The Automation Company
Get a free automation plan

The AI automation agency for Canadian businesses

We're an AI automation agency that builds automations in your Gmail, HubSpot and Shopify. Leads get a fast reply, calls get answered and your ad report is ready on Monday.

Get a free automation planTake the AI readiness assessment
Automations/Lead qualificationLive
Lead qualificationWhenHubSpotNew form submission
Run #5,034 · started just nowRunning · 0/6
  1. HubSpotTriggeredNew form submission
  2. HubSpotRead the new contactMaya Chen · Harbourline Logistics
  3. ClayEnrich company142 employees · Vancouver, BC · Series B
  4. LinkedInCheck the buyer's roleVP Operations, joined 8 months ago
  5. ClaudeScore against your ICPGrade A · 86/100 · fleet size matches
  6. HubSpotRoute to the territory ownerAssigned to Priya S. · West
  7. SlackAlert #inbound-leadsPosted with a booking link

Workflows to start with

HubSpotCalendlyGmail+1

Speed to lead

Leads wait hours and buy from whoever answers first. Every form fill gets a reply and a booking link within minutes.

Sales automationWebflowView
TwilioClaudeJobber+1

Missed calls

Every call you miss is a booking someone else gets. An AI receptionist answers, books the job and sends you the notes.

Customer service automationTwilioView
ShopifyKlaviyoMeta Ads+1

Abandoned cart recovery

Carts get abandoned and every shopper gets the same reminder. We write each reminder about what was left in the cart.

Ecommerce automationShopifyView
Google AdsGoogle SheetsGoogle Analytics+1

Search campaign builder

Ad spend goes up and leads don't. New Google search campaigns get built from your brief and wait for your approval.

Marketing automationGoogle SheetsView
HubSpotClayLinkedIn+1

Lead qualification

Sales spends the day on leads that never buy. Every new lead gets researched, scored and routed before a rep picks up the phone.

Sales automationHubSpotView
StripeMixpanelHubSpot+1

Churn risk alerts

Customers leave without warning. Morning alerts flag at-risk accounts from usage and billing data.

Customer retention automationMixpanelView
All use cases

AI agents that work your pipeline with your team

Agents qualify leads, draft campaigns and update HubSpot while your team takes the calls. Start with AI automation consulting that ends in a working system.

Get a free automation plan

Free 30-minute callWritten plan in 3 business days

Inbound pipelineMain tableKanbanDashboard
This week
ItemOwnerStatusSourceCreated
Harbourline LogisticsLead AgentDoneHubSpotHubSpotSep 29
Lakeshore Dental GroupMarc DuboisWorking on itWebflowWebflowSep 29
Norden FoodsLead AgentNeeds reviewLinkedInLinkedInSep 28
Prairie Steel SupplyPriya SandhuDoneGmailGmailSep 27
Kanata PhysioLead AgentNewCalendlyCalendlySep 27
Last week
ItemOwnerStatusSourceCreated
Maple & Main RoofingDev MalhotraDoneHubSpotHubSpotSep 24
Tidewater OutfittersLead AgentDoneLinkedInLinkedInSep 23
Lead AgentQualified 14 leadsLead Agent · Qualifies and routesDone

Where Canadian businesses stand on AI

19.2%of Canadian businesses used AI to produce goods or deliver services in the 12 months to Q2 2026, up from 6.1% in 2024Source: Statistics Canada, 2026
25.2%of Canadian businesses plan to use AI in the next 12 months, up from 14.5% a year earlier (Q3 2026)Source: Statistics Canada, 2026
30%of Canadian SMEs use generative AI, and those that do are 24% more productive (survey of 1,500 owners, February 2026)Source: BDC, 2026

Start with one automation, live in 3 days

If you don't know where to start, take the free AI readiness assessment. You get a score and up to 3 first projects matched to the problems you tick.

Fix the problems that cost you sales. Start with the one that hurts most.

Leads wait hours for a reply and buy from whoever answers firstSales automation answers every new lead in minutes. With speed to lead, replies go out from Gmail or Outlook, and each lead lands in HubSpot with its source and score.
Every call we miss is a booking someone else getsAn AI receptionist answers every call, day or night, books the job in your calendar and sends the details to your team. Turn missed calls into booked jobs.
Ad spend goes up and leads don'tRun your Google Ads and Meta campaigns with marketing automation. We refresh creative when results drop and send a Monday report on cost per lead, so you see which ads bring in customers.
Shoppers leave full carts and don't come backWe set up ecommerce automation that recovers carts and keeps Shopify in sync. Klaviyo reminders change with what's in each cart, and every order matches in QuickBooks without retyping.
We find out about a competitor's new price after customers doCompetitor monitoring checks their websites, Google and Meta ads and reviews each day. Changes post to Slack, so you can answer the same week.
Answers live in Gmail threads and one person's headYour AI knowledge base searches Drive, Gmail and HubSpot at once and answers with sources. Our AI agent automation connects Gmail, Outlook and HubSpot to draft replies and update records.

Automations for each revenue team. Plus support, RevOps and operations.

