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Act 01AI personal assistant · WhatsApp + email · English

Rent, EMIs and the CA’s filing dates, reminded before each one

The AI personal assistant keeps the owner’s monthly dues from the CA’s list and the bank statements, reminds a few days ahead, and asks the CA when a document is missing.

Demo business, not a client Saanchi Home Studio, Hyderabad is an invented business. A scripted replay with demo data. The business is invented, nothing here is a real customer, and the AI says it is an AI in its first message.

The situation. Late fees come from forgetting, not from a lack of money. The CA’s reminder email sits unread under fifty others.

Demo business, not a clientWhatsApp + email · Saanchi Home Studio, Hyderabad
Finished
November duesFrom the CA’s list and bank

Coming up (Demo data)

Dates from the CA’s compliance list and standing instructions.

1 Nov
Studio rent, auto-debit, balance OK
5 Nov
Vehicle EMI, auto-debit, balance OK
CA’s date
Monthly GST return: sales register needed by 7 Nov
15 Nov
Staff salaries, 4 transfers to approve
WhatsApp: Owner
AI employee: Good morning, your AI assistant here. The CA needs October’s sales register by 7 Nov for the GST return. 3 invoices from the Jubilee Hills project are not in Tally yet. Shall I ask Arjun to add them today?9:00 am
OwnerOwner: Yes, and send the register to the CA once done.9:20 am
AI employee: Done. Arjun has the 3 invoices. I’ll send you the register to check before it goes to the CA.9:20 am

Scripted replay. The business is invented, the numbers are demo data, and no real customer is shown.

Act 02When the replay ends

What the business has

The number it moves: Late fees paid this year

  • The CA gets the documents before the deadline.
  • Auto-debits are checked against the balance in advance.
  • The owner approves anything that leaves the studio.

Act 03The rules on this job

Inside the lines you draw

  • Dates only from the CA’s list. It doesn’t give tax advice.
  • Never makes payments; it reminds and prepares.
  • Documents go to the CA only after the owner checks them.
  • The business, the people and the numbers are invented. No real customer appears.
The AI personal assistantAll replays

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