Frequently asked questions

Do you replace our tools?

No. We build automations on top of the tools you already use. If a tool change is ever recommended, it is optional and only with your approval.

Is AI reliable for operations?

Yes, when used with guardrails. We combine clear rules, controlled AI use, monitoring, and optional human checks so outcomes stay predictable.

Do you need customer data access?

Only when necessary. We minimize access, use least privilege, and scope permissions to what the workflow requires. We can also design around redaction or limited data exposure when possible.

How do you handle security and permissions?

We use your existing access controls, restrict credentials to the minimum required, and document what has access to what. We do not share your data with other clients.

How fast can you deliver?

Most first workflows ship in 7 to 14 days after kickoff, depending on scope and tool access. We start with an initial workflow review and confirm a realistic delivery plan before building.

How does pricing work?

We offer three engagement models: full end-to-end automation delivery, ongoing maintenance and optimization, and on-demand support. Pricing depends on scope, complexity, and tooling, so we provide a tailored quote after a short review. Reach out and we will recommend the best fit.

What happens if something fails?

We design workflows with retries, fallbacks, and clear alerts so issues are visible quickly. For ongoing engagements, we monitor and fix failures as part of the service.

Can you support Canada and the US remotely?

Yes. We deliver remotely with clear documentation, structured updates, and predictable communication.

What happens after launch?

You get documentation, ownership clarity, and an option for ongoing monitoring and improvements. If you prefer one time delivery, we hand off cleanly.

Who owns the automations and documentation?

You do. Workflows are built in your accounts where possible, with documentation you can keep and maintain.

What tools do you work with?

We work with common SMB tools across operations, support, finance, and sales. If you have a specific stack, we confirm compatibility during the initial review.

How do we start?

Start with an Automation Plan. We review your workflows, identify quick wins, and outline the next steps before any build work begins.