What does AI automation consulting include?

We find the jobs in your business where AI saves hours or wins sales, plan how to automate them and build the first one. You get a written plan, then a working system in your own tools within 3 days of starting the pilot.

How much does AI automation consulting cost?

The automation plan is free. We then quote the 3-day pilot as a fixed price, agreed before we start, based on the tools it connects and the steps it runs. Run and improve is a monthly fee after launch.

How does this compare to hiring an AI consultant or doing it ourselves?

One new hire has to cover strategy, integrations and upkeep alone. Doing it yourself works for ChatGPT prompts, but connecting HubSpot, Gmail and QuickBooks with approvals and logs takes build time most teams don't have. We do that work at a fixed price, and the result runs in your accounts.

How much of my time does it take?

The free plan starts with a 30-minute call. During the pilot, we need the person who owns the work for a short daily check-in, access to the tools involved and approval on test runs.

What happens to our data?

We work inside your accounts with the least access each automation needs, and you choose the model. Every run is logged, and we follow PIPEDA when we handle personal information. People on your team approve anything before it's sent.

What happens when the AI gets something wrong?

Every run is logged with what went in and what came out, so we can see which step failed. Anything that reaches a customer waits for a person to approve it in Slack or email. When a run fails or a draft is rejected, we fix that step and report the change in the monthly review.

AI automation consulting that ends in a working system

Through AI automation consulting, we help Canadian businesses pick their first AI project, then build it inside the tools they already use. You get a ranked plan first and your first automation live within 3 days.

Get a free automation plan Take the AI readiness assessment

Works with

10.7%of AI-using Canadian businesses with 1 to 4 employees brought in outside consultants or vendors, vs 30.2% of those with 100 or more (Q2 2026)Source: Statistics Canada, 2026

2%of large Canadian organizations ($50M+ in revenue) see a return on their generative AI investments, though 93% use AI (2025 survey)Source: KPMG Canada, 2025

From AI strategy to a system your team uses every day

Find the work where AI pays back first

We map how leads, orders, tickets and invoices move through Gmail or Outlook, HubSpot or Salesforce, Shopify and QuickBooks. Then we rank each job by hours saved and revenue impact, so your AI strategy starts with the work that costs you most.

Know what's ready before anything gets built

Our AI audit checks where your customer data lives, how complete it is, who has access and which tools can connect. See your score first with the free AI readiness assessment, then we confirm it against your real accounts.

RunsToday

HubSpotQualify inbound leadsRunningMaya Chen · 16s
SalesforceNightly CRM cleanupCompleted1,398 fields · 41s+1,398
QuickBooksMatch supplier invoicesNeeds approvalINV-20931 · $13,104
ZendeskTriage new ticketsCompleted38 tickets · 2m 04s38 closed
ShopifySync Shopify ordersRetryingRate limited, retry 2 of 3

Pick a first project you can measure

A good first project is small, frequent and tied to revenue. For a sales team, that could be speed to lead: every form fill gets a reply in minutes and the right rep gets a Slack alert. We agree on the number to watch before we build.

#paid-media

The Automation CompanyAPP9:41 AM

Your Search campaign for spring roof repair in Calgary is ready. Want me to publish it?

Budget$3,200 / monthAd groups8 · 46 keywordsHeadlines15 per groupStartsPaused until you say

ApproveEditReject

Get a working system in 3 days

The pilot puts your first automation live in your own tools within 3 days. Most projects end in AI agent automation that runs on your data, with a person approving anything before it reaches a customer.

Multiple models

Filter models…

Claude
OpenAI
Gemini
Cohere
Your own model

Filter models…Auto

Claude Opus 5.5
Claude Sonnet 5
Claude Haiku 4.5

Keep it running and add the next one

After launch, we monitor every run, fix what breaks and tune model costs and speed each month. When you're ready, we build the next automation on your plan.

Runs

Qualify and route this morning's demo requests

Priya and 3 more peopleRunning…

Reconcile September Stripe payouts

Marc

Draft replies for French tickets

Lucía and Dev

Refresh tired Meta creatives

Lucía

Book renewal calls for Q4 accounts

Priya

Merge duplicate Salesforce accounts

Dev, Marc and Priya

Post weekly ad spend to #leadership

Marc

What our AI consulting services include at each stage

A free automation planWithin 3 business days of our call: your top 3 automations ranked by hours saved and revenue impact, the tools each one connects and what the first one takes to build.

A map of how the work moves todayEach step of the process we're automating, who does it, which tool it happens in and where it stalls. Your team can check it before we change anything.

A readiness reportWhere your data lives, what needs cleaning first, which accounts we need access to and anything that blocks the build, such as a CRM full of duplicates.

A build spec for the first projectThe trigger, every step, the tools it touches, where a person approves, which model runs it and the number we'll use to judge it. You sign off before we start.

A live pilot in your accountsYour first automation, built and running in your own Gmail, HubSpot, Slack or QuickBooks within 3 days, with a run log your team can read.

A monthly run reportWhat ran, what failed and what we fixed, plus model costs and speed for the month and the next automation we recommend from your plan.

Who AI automation consulting is for

A good fit

Canadian businesses that know AI could help but haven't picked a first project
Teams that run on Gmail or Outlook, a CRM like HubSpot or Salesforce, and tools like Shopify or QuickBooks
Owners losing sales to slow follow-up, missed calls or hours of manual admin
Companies that tried ChatGPT and now want AI connected to their own data

Not a fit

Companies that want a strategy deck with no plan to build
Teams looking for software to buy and set up on their own
Research projects that need a model trained from scratch

Use cases for AI automation consulting

All use cases

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

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

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

Competitor monitoringYou hear about a competitor's new price or ad after your customers do. Their changes reach your Slack every morning.

AI knowledge baseAnswers are scattered across Gmail, Drive and people's heads. Your team asks in Slack and gets an answer with its sources.

Invoice processingSupplier invoices get typed into QuickBooks by hand. Each one is read, matched to the PO and queued for approval.

AI automation consulting questions

Start with a free automation plan

A 30-minute call, then a written plan within 3 business days: your top 3 automations, the tools each one connects and what the first one takes to build. No cost, no obligation.

Get a free automation plan Take the AI readiness assessment