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AI & automation

Workflow automation for Montréal and Québec businesses

Stop copying the same data between five tools. Let the systems pass it to each other.

An order exported to a spreadsheet, re-typed into the accounting system, then emailed to the warehouse: that kind of chain is where errors and lost hours come from. We replace it with automations that run on a schedule or on an event, retry when a service is down, and alert a person when something needs a decision. AI is only added where a rule cannot do the job.

How it runs
  1. 01 · Trigger

    An order is paid in your Shopify store

  2. 02 · Rule

    The customer and order lines are matched and sent to your ERP or accounting

  3. 03 · Human check

    A mismatch — a missing SKU, an unusual amount — is flagged for review

  4. 04 · Result

    Stock, invoice and confirmation are in sync, with a log of every run

An example flow. Your steps, tools and approvals are mapped with you before anything is built.

In practice

What it looks like in a business like yours

Store to ERP or accounting

Orders, customers and stock synced between Shopify and systems such as Microsoft Dynamics 365 Business Central or QuickBooks.

Every lead in one pipeline

Forms, calls and messages land in one CRM pipeline with their source, instead of in five different inboxes.

Reports that build themselves

Weekly sales, ads and SEO numbers pulled from their sources into one report or spreadsheet.

What's included

What the work covers

  • An inventory of your manual hand-offs, with how often they happen and what an error costs
  • Integrations through official APIs and webhooks, written in code or set up in a no-code tool when that is enough
  • Retries, duplicate protection and alerts when a run fails
  • Documentation of every flow: what triggers it, what it changes and who to call
How we work

From the first call to results

  1. Inventory

    We list the manual steps between your tools and pick those with the best ratio of time saved to risk.

  2. Design

    For each flow we define the trigger, the rules, the exceptions and who gets alerted.

  3. Build and test

    We build on test data first, then on a small slice of real data, checking the results by hand.

  4. Run and maintain

    Flows are monitored; when an API changes or a run fails, we fix it.

What you get

Deliverables

  • Working automated flows
  • Flow documentation and diagrams
  • Error alerts and run logs
  • A maintenance plan

What we don't promise

Automation copies mistakes as fast as it copies data. We start with clean rules and a test period, and we keep a manual fallback for the processes your business cannot afford to stop.

How it's priced

Quoted per mandate after a free call. What moves the price: the number of systems and flows, the data volume, how clean the existing data is, and the monitoring and maintenance you need.

Every mandate is confirmed in a written quote (scope, deliverables, timeline, GST/QST) before any work starts.

Built in-house

We run this work on our own products first

We run this kind of automation for our own products and clients: catalogs synced from Shopify into the Krealo Publisher, chat conversations copied into Krealo CRM, and store orders reconciled with an ERP for a retailer.

Active clients
25+
Posts published in 90 days
4,000+
Blog articles in 90 days
1,000+

Source: Krealo Publisher data for our client companies, July 14 – October 12, 2026.

FAQ

Questions, answered directly

Do I need AI or a rules-based workflow?

Most often, rules. If the decision can be written as “if this, then that”, a rules-based flow is cheaper, faster and more predictable. AI is useful when the input is free text — an email, a review, a description — that has to be understood before acting.

Do you use Zapier, Make or n8n?

When a no-code tool covers the need and your team will maintain it, we recommend it and can set it up in your account. For high volumes, sensitive data or logic that changes often, we write the integration in code and host it on Google Cloud in Montréal.

What happens when an automation fails?

It retries, and if the error persists it stops and alerts the person responsible with the details instead of failing silently. Every run is logged, so you can see what happened and when.

What do we need to prepare before starting?

A list of the tools involved with admin access, examples of the data that moves between them, and a person who can confirm the business rules.

Let's map your first project

Contact us