you.
Hi Neha, the website launch is on hold until we receive the final product prices. We’ll resume the same day you send them.
Notifies a teammate when they’re tagged, on the channel they actually check.
Without it: Whoever tagged them follows up with a call or a WhatsApp anyway.
Arjun tagged you on “API handover, Orbit Labs”: can you confirm the staging credentials before 5 pm?
Reminds the assignee a set number of days ahead, and nudges the client if the task is still waiting on them.
Without it: Deadlines live in someone’s head, or in a calendar nobody opens.
Reminder: “Monthly SEO report, Meridian Foods” is due in 2 days. Client data is still pending.
Alerts the assignee’s manager the day a task crosses its due date, so it’s handled before the client notices.
Without it: Overdue work surfaces when someone filters the list, or when the client complains.
Overdue: “Q3 client report, Orbit Labs” was due yesterday. Assigned to Kavya, no update in 24 hours.
Reviews requested on time, finished work in the client’s hands.
Notifies the reviewer the moment work is ready to check.
Without it: The maker messages the reviewer, who may not see it for hours.
Meera, “Homepage design v2, Brightlane” is ready for your review.
Sends the client the finished deliverable with a covering note as soon as it’s uploaded.
Without it: Someone finds the file, attaches it and types the covering message, client by client.
Hi Rohan, please find attached your October performance report. Highlights are on page 2. Happy to discuss on a call.
Invoices sent, chased and acknowledged, without awkward calls.
Sends the invoice and follows up politely until it’s paid.
Without it: Invoices go out, then someone chases them one by one at month-end.
Hi Karan, a gentle reminder that invoice #1042 for ₹48,000 is due on the 15th. The payment link is below.
Confirms the payment to the client instantly, with the receipt.
Without it: The client asks “did you get it?” and someone checks the bank and replies.
Thank you, Neha! We’ve received ₹48,000 against invoice #1042. Your receipt is attached.
Leave, attendance, approvals and the daily picture, handled.
Flags every task due during the leave, so it’s reassigned before anyone is away.
Without it: Work falls through the cracks while someone is on leave, and surfaces when they’re back.
Kavya is on leave 12–16 Oct. 4 tasks are due in that window. Reassign them now?
Nudges a missed or late punch the same morning, and tells the manager only if it isn’t fixed.
Without it: Exceptions pile up and get sorted out, painfully, at payroll time.
Good morning Arjun, we didn’t see a check-in from you today. Tap here to punch in or apply for leave.
Sends it to the right approver and nudges them until it’s decided.
Without it: Requests sit in an inbox for a week while the requester chases.
New expense from Priya: ₹1,450 travel to client office (Meridian Foods). Approve or reject?
Gives everyone their day, and gives managers the team picture: due, overdue and blocked.
Without it: A stand-up, or a manager assembling the status from five tools.
Good morning! You have 3 tasks due today. Team: 41 on track, 2 overdue, 1 blocked on client input.
Nothing lapses because nobody was watching the date.
Reminds the client and the owner ahead of expiry and creates the renewal task.
Without it: Renewal dates live in a spreadsheet; you find out when the service stops.
Hi Rohan, your annual maintenance contract ends on 30 Nov. We’ve started the renewal. Shall we keep the same scope?
You stay in charge
Handing client communication to software only works if you can see and control it. So every agent is opt-in, testable and logged.
Agents are off until you publish them. Turn any agent on or off at any time.
Run an agent in test mode first and see exactly what it would send, and to whom.
Each message an agent sends is recorded on the task or client it’s about, so anyone can see what was said and when.
Agents handle the repeatable follow-ups. When a rule says a decision is needed, they hand over to a named person.
Getting started
Switch on the Input Collection and Delivery agents first. They sit at either end of every job, so they save the most time from week one.
Turn on Invoice & Collection and Payment Acknowledgement. Cash comes in faster, without awkward calls.
Add Due Date Reminder and Overdue Escalation so slipping work surfaces before the client notices.
Review which messages clients act on, then add leave, attendance, approvals and renewal agents.
Find answers about Turia One’s AI agents, features, pricing, security and onboarding.
Agents are automations that watch for an event in your work (a task being created, a status changing, an invoice being raised, a due date approaching) and then act on their own: messaging a client on WhatsApp, emailing a document, or alerting a manager. Each agent is built from four choices: the event, who is notified, the channel and the action.
It scales with your clients and jobs, not your team size. For a business with 120 clients, 480 jobs a month and 25 people, the 20 agents on this page replace about 124 hours of manual messages and follow-ups a month, roughly 1,488 hours a year. Use the calculator above for your own numbers.
Agents reach clients on WhatsApp and email, and reach your team in-app and on WhatsApp. Messages go out from your own connected number and email address.
Yes. Once switched on, an agent runs whenever its event happens, including evenings, weekends and holidays, so reminders and client updates don’t wait for someone to come in.
No. You choose the event, the recipient, the channel and the action from lists. There is no code, scripting or flowchart builder.
Only the agents you switch on run, and only for the events you choose. You can test an agent before publishing it, and every message it sends is logged on the task or client record.
They run on the same Agent Center. Turia Practice (turia.in) ships agents tuned for CA firms, such as document collection for GST filings and DSC expiry reminders, and is used by 500+ firms. Turia One ships agents for general service businesses.
Turia One is opening to early-access teams. Tell us how your business runs and we’ll set up your first agents with you.
Launching soon · Early-access teams onboarded personally · Built by the team behind Turia Practice