AI consulting services
Strategy
Before you buy another tool, it helps to know where AI will actually pay off and what your team is allowed to do with it. We map how work moves through your team, rank every idea by time saved, cost and risk, and set clear rules for using AI safely.
A map of your key processes and where time is lost
A ranked list of AI and automation opportunities, with estimated hours saved and a roadmap you can act on
A recommended tool stack, starting with what you already pay for, including where each tool stores your data
A roadmap An AI use policy with clear data rules, human review, and privacy checkpoints for PIPEDA and Quebec’s Law 25you can act on
Automations
As a certified Make Partner, we build automations that connect your apps and do the repetitive work for you. Most businesses use a mix of three kinds.
Rule-based automations: same steps, every time, for syncing data, invoices and reports
AI-powered automations: an AI step reads, summarizes or sorts, then the workflow carries on
Agentic automations: an agent works toward a goal, with approval points before anything important
Built and maintained on Make, by a certified Make Partner
Agents & Assistants
Most teams already pay for ChatGPT, Claude or Gemini, but few get much out of it. We set them up with your company’s context so everyone gets better answers, and build agents that work where your team already does, like Slack, Teams, email or monday.com.
ChatGPT, Claude or Gemini set up with your company context, a shared prompt library, and custom GPTs, Skills or Gems for each team
An internal assistant that answers “Where are we on the Smith project?” from your live data
Agents that sort your inbox, draft replies and prepare lead briefs in your CRM, with your approval before anything goes out
monday.com AI agents and AI Blocks set up for your boards
USE CASES
10 hours
saved per week
Sales Prospecting
Deploy an AI agent that monitors Google Sheets or your CRM for new leads. The agent researches the prospect’s LinkedIn, scores the lead based on your ideal customer profile, and instantly notifies your team in Slack with a comprehensive summary.
3-5 hours
saved per week
Instant Invoice
The moment a PandaDoc contract is digitally signed, an AI agent generates a matching invoice in QuickBooks or Xero and emails it directly to the client. No manual data entry, copy-pasting, or payment delays.
4-6 hours
saved per week
Project Sync
Use AI to analyze meeting transcriptions and extract key deliverables. An agentic workflow then creates and assigns those specific tasks in monday.com, ensuring your project boards are always up to date without a single keystroke.
4-5 hours
saved per week
Newsletter Creation
Transform a single Google Doc into a full campaign. AI extracts the core insights, drafts a high-converting Mailchimp newsletter, and generates a Slack preview for your final approval before scheduling the blast.
3 hours
saved per week
Intelligent File Management
An AI agent monitors your Gmail attachments and “reads” incoming files. It automatically renames them, sorts them into the correct Google Drive folders, and updates the associated client board in monday.com.
7-10 hours
saved per week
Business Intelligence
Build a custom AI agent that connects to Slack and trains on your Google Drive and ClickUp data. Team members can ask, “What is the status of the Smith project?” and receive an immediate, accurate answer based on live information.
6-8 hours
saved per week
Smart Email Categorization
An AI agent analyzes incoming Gmail messages to understand customer intent. It automatically applies high-priority support labels, drafts responses using past data, and alerts the right team member in Slack based on the email’s urgency.
5-7 hours
saved per week
Lead Enrichment
When a consultation is booked via Calendly, an AI agent immediately researches the participant’s company, LinkedIn profile, and current industry trends. It builds a structured briefing inside mondayCRM so you enter every call fully prepared.
3-4 hours
saved per week
Daily Action Plans
Every morning, an AI agent reviews your calendar, task manager, and unread Slack channels. It compiles a prioritized, hyper-focused daily agenda delivered straight to your phone, ensuring you focus on revenue-generating tasks first.
TESTIMONIALS
OUR PROCESS
From first call to daily use in three stages
01.
Discovery
A working session where we map your processes, list every AI opportunity and rank them. You leave with a roadmap and a fixed-price quote.
02.
Build
We build, test with your real data, document everything and train your team. Most builds take 2 to 4 weeks.
03.
Care
Monthly support, monitoring and improvements, so your automations keep running as your tools change.
FEDERAL AI FUNDING
Helping you prepare for federal AI funding
RAII is a federal program delivered by Canada’s seven regional development agencies, so there’s one for every province and territory. It supports AI adoption by small and mid-sized businesses and non-profits, the commercialization of Canadian-made AI, and the organizations that help businesses adopt it. On October 13, 2026, the government added $500 million over five years, bringing total funding to $700 million, as part of AI for All, Canada’s national AI strategy.
Timing matters. Each agency sets its own eligibility rules, support levels and intake dates, and costs you incur before applying may not count. If you’d like the funding to cover our work, apply before the project starts, and we’ll time our proposal to match.
FIND YOUR REGIONAL AGENCY
British Columbia ↗
Pacific Economic Development Canada
Alberta, Saskatchewan, Manitoba ↗
Prairies Economic Development Canada
Southern Ontario ↗
Federal Economic Development Agency for Southern Ontario
Northern Ontario ↗
Federal Economic Development Agency for Northern Ontario
Quebec ↗
Canada Economic Development for Quebec Regions
Atlantic Canada ↗
Atlantic Canada Opportunities Agency (NB, NS, PEI, NL)
Yukon, NWT, Nunavut ↗
Canadian Northern Economic Development Agency
Each agency sets its own rules and dates. Facts verified October 27, 2026, from the Government of Canada’s RAII page and CED’s program page.
How we help you prepare
01.
Eligibility and fit check
Free. In a 15-minute call, we look at your project against the program criteria and tell you honestly if it’s a good fit.
02.
AI readiness assessment
We map your processes and define exactly which AI automations fit your business. This becomes the core of your project description.
03.
Scope and work plan
Deliverables, milestones and a realistic timeline, written so you can adapt it into your application.
04.
Budget and supplier quote
An itemized quote for consulting, implementation, software licences and training, broken down the way the agency reviews costs.
05.
Expected results
Baseline measures (hours spent, error rates, turnaround times) and the improvement you can expect, so your productivity case is concrete.
06.
Responsible AI and cybersecurity
Funding agencies encourage responsible AI, and some may give priority to projects with cybersecurity measures. We prepare both for your project.
07.
After approval
We deliver the project as planned, keep our invoices in line with the approved budget, and give you the numbers you need for progress reports.
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What we don’t do
We can't fill out, sign or submit an application on your behalf, and unfortunately, we cannot guarantee approval.
We work remotely with teams across Canada, in English and French.
FREQUENTLY ASKED QUESTIONS
1
What does an AI consultant do?
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An AI consultant helps you decide where AI makes sense in your business and then sets it up. That includes reviewing your processes, choosing tools, building automations or assistants, training your team and setting rules for safe use. A good one also tells you where AI isn't worth it.
2
How much do AI consulting services cost?
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How long does an AI automation project take?
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What's the difference between an AI automation and an AI agent?
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What is prompt and context engineering?
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Do we need an AI use policy?
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How do you keep our data safe?
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Is there an AI grant for small businesses in Canada?
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Can government funding cover AI consulting?
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Will you write our funding application?
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Which tools do you work with?
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Do you only work with Quebec businesses?
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