01
Many companies, many calendars
AOC-4, MGT-7, DIR-3 KYC and DPT-3 timelines differ for every client.
Whats Agent for Company Secretaries
Stay ahead of every ROC filing and board meeting
For company secretaries and CS firms handling compliance for many companies: schedule MCA/ROC deadline reminders, follow up on board and AGM dates, and chase directors for documents.
Auto Group CreationScheduled RemindersBulk Re-engagementMessage Analytics
Sound familiar?
Common WhatsApp headaches for Company Secretaries
02
Directors respond late
Signatures, DSCs and KYC details arrive just before the deadline.
03
Meeting logistics
Board meeting and AGM dates need constant confirmation and follow-up.
04
Late fees add up
A missed date means additional fees and uncomfortable client calls.
Use cases
What you can automate
Each use case maps to a core Whats Agent feature. See all features →
Company-wise compliance groups
One group per client company with its directors and your team.
ROC/MCA deadline reminders
Annual filings, DIR-3 KYC, DPT-3 and MSME return reminders scheduled per company.
Board meeting & AGM reminders
Date, agenda-circulation and ‘meeting tomorrow’ reminders.
Document & DSC follow-ups
Scheduled nudges for signatures, DSC renewals and KYC details.
Annual compliance kick-off
Message every client group at the start of the financial year with your checklist.
Track acknowledgements
Read status per group shows which directors have seen the reminder.
Message templates
Ready-to-schedule examples
Sample messages — swap the {{variables}} for your details.
{{company_name}} · ComplianceScheduled · 3 weeks before
📌 Reminder: DIR-3 KYC for all directors is due by {{due_date}}. Please share updated mobile numbers and email IDs for OTP verification by {{doc_deadline}}.
Template 1 · edit variables in {{ }} before sending
{{company_name}} · BoardScheduled · 2 days before
🗓️ Board meeting on {{date}} at {{time}} ({{mode}}). The formal notice and agenda have been sent by email. Please confirm your availability here.
Template 2 · edit variables in {{ }} before sending
All Client CompaniesBulk · FY kick-off
New financial year checklist ✅ Annual filings (AOC-4, MGT-7), statutory registers and auditor matters — our team will reach out to each company this week. Checklist: {{link}}
Template 3 · edit variables in {{ }} before sending
How it works
Live in three steps
1
Add client companies
Create a compliance group for each company and its directors.
2
Map the deadlines
Schedule each company’s ROC, KYC and meeting reminders.
3
Monitor & follow up
See who has read what and chase only the pending ones.
Compliance note
WhatsApp reminders complement — they don’t replace — notices required under the Companies Act, 2013 and the Secretarial Standards. Always send formal notices through the prescribed modes and verify due dates against the latest MCA notifications.
See Whats Agent set up for Company Secretaries
Book a 15-minute walkthrough tailored to your groups, your calendar and your team.
or WhatsApp us at +91 99631 40558
14-day free trial · No card needed · Setup help included