Intake, data entry, document handling, approvals, follow-ups and reporting quietly consume hours every week. We automate those workflows, including reading and routing documents with AI, using n8n, Make, Zapier or custom code, so work moves forward without manual chasing. Every automation is scoped around the hours and errors it removes, and priced against that.
What Workflow & Document Automation covers
We sell workflow automation at any scale: a single simple workflow (e.g. form to CRM, email sort, booking sync) or complex multi-step systems across entire departments. Built on n8n, Zapier, or Make depending on what fits your business best. n8n can be self-hosted in Canada with no per-task fees. We also build AI-powered infrastructure into your workflows: knowledge systems that answer questions from your documents, intelligent routing, lead generation agents, and proposal generation, so your automations get smarter over time.
What's included
AI Automation for Business
AI automation for Canadian businesses. We connect large-language-model APIs (Anthropic Claude, OpenAI GPT-4) into your existing tools so they can summarize, draft, classify, route, and respond automatically. Practical use cases include AI document review, AI proposal drafting, AI customer-support triage, and AI lead scoring. Built with human-in-the-loop checkpoints so AI output is reviewed before it goes to customers, billing, or anything regulated.
n8n Workflow Automation
Custom n8n workflow automation built and self-hosted on your own infrastructure, no per-task fees, Canadian hosting available on request. We handle node selection, error handling, retries, and monitoring. Best fit for businesses that have outgrown Zapier's per-task pricing or need workflows that can't leave Canada.
Zapier & Make Workflow Automation
Zapier and Make (formerly Integromat) workflow automation for teams that want fast deployment without self-hosting. We design multi-step workflows across 5,000+ connected apps, build conditional logic and branching, set up error notifications, and tune for cost (Make is cheaper for high-volume; Zapier is cleaner for occasional triggers). Best fit for marketing ops, sales ops, and admin teams that need automations live in days, not weeks.
CRM Automation
CRM automation for HubSpot, Salesforce, Pipedrive, Close, and custom CRMs. We build lead-scoring rules, automated follow-up sequences, deal-stage transitions, email and SMS sequences, calendar integration, and reporting dashboards. Includes data hygiene rules (deduping, enrichment, format normalization) so your CRM stops being a graveyard of half-finished records.
Lead Capture & Routing Automation
End-to-end lead capture and routing automation: web form submissions, missed calls, chatbot conversations, and email inquiries all converted into CRM records, qualified by AI, routed to the right person on your team, and acknowledged with a personalized response, within seconds. Reduces lead-to-first-contact time from hours to under a minute, which is what closes the deal.
Document Processing & Data Entry Automation
Document processing automation using OCR and large language models: invoices, receipts, contracts, intake forms, and PDFs extracted into structured data automatically. We integrate with accounting systems (QuickBooks, Xero), CRMs, and internal databases. Replaces the manual data entry that eats hours every week at clinics, accounting firms, property management companies, and trades operations.
Why it's worth it
Single simple workflow or multi-step systems. We sell what you need, custom-quoted based on scope
Choose the right platform: n8n for self-hosted power, Zapier for simplicity, Make for visual workflows
AI-powered workflow steps: knowledge lookups, document Q&A, intelligent routing, and lead scoring
Lead capture from forms, calls, or web, instant CRM entry plus notifications
Reduce repetitive data entry and copy-paste work
Connect 400+ apps including Slack, HubSpot, QuickBooks, Gmail, and Google Sheets
Auto-send invoices, follow-ups, reminders, and reports on schedule
AI-powered proposal generation from your templates and client data
Sync inventory, orders, and shipping across platforms in real-time
Your automations can run on private servers in Canada when you want them to
Start with a few high-impact workflows and expand over time
How it works
1
Workflow Audit
We map every manual process in your business across 14 categories: sales, marketing, operations, HR, finance, IT, support, and more.
2
Automation Design
We prioritize workflows by ROI, select the right platform (n8n, Zapier, or Make), and build them with safeguards, activity logs, and monitoring built in.
3
Integration & Testing
We connect your tools (CRM, email, accounting, etc.), add AI-powered steps where they add value, run end-to-end tests, and validate every automation path.
4
Deploy & Optimize
We launch your automations on a private server, train your team, and monitor for 30 days to catch and fix issues early.
How we measure the return
Before we build, we agree what success is worth and measure a baseline. After launch, we report against it.
Hours of manual work per week, before and after
Turnaround time from request to completion
Error and rework rate
Cost of the tools the automation replaces
We use this in our own products
The same approach runs in software we build and operate ourselves.
Hours of admin removed from every week, measured before and after launch
Starting at $500 and up to $15,000+ depending on scope. Every project starts with a free 15-minute discovery call. We scope the work in writing, then quote it fixed-price, no surprises, no hourly drift. Ownership and licensing terms are set out in your contract.
Workflow automation ranges from $500 to $15,000+ depending on the number of workflows, integrations, and AI steps. We provide a fixed quote after a free discovery call.
What is n8n and why do you use it?+
n8n is an open-source workflow automation platform. Unlike Zapier or Make, n8n can be self-hosted in Canada, has no per-task pricing, and supports complex logic with branching, loops, and custom code. We also use Zapier and Make when they are a better fit for the job.
Can you automate tasks across different software?+
Yes. We connect CRMs, accounting software, email platforms, databases, and internal tools, along with most services that offer an API.
Will automation break if one of my tools updates?+
We build with error handling, alerts, and monitoring so issues are visible quickly. If a connected API changes, we review the impact, patch the workflow, and recommend the right maintenance approach for the systems you rely on most.
How long does workflow automation take?+
Simple automations such as email routing or lead capture typically take 1–2 weeks. Department-wide automation takes 4–8 weeks, and larger programs 8–16 weeks.
Can you add AI steps to my workflows?+
Yes. We add AI steps such as answering questions from your documents, lead scoring, proposal drafting, and routing. These run inside your automation platform rather than as separate tools.
Ready to get started with Workflow & Document Automation?
Book a free 15-minute consultation and we'll show you exactly how we can help.