Core deliverables
- Workflow design
- Tool connection plan
- Automation build
- Testing and review checks
- Team handoff notes
Service
Custom AI Workflow Automation
Connect forms, inboxes, spreadsheets, calendars, CRM systems, and AI into smoother handoffs.
Starting from $1,500 CADTypical pilot: 2–4 weeks depending on integrationsHuman review included
Best fit
Who this is for.
Businesses with multiple tools that do not talk to each other well enough.
Starting rangeStarting from $1,500 CAD
Typical timelineTypical pilot: 2–4 weeks depending on integrations
First stepStart with the free audit so the workflow is clear before build work.
Problems this can fix
- Copying and pasting between tools
- Manual spreadsheet updates
- Disconnected forms and inboxes
- Unclear task ownership
What is included
A practical build, not a mystery tool.
Taskmelo keeps the scope clear so your team understands what the workflow does, what information it uses, and where human review belongs.
Safe rollout
The workflow is designed with clear boundaries, no unnecessary sensitive data, and a review step before important customer-facing or operational actions.
Example flow
How this workflow usually moves.
Each project is adapted to your tools and team, but the logic stays simple: capture, organize, review, and act.
Custom AI Workflow Automation
Human reviewSimple pilot workflow
Trigger startsA form, email, status change, or spreadsheet row starts the workflow.
Information is cleanedFields are organized, summarized, or checked for missing details.
Tools are updatedThe right spreadsheet, CRM, task list, or calendar receives a clean update.
Team is notifiedPeople see the next step without chasing information manually.
Start safely
Review this workflow before building.
Book a Free AI Workflow Audit and we will identify whether this service is the right starting point for your business.