Workflow audits & planning
Find repeated manual tasks, unnecessary handoffs, and opportunities to simplify how work moves through the business.
- Process map
- Priority opportunities
- Implementation plan
Automation / CanCom Studio
Let the tools talk.
Get your time back.
Connect the useful parts of your business so a form, booking, order, or update can move the next task forward. We design clear workflows with understandable rules and a plan for exceptions.
A closer look / Automation
Your everyday tools, connected.
Try the Zapier or n8n workflow preview and explore tools for commerce, marketing, operations, and real estate.
A little less manual.Workflow concept
Your tools. In sync.
- JotformForms
- ShopifyCommerce
- StripePayments
Bring it all together
- Google SheetsSpreadsheets
- HubSpotCRM
- SupabaseDatabase
- QuickBooksAccounting
Zapier / Connect everyday tasks into a smoother workflow.
More ways to connect.
- Klaviyo
- WooCommerce
- Square
- BoomTown
- dotloop
One useful action.
Everything connected.
Example connections, tailored to your tools. No apps are connected or messages sent in this demo.
The full picture / What we do
The thinking.
The making. The details.
Choose the support you need, or bring the pieces together in one custom scope. Here’s what automation can include.
01
Make work flow
CRM & lead routing
Move new inquiries into the right record and route them to the right person using agreed fields and decision rules.
- Field mapping
- Routing rules
- Duplicate handling
Customer onboarding
Coordinate the forms, records, tasks, and welcome messages that follow a new customer relationship.
- Onboarding sequence
- Task creation
- Customer communication
Appointment & follow-up automation
Connect booking details, reminders, and follow-up tasks so your team has a clearer view of what happens next.
- Booking triggers
- Reminder sequences
- Follow-up tasks
02
Connect the tools
App & API integrations
Connect supported tools and data sources through existing connectors or a separately scoped custom integration.
- Connection setup
- Data mapping
- Integration testing
Email & notification workflows
Send useful information to the right place when a defined event occurs, with sensible timing and human approval where needed.
- Trigger rules
- Message templates
- Delivery checks
Reporting dashboards
Bring agreed business data into a view your team can understand and use, with consistent definitions and update rules.
- Metric definitions
- Data connections
- Dashboard views
AI-assisted workflows
Use AI for scoped tasks such as drafting, classification, or summarization, with review steps and clear limits around its role.
- Task definition
- Review checkpoints
- Quality checks
From first conversation to final handoff
A clear way
from here to there.
Good work starts with a shared understanding. Explore the three stages of your project.
01 / Map
Understand the work before automating it.
We trace the trigger, information, decisions, and handoffs. Together we decide where automation helps and where a person should stay in control.
- Current workflow
- App & data review
- Automation plan
Scope & investment
Start with
the right scope.
From $1,500
USD / setup
Build your automation brief Compare service packagesThe starting package
Business automation
- One agreed workflow using existing connectors
- Up to 3 apps, one trigger, and up to 5 action steps
- Workflow map, testing, and basic error notification
- Documentation and a walkthrough
One tested, documented workflow with clear ownership and exception handling.
Additional workflows, custom APIs, complex branching, data cleanup, AI agents, monitoring, and subscriptions or usage costs are quoted separately.
A few useful answers
Before we
get started.
Which tools can you connect?
We plan around the tools you use, including Zapier, n8n, Google Sheets, Supabase, QuickBooks, Jotform, Shopify, Stripe, HubSpot, Klaviyo, WooCommerce, Square, BoomTown, and dotloop. Available actions depend on each app’s API, connectors, permissions, and subscription.
Will the examples on this page connect my accounts?
No. The visuals are interactive demonstrations only. Real access, credentials, data, and permissions are agreed and configured separately as part of a scoped project.
Does the setup include ongoing monitoring?
The starting scope includes testing, basic error notification, documentation, and a walkthrough. Ongoing monitoring, subscriptions, usage fees, and additional workflows are quoted separately.
