Systems & Automations
STOP DOING MANUALLY WHAT CAN RUN ITSELF.
We connect the copying, forwarding, and follow-up steps your tools should already handle together.
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WHAT WE AUTOMATE
THE WORKFLOWS WE BUILD.
LEAD INTAKE & ROUTING
Capture, qualify, and route new leads automatically from your website, ads, or social media.
CLIENT ONBOARDING
Contracts, welcome sequences, folder creation, and task assignment - all triggered on signup.
FOLLOW-UP SEQUENCES
Email and SMS sequences that nurture leads and keep past clients warm without manual effort.
CRM SETUP & MANAGEMENT
CRM selection, configuration, and automation so no lead ever falls through the cracks.
INTERNAL OPERATIONS
Task assignments, deadline reminders, team notifications, and reporting - all automated.
APPOINTMENT & SCHEDULING
Booking confirmation, reminders, cancellation handling, and calendar sync without manual effort.
THE TOOLS WE USE
WE WORK WITH WHAT YOU HAVE.
Zapier
Connect any two tools without writing a single line of code. Fast to build, easy to maintain.
Make (Integromat)
Complex multi-step workflows with branching logic for advanced automation needs.
GoHighLevel
All-in-one CRM, automations, pipeline management, and client communication platform.
HubSpot
Enterprise-grade CRM and marketing automation for growing teams.
Notion & Airtable
Internal systems, SOPs, data management, and team workflow organization.
Your Existing Stack
Already using something else? We work with what you have and fill the gaps.
AI IMPLEMENTATION
WE BUILD WITH AI TOO.
AI CHATBOTS & CUSTOMER SUPPORT
Trained on your business and your FAQs, answering the questions that used to sit in your inbox overnight.
AI CONTENT & DRAFTING ASSISTANTS
First-draft emails, proposals, and follow-ups generated in your voice, ready for a quick edit and send.
AI LEAD SCORING & QUALIFICATION
Every inquiry automatically read, scored, and routed, so you spend time on the leads worth chasing.
CUSTOM AI AGENTS & WORKFLOWS
Practical AI automation for small businesses, with purpose-built agents and workflows wired into your existing stack instead of a generic chatbot bolted on top.
Common Questions
FREQUENTLY ASKED
QUESTIONS.
What if we don't currently use any of these tools?
That's fine. We'll recommend and set up the right stack for your business size and budget, whether that's Zapier, GoHighLevel, or something simpler.
How long does automation setup take?
Most client onboarding or CRM automations are live within 1–3 weeks, depending on complexity.
Will this replace my team?
No, it removes the repetitive admin work so your team can focus on clients instead of data entry.
Do you provide training after setup?
Yes, every automation build includes a walkthrough and documentation so your team can run it confidently.
Do you provide AI and business automation services in the USA?
Yes. ISMILE CDS is a Toronto-based AI automation agency and business automation company serving USA clients remotely. We scope, build, test, document, and hand over workflows without requiring an in-person engagement.
Ready to get your time back?
STOP RUNNING YOUR BUSINESS FROM YOUR INBOX.
Tell us which admin tasks you repeat every week and where new leads are tracked. We will start with the handoffs that take the most effort.
BOOK A FREE STRATEGY CALLChoose a time on the booking page.
If the brand and website need work alongside the back end, see the Brand to Booking Build.