Vancouver-based • Serving businesses anywhere

Practical Automation & AI Workflows for Growing Businesses

We build reliable digital workflows that save time, reduce errors, and keep your operations moving— using Power Automate, Zapier, Make, and n8n.

Plain-language approach Clean documentation Designed for SMB teams Ongoing support available

Services

Practical implementations that fit your tools, team, and real-world process—not an overbuilt system you’ll hate maintaining.

Workflow Automation

Automate repetitive tasks across email, forms, spreadsheets, CRMs, accounting tools, and file storage.

Systems Integration

Connect your apps so data flows cleanly, consistently, and securely across your operations.

AI-Enhanced Workflows

Use AI where it actually helps—summaries, routing, document handling, and decision support.

Process Cleanup

We map the current process, simplify it, then automate. The best automation starts with clarity.

Ongoing Support

Monitoring, improvements, new workflows, and quick fixes as your business evolves.

Common use cases

Examples of workflows we build for SMB teams—fast wins first, then deeper systems over time.

Leads & Intake Sales / Ops

Route leads, create follow-ups, and keep your CRM clean.

  • Auto-route based on region/service
  • Create tasks + reminders automatically
  • Sync data across tools
Quotes to Invoices Back Office

Reduce manual entry between quoting, approvals, and billing.

  • Approve quotes with a click
  • Generate invoice drafts
  • Notify customers & team
Documents & Files Operations

Standardize naming, storage, and access—automatically.

  • Auto-create folder structures
  • Extract key fields from docs
  • Alert on missing info

How it works

A simple process that SMB teams like: clear scope, clear outcomes, workflows you can rely on.

Discover

We review your current process and tools, then identify high-impact opportunities.

Design

We design the workflow, confirm edge cases, and plan integrations and permissions.

Build & Support

We implement, test, document, and refine—then support improvements over time.

Ready to reduce manual work?

Book a consultation and we’ll identify where automation can create immediate impact—without overcomplicating your systems.

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