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Workflow automation

Workflow & business-process automation for Quebec SMBs.

We connect the apps you already use so repetitive work runs itself, forms, emails, files, follow-ups and approvals, with conditional logic, error handling and full documentation. No coding on your end.

No coding on your end Documented & monitored Bilingual EN/FR
What we automate

The busywork that eats your week.

If it's repetitive and lives across two or more apps, it's a candidate. A few of the workflows we build most often:

Form to folder to email

A form submission creates the right folder, files the documents, sends a confirmation and notifies your team, automatically.

Follow-ups & reminders

Automatic email and SMS follow-ups, reminders and confirmations, so nothing slips through the cracks after hours.

File organization

Documents named, sorted and filed into the right SharePoint or Drive folder using your conventions, no manual cleanup.

Data entry & syncing

Information copied between your CRM, spreadsheets and tools automatically, so you stop retyping the same thing twice.

Notifications & alerts

The right person pinged in Teams, email or SMS the moment something needs attention, with the context they need.

Approvals & routing

Requests routed to the right approver with documented steps and a clear status, no more chasing people in inboxes.

How it works

From manual to automatic, without the chaos.

1

Map your process

A short call to map the steps, the apps involved and where time is lost.

2

We build it

Custom workflows with conditional logic, built and tested against real cases.

3

Document & hand over

Full documentation so you understand and trust exactly what runs.

4

Monitor & support

Error handling and monitoring built in, with optional ongoing support.

We run automation on ourselves: at Urbanix (500+ doors), owner approvals, maintenance tickets and tenant follow-ups are automated, and Agent Alex adds an AI layer on top. See our property-management IT →
Automation questions

Answers, plainly.

Do I need to know how to code for workflow automation?+
No. We map, build, document and monitor the automations. You just use them, and you get a system you can watch and expand.
Which apps can you connect?+
Microsoft 365, Google Workspace, common CRMs, form tools and most apps that offer an API or webhook. If your tools can talk, we can connect them.
How many automations do I get?+
Our WonderFlow package includes 3 custom automations with conditional logic, error handling and full documentation. Additional workflows are scoped on a project basis.
What happens if an automation fails?+
Every workflow is built with error handling and monitoring, so failures are caught and flagged rather than silently dropping work. We document each step so it's easy to follow.
Where is our data hosted?+
Our core automation infrastructure runs on Canadian servers in Quebec, which helps with data residency and Law 25. When a workflow touches third-party tools, we tell you exactly where data goes.
Get started

Put the busywork on autopilot.

Tell us what you need and get a clear, fixed-price quote within one business day. Prefer to talk? Book a free call.