Workflows
Each workflow is a reusable integration pattern referenced by one or more vertical playbooks. Vendor choices, compliance posture, and rough integration plan.
AI Scribe Setup for Clinical Notes
Session audio to SOAP notes or insurer reports in under 10 minutes.
Read the workflow →Automation Platform Choice: n8n vs Power Automate
The compliance-driven call between self-hosted and Microsoft-native.
Read the workflow →Document Collection via Client Portal
Clients upload on their schedule, portal chases for you.
Read the workflow →Email Triage and AI Draft Replies
Labels, summaries, and one-click replies in your voice.
Read the workflow →Insurance Claim Submission and Tracking
ICBC, WorkSafeBC, AFU, and extended health on one tracker.
Read the workflow →Online Booking and Waitlist Auto-Fill
Turn same-day cancellations from lost revenue into filled slots.
Read the workflow →Payment Links and Automated Reminders
Take cards, stop chasing cheques, collect in under 14 days.
Read the workflow →Permit Package Assembly for BC Jurisdictions
Batch PDF, stamps, and checklist verification that matches each authority.
Read the workflow →Photo-to-Estimate AI for Job Shops
Five-minute site walk to a line-item estimate ready for review.
Read the workflow →Proposal Drafting with Claude Projects
Briefs to 80%-done proposals in 30 minutes.
Read the workflow →Receipt Capture and Job Allocation
Photograph a receipt, land it in QuickBooks on the right job.
Read the workflow →Voice AI and Missed-Call Recovery
24/7 call answering that qualifies leads and texts you a summary.
Read the workflow →