Advizr

workflow automation studio

Describe the process once. It runs every day after.

You describe the process or record it once. The studio turns it into a workflow that runs on triggers, fails loudly and waits for a person at every irreversible step. 5x ROI in 30 days. Or we work for free.

Teams we build for

  • Hoyes Michalos
  • Nurse Next Door
  • Fedi
  • UBC Sauder
  • Merchant House Capital
  • Picton Investments
  • Campbell Froh May & Rice LLP
  • Barnakl
  • Hungerford
  • Breez

The problems this solves

01

The process lives in a checklist nobody follows.

The steps are written down somewhere. On a busy day the person doing them skips a few, and nobody finds out until a customer does.

02

Handoffs stall between tools.

The order arrives in email, gets retyped into a spreadsheet, then waits for someone to notice it. Every handoff is a place for work to sit.

03

One system has no API.

The supplier portal only works by logging in and clicking. So a person spends every morning doing exactly that.

04

Repetitive runs eat the week.

The same update, made across a whole list of records, one at a time, by hand. Nobody checks the last entries as carefully as the first.

05

Automation nobody can see.

Somebody wrote a script years ago. It still runs, nobody knows exactly what it does, and everyone is afraid to touch it.

What we build

01 · Describe

You explain the process in plain language, or record your screen doing it once. The studio drafts the workflow from what it saw.

02 · Review on the canvas

The draft appears as steps on a visual canvas. You correct it there and mark the steps a person must approve before they run.

03 · Trigger

The workflow starts from a schedule, a form, or something happening in one of your connected tools. Nobody has to remember to run it.

04 · Run and gate

Each step either completes or fails loudly. Irreversible steps, like sending or deleting, stop and wait for a person to approve.

05 · Watch

Every run is logged with what went in and what came out. When a step fails, the person you named hears about it the same day.

What's included

  • Your first processes drafted from recordings and interviews, built out on the canvas
  • Triggers wired to the schedules, forms and events your work starts from
  • Browser jobs for the systems that have no API, logged like everything else
  • Your team trained to describe and correct workflows without us. Cancel anytime

Weeks, not quarters.

How the full engagement works

01 Discovery

WEEK 0

02 Prototype

WEEKS 1-3

03 Deploy & train

WEEKS 4-8

04 Run & improve

WEEK 9+

How we build it

Step 01

Start from the process you actually run.

The draft comes from watching you work or hearing you describe it. The steps on the canvas match the job as it is really done, exceptions included.

Step 02

Make every failure loud before making anything fast.

The first version runs slowly and reports everything. Speed and volume come after you have watched it be right.

Step 03

Gate what cannot be undone.

Sending, deleting and spending wait for a person. The workflow prepares the step completely, shows exactly what will happen, and stands by for a yes.

What we will not automate

Shipping a workflow whose failure mode is silence. Every step either works or fails loudly to a named person, and a step we cannot verify does not go live.

FIG. 01
Workflow studio: how the system fits togetherScreen recordings, Email and forms, Spreadsheets feed a hybrid index. The agent runtime works from that index, and every consequential action passes a human approval before it reaches Workflow builder, Task board, Approval queue.ScreenrecordingsEmail andformsSpreadsheetsHybridindexAgentruntimeYourapprovalWorkflowbuilderTask boardApproval queueYour systemsWhere your team works
Workflow studio: how the system fits together.REV 2026.08

What that means in practice

Agents and orchestration

AI that does the work instead of just answering: looks things up, calls your systems, completes multi-step tasks, and knows when to hand off to a human.

Where we stop. Multi-agent swarms are oversold; most jobs need one well-guarded loop. If a cron job and a script solve it, that is what we build, because 90 percent per-step accuracy compounds to 59 percent over five chained steps and no framework changes that arithmetic.

How we use it

MLOps and infrastructure

The plumbing that keeps AI running in production: deployment, scaling, monitoring and retraining, so it does not quietly degrade after launch.

Where we stop. We do not park your system on infrastructure only we understand. If your platform team runs Kubernetes on AWS, we deploy there. The architecture has to survive us leaving; that is the point of it.

How we use it

Evaluation and observability

How we prove the AI actually works: measured, monitored and regression-tested like real software, not vibes.

Where we stop. There is no engagement where we skip this. The honest variable is depth: a document pipeline gets faithfulness and extraction suites, an outbound agent gets human review sampling, a classifier gets a held-out test set. We size the harness to the risk, never to zero.

How we use it

Questions? Straight answers.

Three ways in

Three ways in. No long discovery.

Free · 3-5 days · No obligation

AI Opportunity Audit

We map your operations, find the highest-ROI automations, and hand you a ranked plan with payback math. Yours to keep, whoever builds it.

No obligation. No follow-up sequence.

Paid · Fixed scope

First Build

One high-ROI system, built on your real data and deployed in your stack, with your team trained to run it. Fixed scope. Quoted after the audit. Covered by the 5x ROI guarantee.

Scope my first build

Paid up front. Cancel anytime after.

Free · 15 min

Intro Call

Fifteen minutes with James, not a sales rep. Bring your worst bottleneck, leave with a straight answer.

Book 15 minutes

No pitch deck.

Every first build is covered: 5x ROI in 30 days. Or we work for free. Read the full terms

Start free. Know your number in five days.

A 3 to 5 day audit of your operations, ending in a plan with the ROI math attached. No obligation.

5x ROI in 30 days. Or we work for free.