AI Workflows & Automation · Montréal
Practical AI solutions that turn business information into useful work. We help you streamline repetitive tasks, research opportunities, prepare content and communication, and connect the tools you already use. Projects can include prospect research and sales preparation, inquiry processing, internal knowledge assistants, document preparation, and AI-assisted content and image workflows. Each solution is scoped around a specific business need, with clear review steps, testing, and guidance for everyday use.
Discuss your project
Repetitive work often moves between documents, messages, research and business tools. We help identify where AI assistance or automation can make that work more manageable. The starting point is a defined task, the information it needs, the output someone can use and the person responsible for reviewing it. A useful solution may be a repeatable assisted workflow, a connected process or an internal assistant; it does not have to be fully autonomous.
Scope prospect research, opportunity summaries and sales preparation around the information your team needs. Outputs can help prepare conversations and communication drafts. Sources, relevance and factual checks are part of the review process; a prepared draft is separate from sending outreach.
Possible projects include organizing incoming requests, preparing documents or helping staff find answers in approved internal material. We define the inputs, permitted sources, output format and handling of missing information. Required access and the owner of the next action are agreed before integration.
AI-assisted workflows can help prepare or refine content and images based on approved material. Connections to existing tools depend on their capabilities, account access and the agreed scope. Human review remains part of publishing, factual accuracy and brand consistency.
01
Map the current workflow, examples of inputs, expected outputs and who reviews them. Agree on tool access, data handling and what should happen when information is incomplete.
02
Develop the agreed prompts, templates or tool connections around representative examples. Review the output with the people who will use it and refine the steps.
03
Check useful and difficult examples, define where a person needs to intervene and document how to run and review the workflow. Agree on responsibility for changes as information or tools evolve.
Bring one recurring task, a few suitable examples, the tools involved and a person who can judge the output. We clarify what information can be used, who approves external actions and what counts as a useful result. Tool subscriptions, ongoing maintenance and expansion into additional workflows are scoped separately.
Our ongoing e-commerce work includes AI-assisted refinement of content and creation of imagery from existing brand material. The storefront case provides related project context. That is experience with assisted production, not a claim that the client operates an autonomous AI system or that a standalone automation has produced measured savings.
AI assistance helps someone research, draft or organize work that they review. Automation connects defined steps so parts of a process run with less manual handling. A project may combine the two; we agree which steps run automatically and which need human approval.
Potentially. We first check the available integrations, permissions, account setup and data needed for the task. Some tools require subscriptions or development work. We confirm the feasible connections before committing to the scope.
Yes, research and sales preparation can be scoped. We define relevant sources and review criteria, then prepare usable research or draft communication. Sending messages is a separate action with its own approved audience, content and contact requirements.
This can be scoped around approved documents and a defined user group. We agree on source material, access and how answers should handle uncertainty or missing information. The assistant should help people find and use information, with review appropriate to the task.
Not by default. We design review steps around the consequences of the output and the action involved. Drafting content differs from publishing it or changing a customer record. We agree on approval and exception handling rather than promising unattended accuracy.
Before implementation, we identify the information needed, the people who may access it and the providers involved. Use of sensitive material, retention and permissions must fit the agreed workflow and your requirements. We do not need unrestricted access to every business system.
Agree on an observable result: less manual preparation, more complete drafts or clearer handoffs, for example. Use representative tasks and review quality as well as effort. Time savings and business outcomes should be measured in actual use, not assumed from the presence of AI.
The quote depends on the task, inputs, integrations, review requirements and testing. Tool fees, ongoing operation and later expansion are clarified separately. We define a bounded first workflow before estimating a wider system.
