Endless email coordination
A dozen back-and-forths to coordinate a detail that should take 30 seconds. Time and energy wasted on exchanges that could be automated.
Automation and AI from advisory to deployment
We help SMBs and professionals identify what's actually worth doing in AI and automation for their context, then help them deploy it.
The problem
Spending hours on repetitive tasks?
And hearing about AI at every conference without knowing what actually applies to your business. These are situations we know. And know how to solve.
Copy-paste between systems
Your data is scattered across multiple tools. You spend your time copying from one system to another, with the risk of errors.
Manual data entry
Receipts to enter into accounting, invoices to process manually, forms to fill out. Hours lost every week.
Our approach
Understand first. Deploy second.
We never start by building. We start by analyzing what's actually worth doing in your context.
1
Identify what's worth it
We analyze your processes, tools, and priorities. We give you an honest assessment of what automates well, what can benefit from AI, and what's not worth the effort.
2
Design and deploy
Workflow automations, AI agents, document processing, system sync: we build and deploy what actually makes sense for your business.
3
Get your time back
Your processes run automatically. Your team focuses on what actually matters, while repetitive tasks take care of themselves.
Our services
Three ways to work together
Advisory is part of every package. We always start by understanding your context before building anything.
Advisory & Implementation
We analyze your context and identify the best opportunities, then build your automations and AI agents from A to Z. Ideal for getting an operational system without managing the technical side.
Includes:
- Strategic analysis and advisory
- Design and development
- Deployment
- Full documentation
- Usage training
Optional support available
Advisory & Implementation + Ongoing Support
Everything included in Advisory & Implementation, plus ongoing technical support to evolve your solutions as your needs change.
Includes:
- Everything in the previous package
- Flexible technical support
- Adjustments and optimizations
- Evolution over time
Rapid response based on priority
Advisory & Team Training
We identify what's worth integrating together, then train your team to build and manage it themselves. For organizations that want to develop in-house expertise.
Includes:
- Opportunity analysis and current level assessment
- Training on automation and AI
- Hands-on support for your projects
- Full autonomy
Investment in your skills
Not sure which package is right for you?
Free consultation to discussFor the Automation + Support package
Support and maintenance
For those who choose the support package, we offer flexible technical support tailored to your needs. Interventions are prioritized by urgency, with a reactive approach for critical issues and collaborative planning for adjustments.
Responsive support
Quick response to technical issues based on urgency
Self-running systems
Your automations run independently, minimizing interventions
Direct communication
You work directly with our team, no middlemen
Use cases
Example automations
Concrete workflows we can deploy
Data sync
Google Sheets ↔ CRM automation
- Real-time two-way sync
- Automatic contact and data updates
- No more manual entry errors
- Duplicate detection and handling
No manual entry · Data always up to date
Photo → Excel / Google Sheet
Automated receipt handling (OCR)
- Snap a photo of a receipt (mobile or email)
- AI extracts all information automatically
- Receipt saved and organized
- Data added to Excel or Google Sheets
No receipt entry needed · AI integrated
Automatic notifications
Smart Slack/Teams alerts
- Ongoing monitoring of your systems
- Instant notifications on important events
- Daily or weekly automated reports
- Custom alerts based on your criteria
Better responsiveness · Team always in the loop
AI agent
AI assistant on your internal documents
- A question asked to your AI assistant
- It searches your documents, procedures, product sheets
- A precise answer in seconds
- Based on your data. No invented answers.
Fewer interruptions · Faster decisions
And much more.
Contact us to discuss your projectFAQ
Frequently asked questions
How does your technical support work?
We respond quickly based on the urgency of your situation. Critical issues are prioritized. Our automations are designed to run autonomously and reliably, minimizing the need for intervention. For needs requiring guaranteed 24/7/365 availability, we can refer you to solutions suited to those specific requirements.
Can I make adjustments after go-live?
Yes. Technical support (support package) covers fixes, optimizations, and small adjustments related to the smooth operation of your existing automations. Adding new automations or major changes requiring development is a separate project. We plan these evolutions together according to your priorities.
What is your approach to working with clients?
Every project starts with an analysis of your context: what you do, your tools, your priorities. We identify what's worth doing before building anything. You work directly with the team on your project, not with an intermediary.
How much does an automation cost?
Every project is unique and cost depends on the complexity and scope of the automation. Generally, a simple integration project starts around 1500–2500 CAD, while more complex projects can range from 3000 to 6000 CAD. We offer a free consultation to assess your needs and provide an accurate estimate.
Do you offer training?
Yes. We offer a full training package for teams who want to become self-sufficient in building and managing their own automations. It covers automation, AI integration in your processes, and hands-on support on your own projects.
Do you only build automations, or do you also advise on what to implement?
Both. And often the advisory part makes the biggest difference. Some clients know exactly what they want to automate. Others just want to know where to start, or whether AI can actually help them. We always start with an analysis before building anything.
What technical expertise goes into your automations?
Our automations are built by developers with real technical depth. We handle custom API integrations, conditional logic, error management, data transformation, and multi-step workflows. This means solutions that are robust, flexible, and built to handle edge cases, not just the straightforward ones.
Can you implement AI agents?
Yes. AI agents automate tasks that require understanding: answering questions from your documents, reading and processing emails, interacting with your systems. We assess with you whether it's relevant for your context and handle the implementation.
Who we are
About Delineo
A Montreal-based company that helps SMBs and professionals make real use of AI and automation, without getting lost in the hype.
Why Delineo exists
SMBs and professionals lose hours on tasks that could be automated. AI also opens new possibilities, but the landscape is dense. Delineo exists to help you see clearly and take action.
Our approach
We always start by understanding your reality before proposing anything. No generic solution. We identify what actually applies to your context, then deploy it.
How we work
No middlemen. You work directly with the team that analyzes your context, designs, and builds your solutions. Clear communication, realistic timelines, no surprises.
Contact us
Tell us briefly about your project and we’ll get back to you to schedule your free consultation.
We typically respond within 24–48 business hours.
Process
How it works
Two paths depending on your package: we can design your automations for you, or train your team to do it themselves.
Design and deployment
Advisory & Implementation and Advisory & Implementation + Ongoing Support packages
We analyze your context, identify what's worth doing, then build and deploy.
Free consultation
Development
Live
Training your team
Advisory & Team Training package
We identify what's worth doing together, then train your team to build and manage it themselves.
Free consultation
Training and support
Autonomy