Solutions / 04 · Operations
AI for operations teams
The weekly numbers compile themselves and stalled work surfaces before a client has to tell you.
Teams we build for
- Hoyes Michalos
- Nurse Next Door
- Fedi
- UBC Sauder
- Merchant House Capital
- Picton Mahoney
- Campbell Froh May & Rice LLP
- Barnakl
- Hungerford
- Breez
Teams we build for
- Hoyes Michalos
- Nurse Next Door
- Fedi
- UBC Sauder
- Merchant House Capital
- Picton Mahoney
- Campbell Froh May & Rice LLP
- Barnakl
- Hungerford
- Breez
Teams we build for
- Hoyes Michalos
- Nurse Next Door
- Fedi
- UBC Sauder
- Merchant House Capital
- Picton Mahoney
- Campbell Froh May & Rice LLP
- Barnakl
- Hungerford
- Breez
The operations day, drawn twice
The dashed lane is the day by hand. Below it runs the same day on the system, and the dashed node in the middle is a person approving every consequential step before it ships.
The dashed lane across the top is the Operations day by hand: Export numbers from every system, Reconcile totals in a sheet, Chase status in Slack threads and Build the Monday deck late. Below it, Project tracker, Time tracking and Field service feed the agents, every consequential action waits at your approval, and the approved work lands in Dashboard, Interact and Approvals.
The day by hand
- 01Export numbers from every systemhuman
- 02Reconcile totals in a sheethuman
- 03Chase status in Slack threadshuman
- 04Build the Monday deck latehuman
The day on the system
- 01Project tracker
- 02Time tracking
- 03Field service
- 04Agents
- 05Your approvalhuman
- 06Dashboard
- 07Interact
- 08Approvals
What the coo is actually dealing with
- 01
The Monday report eats Friday
Someone exports from every system, pastes into a deck and reconciles the totals by hand. The numbers still get challenged in the meeting.
- 02
Status lives in people's heads
You find out a job stalled when the client calls. The tracker says green because nobody updated it.
- 03
Onboarding waits on documents
New clients sit half set up while a coordinator sends yet another reminder. Nobody knows which files are still missing without opening the folder.
- 04
Every tool holds a different truth
The job tracker, the accounting system and the master spreadsheet disagree. Reconciling them is a standing weekly task with a name attached to it.
- 05
The process lives in one person
The workflow runs because one person remembers all of it. When they are away, work queues until they are back.
What we build for operations teams
Weekly report builder
Pulls from the job tracker, the books and the time sheets. Drafts the weekly report with every number cited to its source. You approve it in the queue and the dashboard updates.
Exception watcher
Watches every open job for silence. When one sits untouched past its threshold, it lands in chat with the record and the last activity attached.
Document chase agent
Requests what is missing, reminds until it arrives and files it where it belongs. Escalates to a human when reminders stop working.
Invoice matching gate
Matches vendor invoices to the quote and the job. Clean matches move on. Mismatches wait in approvals with the difference highlighted.
Handoff tracker
Records every handoff between teams. Who has the work, since when, and what they are waiting on. Nothing sits in a gap between two owners.
Morning brief agent
Reads overnight activity across your systems and sends each team lead their own brief. Same data, one view per team, ready before standup.
Built from these systems
Every workflow above is one of these systems, configured for operations teams. Each has its own page, with the pipeline drawn and the line we do not cross written down.
The surface your team runs it from
Drawn in code from the panel you actually get, not a doctored screenshot. Where a real number would sit, the panel shows a label, because numbers on this site have to trace to a source.
Every dollar of spend traced to the work behind it.
Outcomes delivered
n/a
Cost per outcome
n/a
Value attributed
n/a
Return on spend
n/a
The numbers we put in writing
| Term | In writing |
|---|---|
| The promise | 5x ROI in 30 days |
| The baseline | Signed before we build |
| The clock | Starts at deployment |
| If we miss | We keep working free |
We guarantee 5x ROI inside 30 days of deployment, in writing, measured against a baseline you sign before we build. If the system misses the bar, we keep working for free until it clears.
Wired into your stack
Reads from
- QuickBooks
- monday.com
- Asana
- Jira
- Procore
- Airtable
- Google Sheets
Acts in
- Slack
- Gmail
- Outlook
- DocuSign
Reports to
- Excel
- Power BI
- Looker Studio
The numbers in operations teams
19.2% of Canadian businesses now use AI to produce goods or deliver services, up from 6.1% two years earlier, per Statistics Canada.
Statistics Canada · 2026 · 9,251 business responses from a 21,105 sample, fielded April to May 2026 (Canadian Survey on Business Conditions)
Data analytics is the most common business use of AI in Canada, named by 36.6% of AI-using firms, in the same Statistics Canada survey. Reporting is where adoption starts.
Statistics Canada · 2026 · 9,251 business responses from a 21,105 sample, fielded April to May 2026 (Canadian Survey on Business Conditions)
Canadian small businesses that use generative AI report saving 1.08 hours a day, in CFIB's survey of 1,683 SME owners.
Canadian Federation of Independent Business · 2025 · 1,683 SME owner responses
17.7% of US small businesses were paying for AI tools by the end of 2025, and the newest adopters reached 10% adoption in 6 months, per JPMorganChase Institute.
JPMorganChase Institute · 2026
Run your numbers.
Your operations
Savings use the low end of our hours-reclaimed range. The math is conservative on purpose.
The math
Calculated at the low end of every range.
Every first build is covered in writing: 5x ROI in 30 days. Or we work for free.
Where this lands hardest
The same build, read by sector. Each of these pages argues from the industry's systems instead of the role's day.
Construction→
Job tracking, site handoffs and invoice matching are operations work at its heaviest.
Logistics→
Operations is the whole business, so exception watching and status reporting carry the P&L.
Healthcare clinics→
Intake documents, scheduling and compliance records are onboarding and reporting problems.
Manufacturing→
Production reporting and exception handling run on the same watch and flag pattern.
We have built this 2 times
Every number on these is labelled with how it was measured and the date it was read.
AdvizrInternal
Agency operations · Internal system
Advizr runs the whole agency on one dashboard backed by 50+ automation scripts
Advizr runs on its own build: one dashboard for finances, leads, campaigns and workflow runs, backed by 50+ automation scripts on scheduled Python services.
50+ automation scripts in production
Hungerford
Interior design · In deployment
Hungerford runs five systems from one build
Five AI systems for Hungerford: AI inbox, vendor coordination, a knowledge brain, a live dashboard and a content engine.
In deploymentsystems in one build
Questions, straight answers
Where the system stops
What we will not automate
The escalation call stays yours. Agents can tell you a job has stalled, but deciding to reassign a crew, call the client or eat the delay is human work.
Agents read your systems with scoped credentials, every action is logged, and your data never trains a public model.
Three ways to start
First build
One system, fixed scope, built on your own instance and covered by the guarantee.
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.