Workflow Automation
The stuff that should happen every time — happening on its own.
The quote that turns into an invoice, the follow-up text two days later, the review request after the job's done, the Monday report — happens on its own, every time, even when you're slammed. It's like hiring the world's most reliable admin who never forgets, never calls in sick, and works for a flat monthly fee.
For every service business with repeatable steps: trades, clinics, salons, agencies, real estate, hospitality. It kills forgotten follow-ups, inconsistent process, the review requests you never get around to (and the Google ranking you're missing because of it), and manual report-building.
What's included
What it does — and what's included.
| Phase / item | What you get |
|---|---|
| Discovery | Map the repeatable processes worth automating and the triggers that kick them off. |
| Build | Automated workflows (n8n by default): quote→invoice, appointment reminders, review requests, follow-up sequences, internal alerts, scheduled reports. |
| AI steps | Where it helps: drafting personalized follow-ups, summarizing, classifying and routing inbound. |
| Integrations | Your CRM, calendar, accounting, email/SMS, forms, and the tools the workflow touches. |
| Testing | Trigger and edge-case testing, safeguards against duplicate or runaway sends. |
| Training & docs | Walkthrough, a map of every automation and its on/off switch. |
| Go-live | Phased activation with monitoring. |
Not included: the integration plumbing itself if systems aren't yet connected (that's Custom Integration, sometimes bundled); mass-marketing blasts (CASL limits — consent required). Common add-ons: more workflows over time, AI-drafted content steps, approval gates, dashboards.
Transparent pricing
Starting at $2,500 to build. From $299/mo to keep it sharp.
Moves up with: number and complexity of workflows; conditional logic and branching; number of tools each touches; AI-generated content steps; approval gates. A handful of straightforward automations sits near $2,500; a broad, branching automation suite approaches $15,000.
- Workflow Automation — build
- Starting at $2,500. Typical range $2,500–$15,000, fixed-quoted to your setup.
- Care Plan — keep it running
- Requires a Care Plan, from $299/mo (Core).
- Payment terms
- 50% to start, 50% at go-live under $10,000; 50/25/25 at $10,000 and up.
- Usage
- AI usage (and SMS where the build sends messages) passes through with a monthly allowance included, itemized on every invoice — never marked up in secret.
Go-live in 2–5 weeks
From "I keep forgetting" to "it just happens."
Week 1
Discovery.
We map the repeatable processes worth automating, the triggers that kick them off, and the "if this, then that" rules.
Weeks 1–3
Build.
We build the workflows on your tools — quote→invoice, reminders, review requests, follow-ups, alerts and reports — with AI steps where they help.
Weeks 3–4
Testing.
Trigger and edge-case testing, plus safeguards against duplicate or runaway sends.
Weeks 4–5
Phased go-live.
Automations switch on in phases with monitoring, and you get a map of every automation and its on/off switch.
Client effort: Your effort: light-to-medium — you define the "if this, then that," we build and you approve. Scales with the number of workflows.
Works with what you've got
It runs on the tools you already use.
We build on top of your existing stack — no rip-and-replace.
- CRM & calendar: the systems your jobs and appointments already live in.
- Accounting: QuickBooks Online, Xero — quote→invoice without re-typing.
- Email & SMS: follow-ups, reminders and review requests (CASL-compliant, consent required).
- Forms & more: whatever the workflow touches, connected by API or supported connector.
Prerequisites: the tools involved need to be accessible (API or supported connector); if they're not yet talking, a small Custom Integration may come first; consent in place for any customer-facing messaging (CASL).
What it looks like in practice
An example engagement (illustrative).
A fictional-but-realistic engagement to show the shape of a build — not a case study, and not a guarantee. Real proof arrives with our founding clients.
Summit Ridge Roofing, Salmon Arm Illustrative
Quotes go out, then vanish into the owner's memory; review requests never happen. RevyTech AI automates: accepted quote → invoice + deposit request; 48-hour and 7-day follow-ups on open quotes; a review request text the morning after job completion; a Monday pipeline summary. Setup $4,800, Core care. Quote-to-close climbs and the Google review count finally moves.
Questions
Workflow Automation FAQ.
What can we automate first?
The usual first wins: accepted quote → invoice, appointment reminders, review requests after a job, 48-hour and 7-day follow-ups on open quotes, and a scheduled Monday report. Discovery maps which of your repeatable processes are actually worth automating.
Can it send marketing blasts?
No — and that's deliberate. Canada's anti-spam law (CASL) sets strict consent rules, so mass-marketing blasts are out of scope. Automations message your own customers about their own jobs — reminders, follow-ups, review requests — with consent in place.
What if a workflow misfires?
Every build includes trigger and edge-case testing plus safeguards against duplicate or runaway sends, and go-live is phased with monitoring. You also get a map of every automation and its on/off switch, so you're never locked out of your own processes.
What does it cost?
Builds start at $2,500 and are fixed-quoted before we begin (typical range $2,500–$15,000 by the number and complexity of workflows). Every AI build includes a Care Plan from $299/mo. Full detail on the pricing page.
Pairs well with
Most builds don't stay solo.
Every system you add sits under the same single Care Plan — the tier grows only when your setup does.
Is it worth it for your business? Let's find out — free.
Book a free 20-minute AI assessment. We'll tell you what this build would do for you, what it'd cost — and if it's not worth it yet, we'll say so.
Prefer to talk now? Call (236) 837-3550 — a real BC-based human picks up. We reply within one business day, usually faster.