Who sets it up
Our CTO designs the workflows and connects them to your systems. Nothing goes live until your team has checked it on real data.
Automation Solutions
Business automation solutions you can deploy in days
Our business automation solutions take over the repetitive work between your systems: leads, documents, tenders, content and calls. Each one is already built and running. We fit it to your systems, test it on your data and go live in days.
Pricing on requestMonthly plan
Proven coreA tool we already build, run and look after.
Who our business automation solutions are for
Our business automation solutions suit mid-market and enterprise teams with a lot of repetitive work and no wish for a long software project. If your people spend hours each week copying data from one system to another, we built these for you.
Operations teams buried in paperwork
Faxes, forms, claims and email attachments that someone has to read, type up and file before the real work can start.
Sales teams losing leads to delay
Inquiries wait hours for a reply, land with the wrong rep or never reach the CRM at all.
Bid teams stretched by tenders
Too many portals to watch, too little time to decide, and too much copying from old proposals.
Front desks and support lines
Calls missed after hours or at busy times. Staff screen callers instead of helping the ones who are ready.
Marketing teams short on hands
Content calendars slip, someone builds the same report by hand every Monday, and email programs go stale.
Incoming workCalls, leads, documents and tender notices every day.
Seven solution areas, one way of working
Each solution has its own page that explains how it works, what it connects to and what it costs to start. They all follow the same setup steps and the same support. The same senior team sets them up and keeps an eye on them. So once you know one, you know how the others will go.
Connection layerMake, n8n and custom code linking your systems.
IN-STORE AI TenderFlow: tenders found, checked and prepared for you
Our newest ready-made solution. Five trained AI roles work as one bid team: they find the tenders that fit your business, gather every detail, check whether bidding makes sense, ask for your decision and prepare the full bid package. Nothing is submitted without your written approval. From $1,250 USD a month, and the first 30 days are free.
- Robot 1 of 524/7
Tender Scout
Searches newly published tenders every day, using the criteria you set.
- Watches CanadaBuys, MERX, SAM.gov and the provincial, state and city portals you choose
- Filters by your industry, region, contract size and category codes
- Passes every new match to the Tender Detective the same day
- Why it is faster
- It reads every new notice on every portal, not only the ones a person has time to open.
- How much it handles
- Thousands of notices a day across all your portals
- How fast
- New tenders found within hours of publication
- Robot 2 of 524/7
Tender Detective
Builds a complete file on every tender that passes the first filter.
- Pulls out requirements, terms, deadlines, site visits and bid bond dates
- Reads every addendum and question-and-answer update as it is published
- Finds the buyer, the decision makers and their contacts from public sources
- Notes past awards and who won similar contracts
- Why it is faster
- It reads the whole tender package and every addendum in minutes.
- How much it handles
- Every document in the package, no page skipped
- How fast
- A full tender file in under an hour
- Robot 3 of 524/7
Tender Validator
Compares what the buyer asks for with what your company can really deliver.
- Checks certifications, experience, staff and capacity against each requirement
- Flags hard stops early: a missing licence, bond or insurance
- Scores fit, contract value and the chance of winning
- Gives a clear bid or no-bid recommendation, with the reasons
- Why it is faster
- It scores every tender the same way, with no gut feel and no backlog.
- How much it handles
- Every tender in your file, scored on one model
- How fast
- Bid or no-bid in minutes
- Robot 4 of 5On every match
Tender Advisor
Brings you the tenders worth your time and waits for your decision.
- Sends you a short summary of each recommended tender
- Shows your options and what each one would take from your team
- Waits for your go or no-go before any preparation starts
- Keeps declined tenders on record for next time
- Why it is faster
- You decide from a one-page summary instead of a 200-page tender package.
- How much it handles
- All recommended tenders in one place
- How fast
- Your decision takes minutes, not days
- Robot 5 of 5Per approved tender
Tender Manager
Prepares the bid package for every tender you approve.
- Prepares every required document and form, following the buyer's rules
- Builds answers from your company profile, past projects and your pricing input
- Checks the package against the full requirements list before you review it
- Submits the bid for you after your written approval, or hands the package to your team
- Why it is faster
- It starts from your approved content and the requirements list, never from a blank page.
- How much it handles
- Several bid packages in parallel
- How fast
- A full first package in days, not weeks
Start AI TenderFlow
A monthly subscription. The final price depends on how many portals we watch and how many bids you prepare. Cancel any month.
IN-STORE AI TenderFlow
From $1,250/moFirst 30 days free
All five AI roles, daily tender search, bid or no-bid checks and bid packages prepared and submitted after your approval.
Start your 30 free days(opens in a new tab)How setup works: clear scope, days not months
The core of each tool already exists. So setup is mostly fitting, connecting and testing. We agree the scope in writing before we start, so the timeline doesn't drift.
Written scopeWhat we deliver, when, and how we judge success.
Scope
We meet to confirm the process, volumes, systems and rules. You get a written scope with what we'll deliver, the timeline and how we'll judge success.
Set up
We set up fields, routing rules, templates, approval steps and AI instructions to match how your team works.
