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Business automation in Kamloops and Whistler, BC

Turn the way your business works into software.

I build quoting systems, internal tools and useful automations around the way your business works. I also run hands-on ChatGPT training sessions for teams. Show me the task, spreadsheet or handoff that is causing trouble and we can find a useful next step.

If an existing tool already covers it, I’ll say so. If it is worth building, you’ll get a clear scope, price and next step first.

OperationsLive
Hours saved this month
114.6hrs up
Tasks handled
831
Avg response
31sec
Recent activityauto · 831 done
  • Drafting reply
    Sizing request · in your voice
  • Enquiry triaged9m
    New web lead · routed to owner
  • Site visit coordinated18m
    Thursday 2:30pm · owner confirmed
  • Invoice prepared27m
    Job #4821 · ready for review
  • Follow-up drafted41m
    Viewed, no reply in 3 days
  • Voicemail logged58m
    Inbound call transcribed → CRM
  • Payment reconciled76m
    $4,200 received · books updated
  • Weekly report prepared95m
    Pipeline summary · ready to review
Wired into
  • Gmail
  • Google Sheets
  • Google Drive
  • Google Calendar
  • QuickBooks
  • Xero
  • Stripe
  • Square
  • HubSpot
  • Calendly
  • Notion
  • Zapier
  • + the rest of your stack

Illustrative of the work we put on autopilot.

As featured onCBC Daybreak
A working pattern

From a sizing request to a reviewed document.

A useful system joins the request, the rules, the calculation, the document and the person who signs off. The demo below shows that flow without using client data.

Demonstration · technical workflow

From sizing rules to reviewed customer documents

This is the kind of workflow I build around: structured sizing requests, testable calculation logic, linked quotes and approval records, branded documents, and human review before anything reaches a customer.

Tested
calculation logic
3
linked record types
Human
review before release
Illustrative workflow map

One workflow, from request to reviewed output

Human approved
  1. Structured request

    Project and site inputs arrive through the portal.

  2. Calculation engine

    Approved sizing and pricing rules run in testable software.

  3. Linked documents

    Sizing, quote and approval records stay connected.

Internal dashboard

Staff can review, revise and move between related records.

Controlled delivery

Customer emails stay behind review and trusted-recipient rules.

Public-safe sample workflow

Run a quote from structured intake through tested rules, human review and release without entering any personal information.

Run the live demo
Ways to work together

Training, a focused fix, or a tool built for your work.

Start with what your team is trying to do. We can work on one stuck process without turning it into a large software project.

Learn it together

ChatGPT training for your team

Hands-on team session

Bring the work your team actually does. We will use ChatGPT on real examples, check its output, and decide where it helps and where it doesn't.

  • Practice with your own tasks and documents
  • Prompts and checks your team can reuse
  • Clear rules for privacy and human review
Build what is missing

A tool built around your process

Small tools to full systems

Stop copying the same information between a spreadsheet, inbox and CRM. I can build the calculator, internal app or client portal your workflow needs.

  • Start with the smallest useful scope
  • See working versions as we build
  • Get a clear handoff and support plan
Map one workflow

Find the right fix first

Focused discovery

If a process keeps getting stuck, I can trace what happens today and show you what to change. Sometimes the answer is a better use of software you already have.

  • A map of the steps, rules and handoffs
  • A practical recommendation you can use
  • A written build scope if custom work makes sense

Small scopes are welcome. I’ll confirm the price and what is included in writing before any paid work starts.

How it works

I start with the rules, not the tool.

Accurate calculations stay deterministic and testable. AI can read requests, draft explanations and prepare documents. People still approve the work that matters.

  1. Show the real process

    I walk through the spreadsheet, formula, documents and decisions exactly as they happen today.

  2. Define the rules

    You and I agree on inputs, outputs, edge cases, review points and acceptance tests before the build expands.

  3. Build, test and hand off

    You see milestone demos, approve the working system, and receive the training and documentation to operate it.

Keep the tools that work. I connect the gaps between them.

  • Gmail
  • Sheets
  • QuickBooks
  • Calendar
  • HubSpot
What we automate

What should become software?

Look for valuable rules trapped in a spreadsheet, inbox or one employee’s head. That is often where a calculator, portal or internal tool earns its keep.

Turn your rules into a tool
The manual way

Every request requires someone to collect the details, apply pricing or sizing rules, and prepare the same documents.

As working software

A structured quoting tool applies the approved rules and prepares a review-ready quote and PDF.

Wires into
Build my quoting workflow
Who’s behind it

You’d be working with me. Directly.

I’m Isaac Audet. I run Trim from Kamloops and spend a lot of time in Whistler. If we work together, I’ll be the person figuring out the problem, writing the scope and building the system.

I use AI heavily, but I do not treat it as the answer to every part of a system. Calculations and business rules need to be testable. Anything important needs a clear review step.

Most projects start with me looking at what is actually getting stuck. Sometimes an existing tool is enough. When a custom build makes sense, we write down what it needs to do and how we will know it works before development starts.

Isaac Audet
Founder · Trim Automation · Kamloops/Whistler, BC
Isaac Audet, founder of Trim Automation
Start with the real workflow

Show me how the work happens.

Tell me about the task you want your team to learn, the process that keeps getting stuck, or the tool you wish you had. I can help with a ChatGPT training session, a focused fix or a build.

You can also email me directly.

  • A clear read on what kind of help fits
  • A practical next step and a written price if we work together
  • An honest answer when an existing tool is enough

Prefer email? Write to isaac@trimautomation.com.