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Business automation in Kamloops and Whistler, BC

Turn the way your business works into software.

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

Service area
800 m²
Access
Restricted
Travel
Zone B
Timing
Within two weeks

Sample inputs from the working demo.

What the software does

  1. 01

    Capture the request

    Customer details arrive in one consistent format.

  2. 02

    Apply your rules

    Area, access, travel and add-ons calculate the same way every time.

  3. 03

    Review the result

    Staff can see every adjustment, revise it and decide what leaves.

Nothing is sent until a person approves it.
Built around your stack
  • Gmail
  • Google Sheets
  • QuickBooks
  • Google Calendar
See the rules, review controls and quote output in the working demo.
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

Learn it, map it, or build it properly.

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.

Workflow Blueprint

From $1,500About one week

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

Custom Operational Software

$8,000-$30,000+Usually 4-12 weeks

A calculator, quoting engine, portal, internal app or customer-facing system built around how your business actually works.

  • Working software, not a slide deck
  • Milestone demos and human approval points
  • Documentation, training and handoff

Practical AI Workshop

Pilot from $1,5002-3 hours

Your team learns the tools by improving one real workflow from your business, with privacy, review and safe-use rules built in.

  • Hands-on, business-specific session
  • One workflow prototype
  • 30-day adoption plan

Prices are working ranges in Canadian dollars. A written scope and milestone schedule come before any build 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.

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.

  • A clear read on whether custom software is justified
  • A practical next step and a working price range
  • An honest answer when an existing tool is enough

No newsletter, no spam. Your note comes straight to my inbox.