Connect
We connect your CRM, ERP, accounting, e-signature, email and phone systems. Each connection gets only the access it needs.
Test on real data
We run the tool on a sample of your real documents, leads or calls. Your team checks the results, and we tune it until it meets the agreed bar.
Go live and improve
We launch, watch every run and review results with you each month. Improvements are part of the plan, not an extra bill.
Integrations: the systems we connect to
Automation is only useful if it reaches your systems. We connect to the platforms mid-market and enterprise teams already use, through official connections wherever they exist.
CRM
Platforms such as Salesforce, HubSpot, Zoho and Microsoft Dynamics. We create leads, fill in details, log activity and update the pipeline.
ERP
Systems such as NetSuite, SAP Business One and Dynamics 365. We handle orders, vendors, items and checked document data.
Accounting
QuickBooks, Xero and Sage. We handle bills, invoices and help with reconciliations.
E-signature
Tools such as DocuSign and Adobe Acrobat Sign. Agreements are sent, tracked and filed on their own.
Microsoft 365 and Google Workspace
Outlook and Gmail, Teams, SharePoint, OneDrive, Google Drive and Sheets, for intake, approvals and reports.
Make and n8n
The tools that move data between your systems. n8n can be self-hosted in your environment; Canadian hosting is available on request, subject to scoping.
ElevenLabs and OpenAI
Natural voices for phone assistants, and AI models that draft, pull out data and sort. A person reviews wherever the output matters.
Your teamChecks, approves and handles the unusual cases.
Ready-made solution, custom build or SaaS tool?
There are three common ways to automate a process. Each has its place, and we'll tell you honestly which one fits.
Off-the-shelf SaaS tool
Quick to buy, but you bend your process to the tool and pay per seat. You often end up with one more system that doesn't talk to your CRM or ERP.
Custom build from scratch
Fits exactly, but takes months, can run late and leaves you looking after the code. Right for unusual processes, wrong for common ones.
Our approach
IN-STORE ready-made solution
A proven core fitted to your process and connected to your systems. Live in days, priced monthly, with upkeep included.
Time to resultsHow long until the automation does real work.
People behind the automation
Software runs the routine part, and experienced people stay in charge of everything else. Our CTO and his team build and connect each tool. Our Client Service Director checks results every week and steps in when something looks off, and you always have one senior person to call.
BuildCTO designs and connects the workflow.
Who watches it
Every run is logged and watched. Our Client Service Director reviews results each week. A person looks at anything the system isn't sure about.
Who you talk to
Rob Ott, our robot Chief Executor, is always on and books you in with the right person. After that you have one named contact with a direct line, backed by a small senior team.
Automation solutions pricing approach
Solutions come as monthly plans with a starting price shown, so you can budget before the first call. Your final price depends on volume, connections and support level. We fix it in the written scope.
Ready-made solutions
Pricing on requestMonthly plan
Each solution page shows a starting monthly price. Setup, connections, monitoring and monthly improvements are included.
Talk to us about pricingAutomation Bundles
Pricing on requestMonthly plan
Three packages that combine popular tools at one monthly price, set up after a short call.
Talk to us about pricingCustom Automation Development
Pricing on requestMonthly plan
A starting monthly price to build and support custom workflows. Bigger builds are scoped in writing before work begins.
Talk to us about pricingSetupFitting and connecting it to your systems.
Frequently asked questions
How can you deploy in days when other vendors quote months?
Because we don't start from a blank page. The core of each tool is already built and running for other clients or for our own business. Your project is mostly fitting, connecting and testing on your data. The timing depends most on system access and how fast your team can check test results. We plan those steps together upfront.
What does a monthly plan include?
Each plan covers setup, connections to your systems, running the workflows, watching every run, fixing errors and a monthly review with tuning. The starting price is shown on each solution page. Your exact price depends on volume, number of connections and support level. We fix it in the written scope before work begins.
Do we need Make or n8n accounts of our own?
Not necessarily. We can run the workflow tools for you, or set them up in your own environment if your IT rules require it. Enterprise clients often choose self-hosted n8n inside their own cloud or in a Canadian data center. Either way, each workflow only gets the minimum access it needs.
What happens when the automation gets something wrong?
Every tool has checks and a fallback path. When the system isn't sure, like an unclear field on a scanned form or an unusual caller request, it sends the item to a person instead of pushing it through. Errors are logged and reviewed in our monthly meeting. Anything that keeps happening gets fixed in the setup.
Can these solutions handle regulated data such as health or financial records?
Yes, with the right setup. We design for PIPEDA and CASL in Canada, CAN-SPAM in the US, and PHIPA or HIPAA where health information is involved. That means people only see what they need, every action is logged, and a person reviews sensitive steps. Canadian data residency is available on request, subject to scoping. We document how data moves for your privacy or security review.
Can we start with one solution and add more later?
Yes, and most clients do. All our tools share the same connection layer. So the second one goes live faster than the first, because your systems are already connected. If you already know you need several, the Automation Bundles combine popular tools at one monthly price.
Next step
Put your first automation into production
Compare plans and bundles. Or tell one of our senior people about the process you want off your team's plate.