Automation

Doing the same tasks by hand every day? Let’s automate them.

A submitted form becomes a record in your CRM and an email to the right person, with nobody copying anything.

Request a discovery call See how
  • Shadow modethe automation runs in parallel and your team checks it before go-live
  • BeauharnoisOVHcloud data centre, in Quebec
  • 1 business dayusual reply time for every message
1 Request received through your website form 2 Record created in the CRM no retyping, with the contact’s source 3 Shadow mode your team checks before go-live 4 Email sent acknowledgement, then a follow-up reminder
A typical example: from form to email, with no copy and paste.
02 / 06

A typical example

By hand

  • The form lands in an email inbox.
  • Someone creates the record when they have time.
  • The acknowledgement waits for someone to remember.
  • Follow-up depends on everyone’s memory.

Automated

  • The record is created on arrival.
  • The acknowledgement goes out right away.
  • Requests with no follow-up for 7 days are flagged to you.
  • A summary of the week arrives Monday morning.

Our own site works this way: every request becomes a record in our CRM, and the ones left without follow-up are flagged to us every Monday.

03 / 06

Already built

Two tools that do on their own a job that used to need a person.

  • Laravel Quote Estimator

    A self-serve pricing tool on this bilingual site: seven questions, a real price on screen, no sales call and no waiting for a quote.

  • Canadian Tax Rules Engine

    A rules engine that computes federal T1 and Quebec TP-1 income tax, with every constant traceable to the source page it came from.

04 / 06

What we automate

  • From form to CRM

    A request received creates or updates the customer record, with no retyping.

  • From CRM to email

    The right message goes out at the right time: acknowledgement, follow-up, reminder.

  • Recurring tasks

    Reports, updates, filing: whatever comes back every day or every week.

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How it works

  1. 1

    Map

    With you, we identify the tasks that come back most often and the tools that feed them.

  2. 2

    Build and test

    We build the automation with your real data, with tools such as n8n, FastAPI and PostgreSQL.

  3. 3

    Shadow mode, then go-live

    The automation runs in parallel, your team checks the results, then we put it into service.

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A task that comes back every week?

Describe it in three lines. A person replies, usually within one business day.

Describe my task

Frequently asked questions

Which tools can you connect?

The connectors we use cover CRMs such as HubSpot and ERPNext, among others. Tell us what you have: we check feasibility on the call.

Where does our data go?

Through tools you control, hosted in Quebec at OVHcloud, in Beauharnois. Open models run on infrastructure you control; a cloud model is only used if you choose one.

How much does it cost?

It depends on the number of automated tasks and the number of tools to connect. The discovery call scopes the project, then we send you a proposal.

What if the automation gets it wrong?

That is why we go through shadow mode: your team reviews the results before the automation becomes active.

Request a discovery call

Tell us which task you would like to stop doing by hand. A person reads every message.

Message received

Thank you. We will review your request and reply within one business day.

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