AI Workflow Automation
Eliminate repetitive tasks and reclaim 10-20 hours per week with intelligent automation
The Time Drain
- ✗Manual data entry between systems wastes hours daily
- ✗Email management takes 2+ hours per day
- ✗Creating reports means copy-pasting data for hours
- ✗Repetitive admin tasks prevent strategic work
The Automation
- ✓Auto-sync data across CRM, accounting, and project tools
- ✓AI categorizes, prioritizes, and drafts email responses
- ✓Generate reports automatically on schedule
- ✓Reclaim 15+ hours per week for high-value work
Common Automation Workflows
Email Automation
Auto-categorize, prioritize, and draft responses to common inquiries. Smart routing to team members.
Report Generation
Pull data from multiple sources, format it, and deliver reports automatically on schedule.
Data Entry
Extract data from invoices, receipts, forms, and automatically populate your systems.
System Syncing
Keep CRM, accounting, project management, and other tools automatically synced in real-time.
Lead Processing
Automatically qualify, score, and route leads from web forms to the right sales rep.
Meeting Scheduling
AI handles back-and-forth scheduling, sends reminders, and prepares meeting briefs.
Our Automation Process
Workflow Audit
We map your current processes, identify bottlenecks, and calculate time spent on each task.
Automation Design
We design the automated workflow, select the right tools, and get your approval before building.
Build & Integrate
We connect your systems via APIs, build custom logic, and handle all technical implementation.
Test & Refine
We run the automation with real data in a staging environment, catch edge cases, and optimize performance.
Deploy & Monitor
We launch the automation, train your team, and monitor performance for 60 days with continuous optimization.
Marketing Agency Saves 15 Hours/Week on Financial Reports
A Toronto-based marketing agency was spending 15+ hours weekly pulling data from QuickBooks, Google Ads, Facebook Ads, and their CRM to create client and internal financial reports.
Tools We Use
We select the best automation platform for your needs—no vendor lock-in
Make.com
Visual automation builder, great for complex workflows
Zapier
Simple integrations, largest app ecosystem
Custom Python
Advanced logic, data processing, custom requirements
n8n
Self-hosted automation, full control, no per-task fees
OpenAI API
AI-powered decision making, text processing
Native Integrations
Direct API connections for maximum reliability
Investment
Typical projects range from $5K-$15K depending on complexity and number of systems integrated
What's Included:
- ✓Complete workflow analysis and mapping
- ✓Custom automation development
- ✓API integrations with your existing tools
- ✓Testing and error handling
- ✓Team training and documentation
- ✓60 days of optimization support
💡 ROI Calculator
If automation saves your team 10 hours/week at an average rate of $50/hour, that's $26,000/year in recovered labor costs. Most automations pay for themselves in 2-4 months.
Common Questions
Can you automate workflows even if my systems don't have a built-in integration?
Yes! We can connect almost any system through APIs, webhooks, or even screen automation if needed. If a tool has an API (most modern software does), we can integrate it.
What if our workflow changes after the automation is built?
We provide 60 days of optimization support to handle changes. After that, you can modify automations yourself (we train you), hire us for updates, or manage it in-house. We document everything.
How do you handle errors in the automation?
Every automation includes error handling, logging, and notifications. If something fails, you're alerted immediately with details. We also build fallback processes for critical workflows.
Do we need to pay for automation tools separately?
Yes. Tools like Make.com and Zapier have their own monthly fees (usually $20-$300/month depending on usage). We help you choose the most cost-effective option and can build custom solutions to avoid per-task fees if volume is high.
How long does it take to build an automation?
Simple automations (1-2 tools, basic logic) can be ready in 1 week. Complex multi-system integrations typically take 2-4 weeks from kick-off to launch.
Can we start with one workflow and add more later?
Absolutely! We recommend starting with your highest-impact workflow, proving ROI, then expanding. Most clients add 2-3 additional automations within the first 6 months.