Workflow Blueprint
I look at one real process, work out where it is breaking down, and turn the result into a build plan and quote.
- Workflow and requirements map
- Recommended software approach
- Fixed scope, timeline and build quote
Trim builds AI workflows, CRM automation, quoting systems, integrations and internal tools around the way your business already works. Show me the spreadsheet, formula or handoff that is causing trouble and I’ll scope the right fix.
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.
Request to reviewed quote
Example workflow
Sample request
Property service quote
Sample inputs from the working demo.
What the software does
Capture the request
Customer details arrive in one consistent format.
Apply your rules
Area, access, travel and add-ons calculate the same way every time.
Review the result
Staff can see every adjustment, revise it and decide what leaves.
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.
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.
One workflow, from request to reviewed output
Project and site inputs arrive through the portal.
Approved sizing and pricing rules run in testable software.
Sizing, quote and approval records stay connected.
Staff can review, revise and move between related records.
Customer emails stay behind review and trusted-recipient rules.
Run a quote from structured intake through tested rules, human review and release without entering any personal information.
A few of the sites and tools I’ve built. Drag to explore, or tap any one to open it live.
You do not need to commit to a large software project to find out whether the idea is useful. Start with the decision in front of you.
I look at one real process, work out where it is breaking down, and turn the result into a build plan and quote.
A calculator, quoting engine, portal, internal app or customer-facing system built around how your business actually works.
Your team learns the tools by improving one real workflow from your business, with privacy, review and safe-use rules built in.
Prices are working ranges in Canadian dollars. A written scope and milestone schedule come before any build starts.
Accurate calculations stay deterministic and testable. AI can read requests, draft explanations and prepare documents. People still approve the work that matters.
I walk through the spreadsheet, formula, documents and decisions exactly as they happen today.
You and I agree on inputs, outputs, edge cases, review points and acceptance tests before the build expands.
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.
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.
Every request requires someone to collect the details, apply pricing or sizing rules, and prepare the same documents.
A structured quoting tool applies the approved rules and prepares a review-ready quote and PDF.
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.

Send the spreadsheet, formula, repeated decision or handoff that feels harder than it should. I’ll tell you whether it needs a small fix, a blueprint or a custom build.
Messages go directly to me.