Automate a workflow with AI
Map one manual process, connect the tools it passes through, and build a working automation with an AI step during the session.
Course outline
- 1Mapping the process
- 2Choosing the tool
- 3The AI step
- 4Building it
- 5Keeping it running
1:1, 2 hoursWorkshop, 4 or 8 hours
Who it is for.
Teams that retype the same details between email, web forms, spreadsheets and their CRM or job system. Bring the process that wastes the most time; you leave with it automated, or with the first part working if it needs more than one session.
Tools covered: Zapier, Make, n8n, Microsoft Power Automate, ChatGPT or Claude
What we cover.
- 1
Mapping the process
Writing down each step and how long it takes, including where mistakes happen, before anything is built.
- 2
Choosing the tool
Zapier, Make, n8n and Power Automate compared on what they cost at your volume and what they connect to.
- 3
The AI step
Sorting an incoming email, pulling details out of a document or drafting a reply, with a person approving the result before it is sent anywhere.
- 4
Building it
One working automation on your own accounts, tested with real examples from your business.
- 5
Keeping it running
Where a failed step shows up, and which person on the team owns the fix.
What you can do afterwards.
- Write down a process in enough detail to automate it.
- Build an automation that moves information between your tools.
- Add an AI step that sorts, extracts or drafts inside the automation.
- Fix the automation yourself when something upstream changes.
Ways to book it.
1:1 coaching
2 hours, online
$399 CAD
One person
You bring the tasks you want help with, and we work through them together in your accounts. The session is planned from a short questionnaire you fill in beforehand.
Half-day workshop
4 hours, online or on site
$999 CAD
Up to 12 people
A half day covers one course in depth for up to 12 people from one company. We agree the examples with you a week ahead, using your documents and software, and everyone does the exercises on tasks from their job.
Full-day workshop
8 hours, online or on site
$1,999 CAD
Up to 12 people
A full day covers two or three courses, or one course in the morning and an afternoon building it into your systems. We plan it with you a week ahead, the same way as a half day.
Custom AI customers
1 hour each quarter
Included
Your team
Every Custom AI customer gets a one-hour session for their team each quarter, planned around the tools they use day to day.
All prices are in Canadian dollars and exclude tax. Workshops at your office add travel at cost.
What people ask about this course.
Usually Zapier or Make, because they connect to the most small-business software and price by volume. n8n suits teams that want to host it themselves, and Power Automate suits businesses already on Microsoft 365. We choose with you on the day.
Then you leave with the first part working, and we tell you what the rest would take. If you want it built and run for you instead, that is the work Custom AI does.
A 2-hour 1:1 session is $399 CAD. A workshop for up to 12 people is $999 CAD for a half day of 4 hours, or $1,999 CAD for a full day of 8. All prices are plus tax, and a workshop at your office adds travel at cost.
1:1 sessions are online, on a video call. Team workshops run online or at your office anywhere in BC.
Book this course.
Tell us who the session is for and which tools they use, and we plan it around them.
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