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Canvaz X

Service

Business automation

Stop doing the same task twice.

The problem

Leads wait days for an answer. Invoices go out late or not at all. Someone has to remember to chase, remind and reconcile. When they are busy, it does not happen.

What you get

What is in the box when we are done.

  • A map of the repeat tasks worth automating, ranked by time saved
  • Automatic replies and follow-ups
  • Scheduled jobs: billing runs, reminders, nightly clean-up
  • Queues that retry when a partner system is down
  • A review screen where staff can see and override every automated action
  • Alerts when something needs a human

How it works

The steps, in order.

  1. Step 1: Find the leaks

    We list the tasks that repeat or get forgotten.

  2. Step 2: Pick one

    We automate the biggest one first.

  3. Step 3: Run it side by side

    Staff check the results before we switch off the manual step.

  4. Step 4: Expand

    Next task, same method.

  5. Step 5: Watch

    Monitoring and alerts keep it honest.

Related work

Projects that involved Business automation.

  • CanvasX Lead Intake on a laptop and a phone: the all-leads queue with a filter bar and a table of demo leads showing channel, type, priority and status.

    Medical centersHealthcare

    CanvasX Lead Intake

    Every patient enquiry read in one shared queue, with automatic replies and meeting scheduling. Used by medical centers in the United States.

    • Custom software
    • Business automation
    • AI integration
    • Dashboards and data
  • General ledger screen with one posted purchase expanded to show four balanced lines: wine inventory and delivery debited, trade creditors and accrued delivery charges credited, with a Reverse button on the entry.

    Bacchus ERP (our own product)Fine wine trade (UK)

    Bacchus ERP

    An ERP for the fine wine trade that follows each bottle from purchase to sale and posts every step to a double-entry ledger.

    • ERP systems
    • Custom software
    • Websites
    • Business automation
    • E-commerce and payments

See all Business automation work

Tech stack

What we build it with.

  • Node.js workers and scheduled jobs
  • PostgreSQL with locks so a job runs once
  • Resend for email
  • Twilio for SMS
  • Expo push
  • AI models for reading and drafting

Questions we hear

Will automation make mistakes?

Sometimes, so we design for it: staff can review and override each action, and the system logs everything.

Do we lose the personal touch?

No. Replies use your tone and your details. Staff step in when a case needs them.

What if a connected system is down?

Jobs queue and retry. You get an alert if they keep failing.

What should we automate first?

The task that is repeated most and forgotten most. We help you find it.

Do we need AI for this?

Not always. Many automations are simple rules. We add AI only where it reads or writes text better than a rule could.

Talk to us about Business automation.

Tell us what you need. We will say plainly whether we can help and what we would do first.

Start a project