AI Setup for Surrey Businesses
Tell us the work that eats your week.
We set up the models, rules, skills, and automations that take it on, using the systems you already have. For trades shops, dental and medical offices, accountants, insurers, and other Lower Mainland businesses that want AI and automation that fits how they already work, without a separate AI agency. From local models on your own hardware to frontier APIs, custom rules and skills, and full workflow automation shaped to how your business actually runs.
Good fit for
- Trades shops that want quoting, dispatch, or inbox work automated
- Clinics, dental, and accounting offices managing repetitive intake or reporting
- Any Surrey or Metro Vancouver SMB ready to automate without a separate AI agency
What's Included
- Stack and Data Check
- We review your current IT, identity, where files and apps live, and what your staff already try with AI before anything is built.
- Model and Tool Choice
- Local models where privacy or cost matters, frontier models where quality matters, and mainstream assistants when they fit. Not locked to one vendor.
- Secure Setup
- Accounts, API access, and permissions set up with a clear use policy, so each tool sees only what it needs. Client messages, financial actions, and access changes use approval steps unless you expressly authorize a defined automated process.
- Custom Rules and Skills
- Written instructions, skills, and agent configs so assistants follow your shop's process: quoting language, intake steps, file naming, and handoff rules.
- Full Automation Setup
- Connect the tools you already use, including email, CRM, scheduling, quoting, invoicing, dispatch, and support inboxes, so repetitive work runs without copy-paste. Scope is sized to your workflows, confirmed in discovery.
- Training and Handoff
- A short session for the people who will use it, plus docs your team can keep.
- Optional Ongoing Care
- Licence and model updates, new automations, and help when something breaks, through Managed IT.
Investment
AI Setup
Scope and pricing agreed after discovery
Book a 30-minute assessment to start.
Book IT assessmentAll prices in CAD, before GST. Compare every managed IT plan on the pricing page.
"We stopped wasting hours on repetitive admin. The automation Astro set up fits how our office actually runs."
- Office Manager, Professional Services Firm, Surrey BC
Related services
- Managed IT and Help Desk for ongoing IT support after setup.
- Cloud and Microsoft 365 for the email, files, and identity layer AI tools connect to.
- Cybersecurity and Backup to protect the data your automations touch.
- IT Consulting and vCIO for broader technology roadmapping and vendor management.
- Web Design when automation connects to your website or online booking.
- AI Consulting if you want a written roadmap and policy before we build anything.
- Book a 30-minute assessment to talk through your workflows with no commitment.
AI Setup for Surrey Businesses: common questions
Do you only set up Copilot or ChatGPT?
No. We work with local models, top frontier APIs, and mainstream assistants, depending on what fits the job. We confirm the best fit for each workflow during discovery, and we are not locked to one vendor.
Can you automate our quoting, dispatch, or inbox?
Often yes. We confirm what can be connected, what permissions are needed, and agree the scope before building. Feasibility and integration limits are checked in discovery so there are no surprises.
Is this custom AI software development?
We automate and configure around your existing systems first. Larger custom builds are scoped case by case.
Can clinics connect sensitive client data?
Only after assessment. We check data access, retention, and provider terms before connecting any sensitive records. No blanket privacy-law compliance is promised; each workflow is reviewed on its own terms.
Do you work on site in Surrey?
Yes. We work on site in Surrey and across the Lower Mainland for setup and training sessions.
Book a 30-minute IT assessment
We look at your current setup with you, or you tell us about a website you want built. No obligation, no jargon.