Maya ChenVP Operations · Harbourline Logistics86A
Clay142 employeesClayVancouver, BCClaySeries BClayFleet of 60
SalesforceRouted toPriya S. · WestSlack
Sales automationSales automation that answers, scores and routes every lead in HubSpot or Salesforce.
Weekly campaign reportMonday
  • Google AnalyticsOrganic+12% leads
  • Meta AdsMeta Ads−8% leads
  • LinkedInLinkedIn+4% leads
SlackMeta leads dipped after Variant A ran out. Swap in Variant C?
Marketing automationMarketing automation for Google Ads and Meta, fresh creative and one weekly report.
SemrushRankingsThis week
  • commercial roofing calgary144
  • flat roof repair229
  • roof inspection cost3112
3 pages fixed, sitemap resubmitted
SEO automationSEO automation for audits, keyword maps, briefs and weekly reports you approve.
best bookkeeping firm for Ontario startups
  • OpenAIChatGPTCited
  • GeminiGeminiCited
  • ClaudeClaudeNot yet
AI SEO automationAI SEO automation that tracks your citations in ChatGPT, Gemini and AI Overviews.
Google AdsSearch terms
  • emergency plumber near me9 leads
  • water heater repair5 leads
  • free plumbing jobs0 leads
SlackApproveAdd “free” as a negative keywordApproved
Google Ads automationGoogle Ads automation that builds campaigns and reports leads and revenue from your CRM.
Meta AdsSponsoredVariant CCTR 3.8%
Meta AdsSponsoredVariant BCTR 2.9%
Meta AdsSponsoredVariant ACTR 2.1%
Facebook ads automationFacebook ads automation with fresh Meta and TikTok creative and CRM sales sent back.
LinkedInNorden FoodsHiring 3 dispatchers
LinkedInTidewater OutfittersOpened a 2nd depot
LinkedInKanata PhysioNew VP Operations
GTM automationGTM automation that starts outbound from buying signals in Clay, Apollo and HubSpot.
ShopifyAbandoned cart
  • Merino crew sock, 3-pack$42.00
  • Trail runner, size 9$168.00
Priya S. · Kelowna, BC · 2nd order
KlaviyoReminderYour trail runners are still waiting, Priya. Your size is in stock.Sent
Ecommerce automationEcommerce automation for carts, product copy and Shopify order sync.
Account healthLast 30 days
  • Norden FoodsNorden Foods38
  • Westbrook ClinicsWestbrook Clinics54
  • Cedar & Pine DentalCedar & Pine Dental81
Customer retention automationCustomer retention automation that flags churn, preps renewals and wins back buyers.
ZendeskOrder #4821 arrived damagedHighDamaged itemEN
Draft replySorry about that, Jess. A replacement ships today by Canada Post Expedited, no need to send the old one back.
Customer service automationCustomer service automation that triages tickets and drafts replies from your docs.
SalesforceHarbourline Logistics4 fixed
  • Industry—Logistics
  • Employees0142
  • Province—British Columbia
  • Close dateMar 31Oct 17
CRM automationCRM automation for clean HubSpot and Salesforce data and a forecast you can trust.
Prairie Steel SupplyINV-20931
  • Steel angle 2×2×¼, 20 ft$6,240.00
  • Flat bar ½×4, 20 ft$3,980.00
  • Delivery, Saskatoon$2,260.00
Total + GST$13,104.00
QuickBooksBill createdPO-7731 matchedGST 5% codedPlootoEFT on Oct 3
Business process automationBusiness process automation for invoices, onboarding and order sync, without retyping.
All solutions

Pick a first automation

All use cases
Google CalendarHubSpotLinkedInMeeting prep briefsReps walk into calls without reading the last thread. A one-page brief lands in Slack before every external meeting.
Meta AdsCanvaSlackMeta creative refreshMeta ads go stale and nobody notices until results drop. Tired ads get spotted and replaced with new variants you approve.
SemrushMeta AdsGoogle SheetsCompetitor monitoringYou hear about a competitor's new price or ad after your customers do. Their changes reach your Slack every morning.
LinkedInApolloClaySignal-based outboundCold emails go to accounts with no reason to buy now. Outreach starts when an account shows a buying signal.
ShopifyGoogle SheetsMeta AdsProduct contentNew products sit with thin descriptions that don't rank or convert. Each one gets full copy for Shopify, Google and Meta.
ShopifyLightspeedCanada PostShopify and QuickBooks syncShopify orders and QuickBooks don't match at month end. Every sale posts to QuickBooks with the right GST/HST.
SalesforceGongGoogle CalendarRenewal prepRenewals start with someone digging through old notes. Prep pulls calls and usage, builds the deck and books the review.
Google DriveGmailNotionAI knowledge baseAnswers are scattered across Gmail, Drive and people's heads. Your team asks in Slack and gets an answer with its sources.

We connect, build and run every automation.

We work inside your accounts, write each automation in code, run it on a trigger or a schedule, and ask a person before anything goes out.

