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Business process automation

If a person does it the same way every time, it can run itself. Most offices are carrying twenty of these jobs without noticing, because each one only takes twenty minutes.

We build small, self contained tools that do exactly that. They read the files you already have, run on the machine you already use, and need no server, no database, no new licence and no IT ticket.

01 / The problem

Twenty minutes, four hundred times a year.

The jobs that eat a company are rarely the big ones. They are the twenty minute ones. Assembling the same document from a template and a data source. Retyping a form into a spreadsheet. Renaming a folder of scanned files. Working out which of four hundred emails needs an answer today.

Each one is too small to complain about and too frequent to ignore. Added up across a team they're a full time salary, spent on work with no judgement in it whatsoever.

The test is simple. If a competent person would do it the same way every time, given the same inputs, it doesn't need a person.

02 / What we do

Everything this covers.

Documents and correspondence

  • Fill a form, produce a finished document, export to Word and PDF in a single click
  • Templates that refresh themselves from a controlled source, so a head office wording change reaches everybody without a reissue
  • Address and contact pickers driven from an existing register, including legacy databases
  • Dated language blocks, so wording with an expiry doesn't quietly persist in live documents after it lapses

Bulk correspondence

  • A list of exceptions turned into personalised, ready to review messages
  • Drafts generated directly in Outlook, addressed and attached
  • Grouped so one recipient holding several files gets one message instead of five
  • Always drafts. Nothing sends itself
  • Recipient edits survive later regeneration

Mailbox and workload triage

  • Reads a mailbox and reports what is waiting on you
  • Threads with no reply, commitments with dates that have passed, items flagged and forgotten
  • Filters out the newsletters and system notices that make an inbox look busier than it's
  • Runs on demand or on a schedule

Files and documents

  • Bulk renaming driven by the contents of the files, not just the filenames
  • Text extracted from scanned and flattened PDFs
  • Parsing forms whose layout changes between revisions
  • Merging, splitting and extracting tables from PDF sets
  • Spreadsheet cleanup: malformed rows, misplaced headers, inconsistent dates, values typed as text

Reporting on a schedule

  • Reports that build and deliver themselves to the people who need them
  • Exception reports that only arrive when there's an exception
  • Scheduled refreshes that flag what changed and why

AI where it earns its place

  • Reading and classifying large document sets
  • Extracting structured data out of messy and inconsistent layouts
  • Drafting from a source you control and can check
  • Pointed at the repetitive reading and sorting, never at your customers
03 / How it works

The order we do it in.

01

Find them

We watch a week of work and list every job that repeats. Most teams are surprised both by the count and by which one turns out to be biggest.

02

Cost them

Frequency times duration times the loaded hourly cost. Automate the expensive ones first, not the annoying ones. They are rarely the same list.

03

Build small

One job at a time, in your hands fast. A tool that does one thing reliably beats a platform that does nine things someone has to be trained on.

04

Leave it safe

Drafts, not sends. Comparisons, not overwrites. Backups before replacement. Automation you can trust unattended is the only kind worth having.

04 / Fit

Who this is for.

A good fit

  • Teams living in Excel, Outlook and PDF
  • Offices assembling the same documents over and over
  • Anyone retyping data that already exists somewhere else
  • Companies whose staff spend the first hour triaging email
  • Businesses with scanned paperwork no one can search
  • Operations where producing the weekly report is someone's actual job
05 / Questions

What people ask about this.

Will this send emails to our clients automatically?
No. Correspondence is generated as drafts and sits in Drafts for a person to review and send. This is a rule we don't break, because the cost of one wrong automatic send to a client list is higher than everything the automation saved you. The same applies to updates: anything that would replace existing content is shown beside the current value first, and backed up before it's written.
Do we need new software licences or a server?
No. The tools read the spreadsheets, folders and mailboxes you already have and run on the machines you already use. No migration, no import, no hosting bill, and no new place for your data to live. That's deliberate: the fastest way to kill a useful tool is to make it depend on a purchase order.
What happens when our process changes?
You change it. We write plain, readable code with the rules written down, so someone on your team can adjust a threshold, a template or a recipient rule without calling us. If the change is bigger than that we're here, but you should never be locked in for a wording tweak.
06 / Related

The work next door.

These almost always come up together. An audit that finds a process problem usually finds a data problem underneath it.

Start here

Start with the audit.

Every business is different, so we scope the audit that way. We spend time inside your operation and watch the work actually happen. You get a written map of every valley, what it costs you a year, and what it would take to flatten it. That document is yours whether or not we build anything.

Emailadaignault@peaksnvalleysconsulting.com
Phone(250) 423-9511
FoundersKamila Domanska · Alex Daignault
Based inNelson, British Columbia
ServingCanada and the United States