AI Automation Consulting
Decide what to automate first, with which tools, in what sequence, before you spend on build work or sign a vendor contract.
What is AI automation consulting?
AI automation consulting is a fixed-scope advisory engagement where a senior consultant scores every candidate workflow in your business, recommends the right automation tools for each, and produces a sequenced 90-day roadmap, so you build the right automations in the right order. ChatGPT.ca runs vendor-neutral 3-4 week engagements that include a workflow inventory, tool stack recommendation, build vs buy matrix, and a quick-win shortlist for the first 30 days.
What you walk away with
Six concrete deliverables. No 100-page slide deck, just decisions you can act on.
Workflow inventory
A scored list of every candidate automation, ranked by ROI, complexity, and risk.
Tool stack recommendation
Which platforms to use for which workflows: Make, Zapier, n8n, custom Python, OpenAI, with reasoning.
Build vs buy matrix
For each workflow, a clear recommendation: existing tool, custom build, or hold for now.
90-day roadmap
Sequenced automation roadmap with owners, dependencies, and expected payback per workflow.
In-flight review
Existing automations reviewed: keep, refactor, or retire, so you stop maintaining ones that no longer pay off.
Quick-win shortlist
The 1-3 automations we recommend you ship in the first 30 days, with rough cost and time estimates.
How the engagement runs
3-4 weeks, four phases, fixed fee
Discovery & Interviews
We interview the operators closest to each candidate workflow, audit your existing automation tools, and gather the data needed to score.
Scoring & Analysis
Every workflow scored for ROI, complexity, integration risk, and team readiness. Tool fit assessed against your existing stack.
Roadmap & Build vs Buy
Sequenced 90-day roadmap drafted with build vs buy recommendation per workflow, plus the quick-win shortlist.
Walkthrough & Handover
A 1-hour working session with your team to walk through the roadmap, answer questions, and align on the first 30 days.
Investment
Fixed-scope, fixed-fee. No hourly rates, no scope creep.
Focused
- ✓Single team or department
- ✓Up to 10 workflows scored
- ✓30-day roadmap
Standard
- ✓2-3 teams or departments
- ✓15-30 workflows scored
- ✓90-day roadmap
- ✓Build vs buy matrix
Cross-Company
- ✓Multi-department or company-wide
- ✓30+ workflows scored
- ✓Governance recommendations
- ✓Quarterly check-in for 6 months
Frequently Asked Questions
How is automation consulting different from automation delivery?
Consulting answers what to automate first, with which tools, and in what order. Delivery is the actual build work. We do both, but we deliberately separate them: a fixed-scope 3-4 week consulting engagement, then optional build engagements scoped from the roadmap. Most Canadian businesses save real money by getting the sequence right before they pick a vendor.
Are you vendor-neutral?
Yes. We do not resell Make, Zapier, n8n, OpenAI, or any other tool. We do not take referral fees. Recommendations are scored against your workflows and constraints, not ours.
What deliverables do I walk away with?
A workflow inventory with ROI scoring, a recommended tool stack with reasoning, a sequenced 90-day automation roadmap, and a build vs. buy decision for each candidate workflow. Plus a 1-hour walkthrough with your team.
How long does the engagement take?
Most engagements run 3-4 weeks: 1 week of discovery and interviews, 1-2 weeks of analysis and roadmap drafting, and 1 week for review and handover. We can compress to 2 weeks if scope is narrow.
What if we already started building automations?
Better. Bring what you have. The first phase includes a review of in-flight work to keep what is working, retire what is not, and refactor what is duplicating effort. Most clients we talk to have 2-3 automations they can consolidate or kill.
How does this compare to the AI Audit service?
AI Audit looks at all AI opportunities across the business: tools, workflows, agents, training, governance. Automation Consulting focuses narrowly on workflow automation, deeper but narrower. Pick the one that fits the question on your mind.
Trying to decide what to automate first?
Book a 30-minute discovery call. We will tell you whether automation consulting is the right next step or whether a free tool is enough.
Book a Discovery Call