Workflow & AI Automation
Connecting the systems you already pay for, so information stops being re-typed and work stops waiting on someone to move it along.
Investment
Starting at CA$1,500
A clearer way forward
The expensive part of a manual process is rarely the task itself. It's the handoff.
Somebody exports a report and emails it to somebody else, who re-keys it into a second system. A quote gets approved in one place and typed into an invoice in another. Stock counts live in the warehouse system and get copied to the website every Monday. None of those steps is hard. What they cost is the waiting between them, and the errors that creep in when the same number is entered by hand four times.
That's what automation is for, and it's worth being precise about what it isn't for. Automation should carry information between systems and handle the decisions that are genuinely mechanical — this number goes there, this status triggers that email, this threshold sends that alert. It should not be making judgment calls that need context. The best automated systems we've built are the ones that do the transport reliably and route anything ambiguous to a person, with enough information attached that the person can decide quickly.
AI has changed what counts as mechanical. Classifying a message, extracting fields from a document, drafting a first-pass reply — those used to need a person and mostly don't now. But the principle holds: AI widens the band of what can be automated; it doesn't remove the need for a person at the edges. Systems that pretend otherwise generate quiet errors that take months to surface.
Where we usually start is unglamorous. Find the thing somebody does every week that they resent, work out what it connects, and remove the manual step. That's often enough to pay for itself before anyone discusses a platform.
Work that proves the point
DocuSend
Replaced a weekly manual process of generating PDF statements and financials from spreadsheets with an automated pipeline — 12+ hours a week returned, and a process the client described as gaining an extra day of productivity every week.
See DocuSend
Avery Buildings & Barns New Website
Integrated an inventory management API with the client's website, ending 8+ hours a week of manual stock updates and making new inventory visible immediately.
See Avery Buildings & Barns New Website
AutoTCG
Automates high-confidence work while routing ambiguous, damaged or high-value items to an operator review queue, shifting the operator's role from processing everything to handling exceptions.
See AutoTCGWhat’s included
CRM Setup & Optimization
Starting at CA$1,500We help you get the right CRM in place and configure it around the way your business actually works. That can mean improving an existing system, migrating to a better-fit platform, implementing runClear, or recommending a custom solution when standard tools are not enough. The engagement can include pipeline and stage design, contact and deal migration, lead capture, follow-up automation, integrations, reporting, permissions, and team workflows. The goal is simple: turn your CRM into a system your team actually uses to stay organized, follow up consistently, and move opportunities forward.
- Follow-up automation and reporting
- Data migration and system integration
- Pipeline and workflow setup
- CRM audit and platform recommendations
Data / Inventory Automation
Starting at CA$1,500Keep inventory and business records aligned across connected systems. Automate updates to reduce duplicate entry, outdated information, and avoidable operational errors.
- Automated data synchronization
- Inventory consistency across systems
- Scheduled or real-time updates
- Error detection and monitoring
Systems Integration
Starting at CA$1,500Connect the software your business relies on so information moves between tools without repeated manual entry. Tailored integrations support smoother workflows and fewer data gaps.
- API and platform connections
- Data synchronization
- Automated cross-system workflows
- Error handling and monitoring
Workflow Automation
Starting at CA$1,500Automate repetitive tasks, follow-ups, and handoffs so your team can focus on higher-value work. Built around your existing processes with clear rules and practical oversight.
- Process mapping and automation
- Trigger-based workflows
- Cross-platform integrations
- Notifications and handoffs
AI Workflow Integration
Starting at CA$2,500Add practical AI capabilities to existing workflows for tasks such as summarizing information, drafting content, and routing requests. Includes appropriate human review and controls for your use case.
- AI-powered task automation
- Document and data processing
- Existing-system integration
- Human review where needed
How the work moves
Follow one process end to end
We trace something real — a quote, an order, a monthly report — through every system and person it touches, and note where it waits.
Separate transport from judgment
Which steps are mechanical and which genuinely need a person. This determines what gets automated and what gets routed.
Build the smallest useful version
One process, automated properly, in production. Not a platform. The first piece should be paying for itself before the second is discussed.
Add the exception path
What happens when data is missing, ambiguous or wrong. A system without this is a system that fails silently.
Measure and extend
Confirm the time actually came back, then move to the next process if it's worth it.
Who this is for
A good fit when the business is working but the admin has grown faster than the revenue, and you can point at specific recurring tasks that shouldn't need a person.
Especially if:
- The same information is entered into more than one system by hand
- Somebody has a standing weekly task they dread
- Work stalls waiting for a handoff rather than waiting for actual work
- You're considering hiring for a role that's mostly data movement
Who this is not for
Not the right fit if:
- Your processes aren't settled yet. Automating a process you're still changing weekly means rebuilding it repeatedly — get it stable first.
- You want to remove people from decisions that genuinely need judgment. We'll push back, because those systems fail badly and quietly.
- The task happens twice a year. The maths doesn't work; do it by hand.
- You want an automation platform licence rather than a working process. We build the thing, not the shelf it sits on.
Questions before we start
Name the task you dread most
Tell us the recurring job somebody in your business would most like to stop doing, and roughly how long it takes each week. That one answer is usually enough to tell whether automation is worth it and what it would involve.