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AI agents and automation for the work your team repeats

Most teams lose hours every week to work that follows the same steps: answering the same customer questions, moving a lead from a form into the CRM, retyping invoice details, reformatting content, assembling the same report every Monday. We build the automations and AI agents that take that work off your desk, in Python and in code you own. AI goes where it helps, and a person stays on every decision that matters.

Discuss your project See the evidence
  • AI agents that answer, sort and draft, with a person approving what goes out
  • Leads, requests and data moved between your tools without copy and paste
  • Scanned documents and invoices read, filed and made searchable
  • Where your data is processed, and which services see it, agreed up front
The principle

Automate the repetitive part, keep people on the decisions

AI is good at a narrow set of tasks: reading a scanned document, pulling out the fields that matter, filing it in the right category, drafting a first version of a text. Decisions with consequences belong to a person. The automations worth building give AI the first kind of work and route the second to someone on your team.

  • It follows rules

    The same steps every time, with clear inputs and outputs. Much of this work needs a reliable script and no AI at all.

  • It happens often

    A step repeated a hundred times a month is where time and errors add up, so it is the first place to look.

  • Someone has to remember it

    Follow-ups, weekly reports and filing that happen only when someone thinks of them. A scheduled job runs whether anyone remembers or not.

  • The input is unstructured

    Scanned documents, free-form emails and text that needs a first draft. This is where AI earns its place.

What we automate

Where automation pays for itself

Some of this work needs AI. Much of it only needs a reliable script.

  • AI agents and assistants

    Agents that answer customer questions from your own content, sort incoming email, qualify leads or draft replies, with clear limits on what they may do alone and a person approving the rest.

  • Leads and requests

    A form submission that lands in your CRM, notifies the right person, sends the right follow-up and is tracked until someone responds, without anyone moving it by hand.

  • Content and translation

    First drafts of English and French versions, summaries, alt text and SEO metadata produced inside your editorial workflow, then reviewed and approved by an editor before publishing.

  • Publishing workflows

    One piece of content published to your website and sent to your social channels in the right format, on a schedule, without copying and pasting.

  • Reports that build themselves

    Figures from analytics, Search Console, sales or spreadsheets gathered on a schedule and delivered as a weekly report or a dashboard, so nobody assembles them by hand every Monday.

  • Documents and invoices

    OCR on scanned and emailed documents, key fields extracted, and every file renamed and placed in the right folder automatically.

  • Search across your documents

    Full-text search over thousands of PDFs, scans and internal documents, or an assistant that answers from them, so information is found in seconds.

  • An AI-ready website

    Structured data and clean, well-organized content, so AI search tools and assistants read your site correctly and have a better chance of citing it when people ask about what you do.

  • Systems that share data

    Forms, CRMs, spreadsheets, accounting and email connected, so information entered once reaches every system that needs it. Built the same way as our API integration work.

How we work

Small automations you can rely on

We start with how the work is done today, with real examples, and choose the tool afterwards.

Which step is repeated a hundred times a month? Where do errors creep in today? What does a person need to see before something goes out? The answers decide whether the right build is a fifty-line script, a scheduled job or an AI model in the loop. Often it is the script.

Every automation has to be visible. If it stops, someone should know the same day, and if it is unsure, it should ask a person.

  • A working version tested early on your own invoices, files or content, because real documents are messier than samples
  • Anything uncertain flagged for a person to review
  • Where it runs and which outside services see your data, decided with you, in line with obligations such as Québec’s Law 25
  • Logs and simple alerts, so a stopped job is noticed the same day
  • Readable code with notes on how it works and how to change it, yours to keep
  • Each phase estimated in writing before it starts
Start a project

Is there a task your team repeats every week?

Describe it the way you would to a new colleague: what comes in, what you do with it, and where it ends up. That is usually enough for us to tell you whether it can be automated and roughly what it would take.

Discuss your project
Evidence

Automations we have built

Scripts and scheduled jobs running today: three on our own systems, one on a client platform.

All case studies

Bookkeeping that prepares itself. For our own books, a Python pipeline runs OCR on incoming invoices and statements, extracts the fields an accountant needs and files each document in a consistent folder structure. Month-end preparation starts from an organized archive.

Search for a document archive. For our own archive, a full-text index covers a large collection of PDF files, scanned ones included, so a document can be found by what it says rather than by where someone remembers saving it.

Data brought to where people work. This site reads the Google Search Console API through a service account and shows each page’s search performance inside the WordPress editor, refreshed on a schedule.

Follow-up that runs itself. On iAmEvolving, purchases and sign-ups trigger the right emails through a scheduled queue inside WordPress, including a reminder when a cart is abandoned, so nobody sends them by hand.

Questions

AI and automation, answered

Do we need to use AI at all?

Not necessarily, and we will tell you when you don’t. Many of the most useful automations are plain scripts that follow rules. AI earns its place when the input is unstructured, such as scanned documents, free-form emails or text that needs a first draft.

Can an AI agent talk to our customers directly?

It can, within limits you set. A well-built agent answers from your own approved content, says when it does not know, and hands the conversation to a person for anything involving money, commitments or complaints. We usually start with the agent drafting and a person sending, and widen what it does alone once its answers have proven reliable.

Where does our data go?

That is decided at the start. Many automations run entirely on your own computer or server. Where an outside AI service is useful, we tell you which one, what is sent to it and why, so you can decide with the facts in hand and with your obligations, such as Québec’s Law 25, in view.

How accurate is OCR on our documents?

It depends on the documents, which is why we test on your real ones before committing. Clean PDFs are read almost perfectly. Poor scans and handwriting are less reliable, so the workflow flags low-confidence results for a person to check instead of passing them on silently.

Do you use tools like Zapier, Make or n8n?

When they are enough, yes, because a simple connection should stay simple. For document processing, search, or anything that has to be reliable and inexpensive at volume, we write the automation in Python, so it is fast, testable and free of per-task fees.

Can it work with the software we already use?

Usually. If a system has an API, or can import and export files, it can be part of an automation. Where it has neither, we say so before the work is scoped.

What does it cost to run once it is built?

Often very little. A script that runs on your existing computer or server has no running cost beyond maintenance. Where an AI service is involved, we estimate its usage cost up front from your real volume.

Expertise

Other services we offer

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