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Workflow automation

AI business automation

Practical AI automation for Sylvan Lake and Central Alberta small businesses. We automate the work that’s eating your week — after-hours leads, follow-up, quotes, reporting — so your team can focus on what actually grows the company.

Who you work with

Daniel Shuttleworth, founder of Grizzly AgencyDaniel ShuttleworthFounder, Grizzly Agency
“I've grown a six-figure blog from the side of my desk.”
Dan, on his Niche Lion newsletter
Dan's story

01Approach

Not AI demos. AI that ships

Every small business we talk to has two or three bottlenecks slowing them down: leads that come in at 10pm and go cold by morning, quotes that take hours to put together, follow-up that never happens, reports that live in a junior's head. That's where we point the AI.

We don't sell you shiny features. We talk it through with you, map the specific tasks eating your week, and build focused automations around the ones with the best payback. Each project is scoped to finish — not to drag on.

We use the best tool for the job: OpenAI, Anthropic, Google, Zapier, Make, Airtable, custom code. No vendor lock-in, no bespoke platform you can't leave.

24/7 Response

Leads that come in at 11pm on a Sunday get an instant, intelligent reply — and land sorted in your CRM by Monday morning.

Cut Admin Time

Quoting, scheduling, invoicing, reporting — the busywork that eats your week. We automate the parts that don’t need a human.

Data You Act On

Pulled from your tools, cleaned, and turned into dashboards and AI summaries that tell you what’s working — without you having to build a spreadsheet.

02Builds

What we automate

01

AI Chatbots

Website and Facebook chatbots that answer customer questions, qualify leads, and book appointments — trained on your services, not generic templates.

  • Trained on your FAQ
  • Lead qualification flows
  • Calendar booking
  • CRM hand-off
  • Human escalation
  • Multilingual
02

Workflow Automation

Zapier, Make, and custom code connecting your tools so data flows automatically — no more copy-paste between systems.

  • Lead routing
  • CRM sync
  • Invoice generation
  • Appointment reminders
  • Follow-up sequences
  • Internal notifications
03

AI-Assisted Follow-Up

Personalized email and SMS follow-up sequences drafted by AI, reviewed by your team, sent automatically at the right time.

  • Drip email sequences
  • SMS follow-ups
  • Review request flows
  • Quote follow-ups
  • Re-engagement campaigns
  • Open/reply tracking
04

Document & Quote Generation

AI-generated quotes, proposals, and contracts from templates you approve — ready to send in seconds, not hours.

  • Branded templates
  • Auto-pricing logic
  • E-signature integration
  • PDF generation
  • CRM attachment
  • Approval workflows
05

AI Reporting & Insights

Pull data from your tools — ads, CRM, accounting — into a single dashboard with AI-generated plain-English summaries.

  • Cross-tool pipelines
  • Custom dashboards
  • Weekly AI summaries
  • Anomaly detection
  • KPI tracking
  • Board-ready reports
06

AI Content Production

Blog posts, social media, service descriptions — AI-drafted in your brand voice, reviewed and polished by humans.

  • Brand voice training
  • Blog drafts
  • Social scheduling
  • SEO outlines
  • Image generation
  • Editorial review

03How we build

Our automation process

  1. 01

    Discovery

    We get on a call with you and map every manual, repeated task your team does in a week.

  2. 02

    Audit & Prioritize

    We score each task by time saved, dollar value, and ease of automation. You pick what to automate first.

  3. 03

    Design

    We design the automation end-to-end — integrations, failure cases, human review points — and get your approval before building.

  4. 04

    Build

    We build in Zapier, Make, Airtable, OpenAI, Anthropic, and custom code as the job requires. No vendor lock-in.

  5. 05

    Integrate & Train

    We connect to your CRM, email, calendar, and whatever else matters. Your team gets trained on what to touch and what to leave alone.

  6. 06

    Optimize

    We monitor performance, tune prompts, and extend automations as your business changes.

04Tools we use

Modern AI tooling

AI Models

  • OpenAI GPT
  • Anthropic Claude
  • Google Gemini
  • Open-source LLMs

Automation

  • Zapier
  • Make (Integromat)
  • n8n
  • Custom webhooks

Data

  • Airtable
  • PostgreSQL
  • Google Sheets
  • Notion

CRM & Comms

  • Your existing CRM
  • Zapier connectors
  • Twilio / SMS
  • Email & calendars

05Where we serve

Automation for your city

We work with small businesses across Alberta. Start with your local page:

06By industry

Automation for your industry

Industry-specific automation playbooks with the right integrations and workflows:

07FAQ

AI automation questions

What exactly is AI business automation?

It's using AI tools — chatbots, language models, workflow platforms — to handle repeated tasks in your business without a human doing them each time. For most small businesses, that means lead response, scheduling, quoting, follow-up, and reporting.

Is my business data safe with AI?

We use the business/API tiers of OpenAI, Anthropic and Google, whose terms exclude your data from model training, and tell you which provider sees what before anything is built.

How much does AI automation cost?

Each automation is quoted at a fixed price after a free discovery call.

How quickly will I see ROI?

We price each automation against the hours or leads it saves, so you can judge the payback first.

Will AI replace my team?

No. We automate the work your team doesn't want to be doing anyway — the copy-paste, the late-night response, the repetitive quoting. Your team gets their time back for the work that actually needs a human.

What if the AI makes a mistake?

Every automation we build has human checkpoints on the things that matter (sending a contract, booking a high-value appointment). We design for failure gracefully, not recklessly.

Do I need a big tech stack first?

No. We meet you where you are. If you're running on email, Google Sheets, and a phone, that's fine — we'll work with that and add just enough infrastructure to make automation reliable.

Let's automate the busywork

Free automation audit. We’ll map where AI can save you time and money, and tell you exactly what it would cost to build.
Want a second opinion first? Book an hour with Dan — US$150