In practice
AI workflow automation: what we build
Intake and triage
Emails, forms, uploads and phone notes read as they arrive, classified, checked for what is missing and routed to the right person or queue.
Document processing
Invoices, applications, contracts and IDs read and checked against your rules, with the extracted data written into the systems you already use.
Drafting and follow-up
Replies, reminders and chasers drafted in your tone for a person to approve, or sent automatically where you have decided that is safe.
Review and approval
Human review points wherever the process needs judgment, with an audit trail of what the system did, what the person decided and why.
A good fit when
- The same kind of request arrives many times a week and is handled by hand.
- Information is re-typed from emails or PDFs into another system.
- Work waits because someone has to notice it, sort it or chase it.
- Mistakes come from missed steps rather than hard judgment calls.
How an engagement runs
One week mapping the real workflow with your team, exceptions included. Two to three weeks proving one workflow on your own documents and systems, against an evaluation set agreed up front. Then the production build — integrations, permissions, monitoring and review points — shipped behind your authentication, in your cloud, and handed over with documentation and training.
We work on site with teams in North Vancouver, West Vancouver and Downtown Vancouver.
Proof in our own products
We run this in production ourselves
RentFlow
Turns a landlord’s inbox into a queue that mostly clears itself: maintenance requests triaged by urgency and trade, rent chased, tenants screened.
Visit RentFlowITelliMortgage
Clients upload documents from a phone; the system sorts and checks each one, and the broker reviews, chases what is missing and creates the file in Velocity.
Questions we are asked
How long before something is running?
Workflow mapping takes about a week. A working proof on your own documents and systems follows in two to three weeks, with an evaluation set agreed up front so the go or no-go decision rests on evidence.
Does the AI act on its own?
Only where you decide it should. Most workflows start with the system preparing the work and a person approving it; a step moves to automatic once the evaluation results show it is reliable. Every action is logged.
Do we have to change our software?
No. We build around the systems you already use — email, CRM, accounting or industry software — and connect to them through their APIs or exports. The point is to fit your process, not replace it.
Where does our data go?
The system is deployed into your cloud, behind your authentication. Where documents must not leave your infrastructure, we use models hosted in your own account or open-weight models.
Related services
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Contracts, tickets, manuals and company history made answerable, with every answer cited back to its source document.
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