Visibility, delegation, reports and follow-ups for every team.
One voice note, in Hindi, Hinglish or English.
KlayPod's AI Agent for SaaS teams works on WhatsApp. It reads your Google Spreadsheets, Google Docs and Jira / Linear, answers with charts, builds PDF presentations and Google Docs, assigns the work and follows up till it's done.
- Google Spreadsheets
- Google Docs
- Jira / Linear
- PDF presentations
- Charts
“MRR Tracker sheet ke base pe batao is month churn kitna hua aur kaunse accounts gaye. Priya ko Friday tak save plan bhejne ka task do.”
- Churn this month: 3.2%, up 0.8 points
- MRR lost: ₹4.1 lakh
- Accounts lost: Brightline Logistics, Kavya Foods, Orbit Clinics
- Task sent to Priya Nair (Head of CS)
- Save plan due Friday 6 PM, reminder Thursday 4 PM
From the founder to every team, one WhatsApp number.
Each person asks in their own words, by voice or text. KlayPod answers from your Google Spreadsheets, Google Docs and Jira / Linear, sends back charts, PDF presentations and Google Docs, and turns instructions into tasks with owners and deadlines.
Founder / CEO
Board deck in one voice note
Pulls the numbers from your metrics sheet and sends back a ready PDF presentation, with charts.
“Q3 Metrics sheet se board meeting ke liye 8 slide ka PDF presentation bana do. ARR, burn, runway aur top risks daalna.”
- ARR: ₹6.2 Cr, up 18% this quarter
- Burn: ₹38 lakh a month
- Runway: 19 months
- Top risk: churn in the Growth plan
✓ 8 slides: summary, ARR, burn, runway, churn, pipeline, hiring, risks.
CTO / Head of Engineering
Sprint status without the standup
Reads the sprint from Jira or Linear, charts it, and chases the owners of blocked tickets.
“Sprint 42 mein kitna kaam bacha hai aur kya block hai? Chart ke saath bhejo, aur blocked tickets ke owners ko aaj shaam tak update dene ko bolo.”
Sprint 42 · 3 days left
| Blocked ticket | Owner |
|---|---|
| Payment retry fails | Rohit |
| SSO login loop | Sana |
| Export times out | Dev |
| Webhook delay | Rohit |
✓ Asked Rohit, Sana and Dev for an update by 6 PM
ENG Sprint 42 3 days remaining
To do 6
In progress 9
Done 24
Product Manager
From roadmap doc to Jira sprint
Turns a section of your roadmap doc into Jira stories, puts them in the next sprint and assigns them.
“Q4 Roadmap doc mein Usage-based billing wale section se Jira stories bana do, Sprint 43 mein daalo aur Arjun ko assign karo.”
Done ✅ 4 stories created in Jira from the Q4 Roadmap:
| Key | Story | Pts |
|---|---|---|
| ENG-552 | Usage meter per workspace | 5 |
| ENG-553 | Overage alerts by email | 3 |
| ENG-554 | Usage-based invoice lines | 5 |
| ENG-555 | Billing admin: plan limits | 3 |
✓ Added to Sprint 43, assigned to Arjun
Backlog
Sales Head
Salesforce, updated by voice
Moves the deal in Salesforce from a voice note, and sets follow-ups for deals that have gone quiet.
“Salesforce mein Kavya Foods ka deal Negotiation mein daal do, value 12 lakh. Aur jin deals pe 7 din se update nahi hai, unke owners ko yaad dila do.”
Done ✅ Salesforce updated:
| Account | Stage | Value |
|---|---|---|
| Kavya Foods | Negotiation | ₹12,00,000 |
4 deals with no update in 7+ days:
| Account | Owner | Last update |
|---|---|---|
| Orbit Clinics | Neha | 9 days |
| Sundar Textiles | Vikram | 8 days |
| Greenleaf Schools | Neha | 12 days |
| Metro Freight | Aman | 7 days |
✓ Follow-ups set in Salesforce, reminders sent to Neha, Vikram and Aman
Kavya Foods - Annual Plan
Upcoming & Overdue
Customer Success Head
QBR doc, written for you
Writes a QBR summary as a Google Doc from your account data and shares it with the team.
“Brightline ke liye QBR summary Google Doc bana do, usage, tickets aur renewal date ke saath, aur Ankit ko share kar do.”
- Usage: 82% of seats active, up 6%
- Tickets: 14 this quarter, 2 open
- Renewal: 12 Jan, ₹9.6 lakh
- Shared with Ankit (can edit)
Finance / CFO
Collections without the chasing
Shows overdue invoices with an aging chart and drafts a reminder email for each client.
“AR sheet mein 60 din se zyada overdue invoices batao, aging chart bhejo, aur har client ko reminder email draft kar do.”
| Client | Invoice | Due | Days |
|---|---|---|---|
| Metro Freight | INV-2207 | ₹3,40,000 | 94 |
| Orbit Clinics | INV-2231 | ₹2,10,000 | 78 |
| Sundar Textiles | INV-2245 | ₹2,60,000 | 66 |
| Greenleaf Schools | INV-2252 | ₹1,90,000 | 62 |
✓ 4 reminder emails drafted for your approval
Care for a demo?
We'd be happy to walk you through it with your leadership team, in person or over a call, whichever works for you.