The 90-minute process your operations person runs every morning becomes a 90-second background job with an audit trail. Bookkeeping, dispatch, reporting, intake. Built on production orchestration, in code you own.
Workflow Automation from Compass AI Group replaces the multi-step process someone runs by hand with a workflow that connects your existing tools and runs it end to end, triggered by a form, an email, a webhook, or a schedule, with every step logged. Common examples are bookkeeping (receipts to reconciled books in QuickBooks or Xero), dispatch, intake, reporting dashboards, and client portals. Built for Canadian SMBs. Scope and price are set in Charting after a free Bearings call.
A preview of an RFP-intake workflow as it would run for a Canadian engineering firm. Same shape, different business logic, your own integrations.
A new RFP email lands. The workflow picks it up before anyone reads it.
Every workflow follows the same four phases. The logic in the middle is what we build for you.
A form submission, an inbound email, a webhook, a scheduled time. The workflow listens on whatever signal matters.
Pulls related records from your CRM, looks up the customer in QuickBooks, checks calendar availability, fetches order history. It reads the situation before acting.
If new customer, do A. If VIP, route to B. If Stripe errors, retry, then page on-call. Custom logic, custom branches, no rigid template.
Updates the CRM, fires the email, posts to Slack, creates the ticket, syncs the spreadsheet. One trigger, every downstream system updated, audit trail complete.
Every workflow is built around how your team already operates.
The specific tools depend on your existing systems and integration shape. The principles below hold on every build. No vendor lock-in. You see the exact stack before scope is signed.
Every service on this site starts the same way, so you never pay for a build before the problem is measured.
Two operators talking about your business. Where the time goes, what it costs, and whether this service is even the right fix.
Fixed scope, fixed price, fixed timeline before any work starts. If a Bearings Report should come first, we say so.
You see the work every week. True North measures the result against the baseline we recorded at the start.
Receipts photographed or forwarded, read, matched to the bank feed, categorized, GST/HST tagged, posted to QuickBooks. Monthly close in two hours instead of two days.
An installation booked in the online store creates the job, picks the installer company by territory and capacity, sends the work order, and updates inventory. Six installer companies, one program.
A dispatch board, a client portal, or a KPI dashboard built on the same data the workflow already moves. Roles, approvals, and exports included.
Three manual processes replaced; one program instead of six vendors.
At go-live
Zapier connects two apps with a fixed if-this-then-that. Workflow Automation builds custom multi-step workflows that branch on context, handle exceptions, retry on failure, and call any API with whatever logic the process actually needs. Zapier is plumbing. We build the logic that decides what flows through.
Anything with an API (Application Programming Interface) or a webhook. Common integrations: Slack, Notion, Airtable, Google Workspace, Microsoft 365, Salesforce, HubSpot, QuickBooks, Xero, Stripe, Shopify, Twilio, ClickUp, Linear, Jira, Asana, and any custom internal system. If your tool has docs, we can wire it.
Every workflow has retry logic with exponential backoff, dead-letter queues for unrecoverable failures, and an escalation rule that routes the exception to a human with full context. Nothing fails silently. You get notified before your customer does.
Yes. Every workflow ships with a dashboard showing live runs, success rate, average duration, and a step-by-step trace of any individual execution. The logic is code you own, so you can hand it to any developer to extend. No proprietary lock-in.
We build on trigger.dev for orchestration: durable execution, automatic retries, observability, scheduled jobs, and queue management. The workflow engine itself is proven infrastructure. The only custom code is the business logic that makes it yours.
Yes. Bank feeds in, categorized transactions out: receipt reading, GST/HST tracking, reconciliation, and a faster monthly close, posting to QuickBooks Online, Xero, FreshBooks, or Wave with an audit trail on every decision. It does not replace your accountant; it removes their cleanup work.
Yes. When a workflow needs a screen, we build it: a client portal, a dispatch board, a KPI dashboard, an internal admin tool with roles and approvals. It is scoped as part of the workflow, not as a separate product.
Add up the hours your operations lead spends each week moving data between tools by hand: forwarding emails, updating two systems that should sync, retyping invoices, chasing hand-offs. The workflow does that in the background while they do the work you hired them for.
30+ years operatingLean Six Sigma Black BeltCertified Project ManagerToronto, CA
A free 30-minute Bearings call. Two operators talking about your business. No deck. No pitch. An honest read on what to fix first, and whether AI belongs in it.