SalesforceZendeskGoogle AdsStripeNotionMeta AdsLinkedInIntercom
HubSpotSlackQuickBooksGmailShopify

Use the model you choose, connected to your data

We connect Claude, Codex, OpenRouter and open-source models to your tools through MCP. You pick the model for each job and can switch later.

  • Claude and Codex. For writing, research and code-heavy work, connected to your Gmail, Drive and HubSpot through MCP.
  • OpenRouter and open-source models. For high-volume jobs where cost matters, or when you want a model you can host yourself.
  • OpenClaw and Paperclip AI. For agents that work through a list of tasks on their own, with your team approving the steps that matter.
ClaudeOpenAIMultiple models
Filter models…
  • ClaudeClaude
  • OpenAIOpenAI
  • GeminiGemini
  • CohereCohere
  • Your own model

See every run, what it cost and how long it took

Run and improve is our monthly service. We monitor every run, fix what breaks and tune model costs and speed.

  • Every run is logged. Each log shows the trigger, the steps, the model used and the result, so you can see why an automation did what it did.
  • Model costs per automation. We track spend for each automation and move simple steps to cheaper models when the output stays as good.
  • When something breaks, we fix it. An API changes or a rate limit hits. We get the alert, fix the automation and tell you what changed.
Runs
Qualify and route this morning's demo requestsLead AgentPriya and 3 more peopleRunning…
Reconcile September Stripe payoutsMarc
Draft replies for French ticketsLucía and Dev
Refresh tired Meta creativesLucía
Book renewal calls for Q4 accountsPriya
Merge duplicate Salesforce accountsDev, Marc and Priya
Post weekly ad spend to #leadershipMarc

Agents for each team

Email accounts the week they show a buying signal

The agent watches LinkedIn, Clay and HubSpot for new hires, funding and pricing visits, then drafts the email.

Get a free automation plan
Q4 outboundSales AgentSales Agent0/6
ContactStatusSignal
  • maya@harbourline.caQueuedLinkedInOpened a 2nd depot
  • j.roy@nordenfoods.caQueuedLinkedInHiring 3 dispatchers
  • sam@kanataphysio.caQueuedApolloNew VP Operations
  • lee@tidewater.coQueuedClayRaised Series A
  • ops@prairiesteel.caQueuedHubSpotVisited pricing 4×
  • anna@cedarpine.caQueuedCalendlyBooked a demo

For Canadian businesses across industries

Roofing and tradesDental clinicsRetailLogisticsLaw firmsCafésAccountingSaaS
EcommercePhysiotherapyAuto repairReal estateRestaurantsAgenciesConsultingEducation

An agent for each job

Sales agentsResearch, score and answer new leads before a rep picks up the phone.
Lead QualifierLead Qualifier14 leads qualified todayLead QualifierResearches each new lead, scores it and sends it to the right rep.HubSpotClayGet started

How a project with our AI automation agency runs

AI implementation starts with a free plan, then a 3-day pilot, then monthly run and improve.

Book a callTell us where sales slip or hours go. The call takes 30 minutes.
Discovery call · 30 minGoogle Meet · Thu, Oct 2Google Meet9:3010:0011:3013:0014:3016:00
Read your planWithin 3 business days you get your top 3 automations, ranked by hours saved and revenue impact.
HubSpotNew form fillClayEnrich companyClaudeScore the leadSlackAlert the rep
Approve the pilotYou agree to a fixed price and give us access to the tools the first automation needs.
The Automation CompanySlackLead qualification is live. First 12 leads scored, 3 routed to Priya.Launched on schedule
Approve in SlackOnce it's live, you approve sends, posts and payments in Slack and see every run.
Hours given back+38% this quarterLead AgentLead Agent · 64 h saved in September

Who we work with

A good fit
  • Canadian businesses that sell through HubSpot, Salesforce, Shopify or Gmail
  • Teams losing sales to slow follow-up, missed calls or ads that don't convert
  • Owners who want automations built and run for them
  • Teams that will approve sends in Slack while an automation is new
Not a fit
  • You want software to log into and run yourself
  • You want a strategy deck with nothing built
  • Your customer and sales records are still on paper

How we handle your accounts and data. The same rules on every project.

People approveEmails, ads, payments and customer replies wait for a person on your team to approve them in Slack.
Every run loggedEach run records its trigger, its steps, the model used and the result. We share the logs with you.
Your own accountsAutomations run inside your HubSpot, Gmail, Shopify and QuickBooks accounts. The accounts and logins stay yours.
Least accessWe ask only for the permissions each automation needs, and you can remove our access at any time.
You choose the modelPick Claude, a model through OpenRouter or an open-source model, and switch later if you want.
PIPEDAWe follow PIPEDA when we handle personal information, and we collect only what an automation needs.

Questions about working with an AI automation agency

Follow up on every leadmapleharbourprairiePick up every calltidewaterlaurentianfraserReport every Mondaybellwoodskindredcedarline

Get your top 3 automations in writing

Book a 30-minute call. Within 3 business days you get a written plan that says what to build first. No cost, no obligation.

Get a free automation planTake the AI readiness assessment