Free Canadian small business workbook
Choose one workflow.
Make the first change count.
AI Workflow Opportunity Canvas
Start with a recurring task that costs time, causes rework, or leaves the next step unclear. This free workbook helps you decide where AI could help and what people must still own.
7 pages · PDF workbook · No email required
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Scroll through the full workbook below. Download the PDF for selectable text, printing and your own working copy.
A practical starting point
What you get
For owners, consultants and small teams considering client intake, quoting, scheduling, document review, follow-up or reporting.
- A five-step method to separate the business problem from the technology.
- A working worksheet covering the trigger, handoffs, information, human review and pilot measure.
- Three illustrative examples and practical considerations for a Canadian business.
Use it with your own work
From download
to first decision.
This is a planning workbook. It does not install software or automate a process for you.
Bring a real example
Choose a recent request or task. Include the notes, systems and handoffs it passed through, using a non-sensitive example.
Map the work with its owner
Complete the worksheet with the person doing the work and the person accountable for its outcome.
Define a small test
Name one measure, a manual fallback and a condition that would stop the pilot.
Illustrative example from the workbook
A decision in context.
The workbook illustrates a consultant turning scattered intake notes into a draft brief. The consultant checks scope, corrects the summary and approves any client-facing communication. The pilot measures time to an approved brief, clarification loops and material errors.
These examples illustrate a method. They are not client results or a promise of performance.
Use it freely. Ask for help when useful.
Want help choosing the first workflow?
The workbook is available without booking a call. If you want support, email Chris with the process you’re considering and the outcome you want to improve.
Discuss your workflowContinue with a related workbook
General operational guidance only. These resources are not legal, privacy, cybersecurity or regulatory advice.