Workflow automation
Replace repetitive handoffs, reminders, data entry and status chasing with a defined flow that handles normal work and surfaces exceptions.
Work directly with a Melbourne-based founder to turn a recurring operational problem into a working system. Canvo maps the process, checks whether existing software can solve it, and implements the connections and controls your team needs.
Most businesses approaching an AI automation consultant do not need a chatbot bolted onto every process. They need someone to observe how work really moves, identify where time and information are lost, and decide whether a rule, integration or AI model is the right tool.
Replace repetitive handoffs, reminders, data entry and status chasing with a defined flow that handles normal work and surfaces exceptions.
Connect accounting, CRM, POS, booking, email, spreadsheets and internal systems so information moves without a staff member becoming the integration layer.
Use AI to interpret variable inputs, then validate the result against business rules. Authorised actions can run automatically; uncertain cases and work outside the agreed permissions go to a person.
Turn scattered activity into scheduled owner briefs, exception queues and decision-ready reporting instead of another dashboard nobody checks.
Capture enquiries, answer eligible requests and complete authorised follow-ups. Check that each action succeeded and route unusual requests or commitments outside the agreed rules to a person.
Connect campaign signals, customer segments and follow-up rules. Agree which messages or changes may run automatically, which need approval and how results will be checked.
The engagement is deliberately staged. Each step creates enough evidence to decide whether to continue, change direction or stop.
A free 20-minute conversation tests frequency, business impact, current tools and whether a simpler solution already exists.
Map people, systems, exceptions, permissions, delays and the baseline against which any improvement will be measured.
Implement the smallest production system capable of proving value, including tests, approvals, logs, alerts and recovery paths.
Compare the result with the baseline, train the team and deliver documentation. Expansion happens only when the evidence supports it.
Canvo is designed for businesses where recurring work crosses systems, exceptions consume attention and the cost of coordination is worth fixing. Fit depends on the work and its value, rather than a minimum headcount. Common fits include multi-site hospitality and retail, wholesale and trade, property and field services, professional services, venues, ecommerce operations and other businesses where work crosses several systems.
The strongest first project is normally frequent, measurable and annoying: staff repeat it every day or week; mistakes create real cost; and the current process can be observed without exposing unnecessary sensitive data.
A practical business-process automation project starts with the software already in use. That may include Xero or MYOB, Shopify, a POS, booking software, Google Workspace, Microsoft 365, a CRM, email, forms, CSV exports or spreadsheets. Replacement is considered only when the existing system cannot safely support the required outcome.
AI is useful when a workflow contains messy language or documents: interpreting an enquiry, extracting information from an attachment, grouping similar issues, summarising activity or drafting a response. Ordinary automation is usually better when the decision is a stable rule. A threshold, required field or exact accounting code does not need a language model.
The business agrees the action permissions before launch: eligible inputs, validation rules, transaction limits and which exceptions require approval. Customer messages, record updates or other actions can run automatically within those tested boundaries, with completion checks and logs. Missing evidence, conflicting rules or a request outside the agreed authority must stop or go to the responsible person.
A demo proves that the happy path can work once. A production workflow needs permission boundaries, duplicate protection, audit logs, failure handling, alerts, documentation and a person who knows what happens when an upstream system changes. It also needs an agreed success measure—otherwise nobody can tell whether the automation created value or simply moved work somewhere less visible.
Canvo’s approach is founder-led from diagnosis through implementation and handover. That keeps communication short and means the person who understands the operating problem is also responsible for the technical decisions.
It studies how work moves through the business, identifies a valuable automation boundary, connects the relevant systems and deploys a workflow that can be measured and maintained. The work may include conventional integrations, rules and AI—not AI for its own sake.
Canvo begins with a free triage and an A$950 ex GST diagnostic that is credited to implementation. A tightly scoped first production workflow starts at A$4,900 ex GST. Broader cross-system deployments usually range from A$9,500–18,000 ex GST, depending on integrations, data condition, risk controls and testing.
Usually not. Connecting the tools you already use is evaluated first. A replacement is recommended only where the existing product cannot support the required result or creates unacceptable reliability, security or ownership problems.
Yes, inside agreed and tested permissions. Eligible messages, record updates and other authorised actions can complete automatically, with result checks and logs. Uncertain cases, failed checks and decisions outside those permissions go to the responsible person.
No. Canvo is based in Melbourne and can work directly with local teams, while remote diagnosis and deployment are available across Australia.
Implementation includes 12 months of support from acceptance for agreed workflow defects and minor compatibility changes within existing integrations. No Canvo subscription is required, and covered repairs do not require a paid care plan. Optional proactive care and improvements start from A$490/month ex GST with an agreed scope. New workflows and major migrations are scoped separately; software, API, model and hosting costs are itemised separately. The proposal records coverage and responsibilities. See support and ownership details.
See what a scoped implementation includes, from discovery through acceptance and handover.
Explore agents that use business context and carry out authorised actions with result checks.
Connect the records and rules behind your existing shop, accounting and operations tools.
Related service pages: Workflow automation consultant Australia · AI automation for small business · AI automation for hospitality
Describe who performs it, which tools are involved, how often it happens and where it breaks. You will receive an honest view on whether automation is justified.