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Roles and workloads
Help rethinking roles and workloads as routine tasks move to AI.
Calgary, Alberta
Start with your people. Then set up the assistants.
AI Transition Group helps small and mid-size businesses move routine work, such as email, scheduling, customer inquiries and paperwork, over to AI assistants, and helps the team adjust along the way.
We look at both sides of the change. The people come first. The technology follows.
Example only. Not a real inbox.
Waiting for your OK
- Email replyDraft, not sent
- Week planConflicts flagged
- Meeting summaryReady for review
The routine work is crowding out the real work.
Email, scheduling and paperwork fill the day. AI can take some of that on. It can also leave a team unsure what their jobs look like, if nobody plans the change with them.
We will tell you where an assistant can help, and where it probably will not. AI makes mistakes. That is why nothing is sent unless you approve it.
Where we start
The change has to work for the people who stay.
A setup that ignores the team is just a pile of new tools. The people side is what separates this work from a plain technology install.
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How you introduce it
Planning how you introduce the change to your staff and your customers.
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Training and reskilling
Hands-on sessions so your team knows how to use, check and work alongside the assistants.
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Practical guidelines
Internal guidelines for how your team uses AI and handles customer information. These are working practices, not a formal opinion on your obligations.
The engagement you can book
AI Assistant Setup
A fixed-fee setup of a small team of AI assistants, plus an optional monthly retainer if you want ongoing help. We do not publish rates. After a free conversation, you get a quote before you commit.
What's included
- A free conversation to find where you are losing the most time
- Setup, and connections to accounts you own
- A walkthrough so you can use and adjust the assistants
- Follow-up after setup, and a monthly retainer only if you want it
Each assistant has one job
- EmailSorts the inbox, summarizes what matters, and drafts replies for you to review.
- CalendarPlans the week and flags conflicts.
- Bookkeeping helpSorts bank and credit card statements into spreadsheets. Not accounting or tax advice.
- Meeting notesTurns recordings into summaries and action items.
- MarketingDrafts social posts, ads and promo copy.
- ResearchLooks things up and reports back with sources.
- Marketplace watchingKeeps an eye on Kijiji or Facebook listings for things you need.
They work together, and you stay in control. The assistants draft. You approve. No email, message, post or purchase goes out unless you say so.
How it runs
Five steps, then you decide on ongoing help.
The AI platform has its own subscription. You pay that. We explain the cost before you commit. Gmail and Google Calendar to start. Ask about other tools.
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1
Free conversation
We look at how the business runs today, where time is going, and where AI is a poor fit.
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2
Fixed-fee quote
The scope is written down. You see the quote, and the platform's own subscription cost, before you commit.
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Setup
Assistants are connected to accounts you own. Nothing is built that can send on its own.
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Walkthrough
You learn how to use the assistants and how to adjust them.
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Follow-up
Support after setup. A monthly retainer is optional, for tuning, new workflows and check-ins.
Who it is for
Small and mid-size businesses in professional services, healthcare, trades, retail, and office-based teams. Alberta and Canada first. Based in Calgary. In person in the Calgary area, or remote.
How we work
You stay in control
The assistants are set up so nothing goes out to a customer, or anyone else, without your approval.
Straight talk
AI is not right for every task, and it makes mistakes. We will tell you where it fits and where it does not.
People with the technology
Roles, training and how you introduce the change are part of the work, not an extra you bolt on later.
We can help you explore government funding programs for AI adoption.
Tell us what is eating the week.
A free conversation to see whether an assistant setup, and support for your team, fits your business. No rates on this site. You get a quote before you commit.
Book a free conversation