Workflow automation · Ottawa
We replace copy-paste and manual handoffs.
Your team already has the tools. The work breaks down between them: retyped orders, reconciled invoices, reports assembled by hand. We connect the stack so data moves without someone in the middle.
We build with
Claude
ChatGPT
Gemini
Cursor
n8n
Slack
Zapier
Make
The tools are fine. The space between them is the job.
We keep hearing the same week. Not a crisis. Just work that already exists in one place getting typed into another.
The job is done. The invoice is not.
Line items are sitting in the project tool. Someone opens QuickBooks and types them again so the client can be billed.
Friday means three exports.
HubSpot, the spreadsheet, maybe Shopify. Then a deck named final_v4, assembled by whoever drew the short straw.
A new client signs. The checklist comes out.
Folders, accounts, the welcome email. Same steps as last month. Same person doing them.
The lead is still in the inbox.
Someone will get to it when they have a quiet hour. That hour keeps sliding to next week.
Audit. Build. Support if you need it.
Discovery Audit
We walk your operations and map where time and mistakes actually come from. Fixed fee. You keep the report even if we do not build anything.
Scoped Build
If the audit shows a clear win, we scope the build with a fixed price before anyone writes code.
Ongoing Support
After launch, we can stay on for fixes and changes. Most clients do not need this. It is there if volume or tools shift.
The problem
Your tech stack is growing. Your ops team is drowning.
Every new tool adds work: more logins, more reconciliation, more cracks for things to fall through. Teams patch it with coordinators, spreadsheets, and workarounds nobody documents. It works until volume outpaces what people can carry by hand.
What we build
Who we work with
Every industry has a different ops problem. The fix is usually the same.
Field-based operations
HVAC, trades, facilities, telecom. Dispatch, AP, and purchasing process hundreds of transactions daily across systems that do not talk. Someone sits in the middle of every handoff.
Fewer manual hops between dispatch and finance
Agencies & professional services
Client onboarding, reporting, time tracking, and status updates live in different tools. Admin overhead grows with every new client because the team is the integration layer.
Less setup per new client
Retail & commerce
Orders, inventory, returns, and reconciliation spread across storefront, POS, and accounting. Someone still exports CSVs every morning.
Data that syncs without a daily cleanup
Education & enrollment
Seasonal intake, class setup, and scheduling across forms, folders, and booking tools. Peak weeks bury the ops team in copy-paste.
Season prep in hours, not weeks
Work
See what we've shipped
The systems didn't talk. People were the glue.
Dispatch, finance, procurement, and customer service each ran on separate tools. Growth meant hiring coordinators, not fixing the handoffs.
Enrollment that used to take weeks now runs from one form
Group classes and private tutoring onboarding lived in folders, spreadsheets, and manual scheduling updates.
Twenty manual review summaries a day, gone
Creative feedback lived in long project threads. Someone read every thread and retyped the gist into chat.
FAQ
Answers to the questions we get
What kinds of companies do you work with?
Ops-heavy businesses where manual work is scaling faster than headcount, usually 10 to 50 people. Field services, agencies, commerce, professional services. The common thread: disconnected systems and someone retyping data between them.
What does an engagement look like?
Most start with a focused audit or automation project with a defined scope. Many clients stop after the build. Some keep us on retainer to maintain and extend the layer as the business changes.
How is this different from hiring a developer?
A developer wires two APIs and moves on. We build for operations: what happens when it fails at 6 PM, who owns it, how exceptions get handled, and what changes when you swap a tool in six months.
How long does a typical project take?
A focused project usually lands in two to six weeks depending on scope. We deploy incrementally, so you see working pieces early.
Reported results from similar automation work
We are early. These are published outcomes from comparable projects, not our client claims. The pattern shows up in most ops-heavy businesses we talk to.
Sources available on request.
How 15 hours of contract work became 2
This example is from a documented case study in the industry. Once you see how it gets solved, you start spotting the same shape in your own week.
The automation replaced the repetitive copying, not the judgment. Here's what the contract lifecycle looks like:
A deal reaches the stage where a contract is needed.
Someone decides: it's time to formalize this. This judgment call stays human.
Client and deal details are pulled straight from the CRM.
Before: someone would manually retype every detail. Now: the system pulls it directly, every field correct, every time.
Details drop into the template, and the document goes out for e-signature.
Before: manual verification of every field, then sending. Now: one button, one outcome.
Once signed, the CRM updates itself, and quiet deals get flagged.
The system handles the data sync and sends alerts, but someone still owns the relationship.
Now find it in your business
The win had nothing to do with contracts. It came from one pattern: the same information retyped from one system into another. Pick where it is hiding for you.
You do not need a transformation program. You need someone who maps how work actually runs, fixes the broken handoffs, and stays accountable for what ships.
One client at a time. The person on the audit is the person who builds it. No account managers, no bench of juniors.
Ready to stop patching it together manually?
Book a call and walk us through your stack, or answer three questions first if you want a read on where time is leaking.