AltaPro AI
Custom AI agents · Built in Alberta

Agents That Act.
Not Just Respond.

We build AI agents that handle multi-step workflows end-to-end — intake, research, generation, routing, and follow-up — integrated directly into the tools your team already uses.

What we build

Five Types of Agent. Infinite Combinations.

We don't sell off-the-shelf agents. Every one is designed around your specific workflow, your data sources, and the exact outcome you need — then built, tested, and integrated into your stack.

01

Intake & Triage Agents

An agent that receives new requests — from a form, email, or webhook — reads the context, classifies the request, enriches it with data from your other systems, and routes it to the right person or workflow. No manual sorting.

02

Research & Enrichment Agents

Point the agent at a name, company, or deal — it searches your CRM, browses the web, pulls public records, and returns a structured brief. What took your team 45 minutes now takes 90 seconds.

03

Document & Report Generation Agents

An agent trained on your templates that drafts proposals, reports, summaries, and client-facing documents — ready for a human to review and send. Consistent format. No starting from scratch.

04

Monitoring & Alerting Agents

An agent that watches your data sources — job boards, procurement portals, competitor sites, CRM activity, inboxes — and surfaces the signals that matter. Your team acts on intelligence, not noise.

05

Multi-Step Workflow Agents

The most powerful use case: an agent that orchestrates a full workflow across multiple tools. Receive a lead → qualify it → create a CRM record → send a proposal → update the pipeline. One trigger. Zero manual steps.

What we've built

Real Agents. Real Operations.

Commercial ContractorCommercial Contractor

A bid intelligence agent that monitors Alberta procurement portals, scores opportunities against their service lines, calculates estimated costs, and generates a complete proposal — ready to submit in under 60 seconds.

Regional Law FirmRegional Law Firm

A client intake agent that reads new inquiry emails, extracts matter details, checks conflict databases, creates the file in their practice management system, and drafts the engagement letter — automatically.

Healthcare GroupHealthcare Group

A patient triage agent that reads incoming referrals, extracts clinical context, cross-references scheduling availability, and assigns the right provider — cutting administrative triage time by over 70%.

Integrations

Agents That Work Inside the Tools You Already Use.

An agent is only useful if it can reach your stack. Ours plug into your CRM, inbox, calendar, phone system, and documents — reading and writing where the work actually happens — so a multi-step workflow runs end-to-end without anyone copying data between tabs.

QuickBooks
Stripe
HubSpot
Gmail
Google Calendar
WhatsApp
Meta
Instagram
Mailchimp
Zoom
Google Sheets
Google Drive
Notion
Airtable
Calendly
Shopify
Zapier
Claude

And more — if it has an API, we can connect it.

Common questions

Straight Answers.

What's the difference between an AI agent and a chatbot?

A chatbot answers questions. An agent takes action — it can intake a request, look up information across your systems, generate documents, send emails, and update records end-to-end without a human touching the workflow. We build agents for multi-step processes, not just Q&A.

What kinds of workflows can an AI agent handle?

Anything with repeatable steps and clear rules: lead intake and routing, quote generation, document processing, appointment coordination, follow-up sequences, data entry between systems, and report generation. If a task takes your team hours of repetitive clicking and copying, it's a candidate.

How do you prevent an AI agent from making mistakes?

Every agent we deploy has guardrails: human approval checkpoints on high-stakes actions, strict scopes on what systems it can touch, and full audit logs of every action taken. We run supervised training rounds before launch and tighten the rules based on real usage.

Do I need technical staff to run an AI agent?

No. We build, deploy, and maintain everything. Your team interacts with the agent's output — booked appointments, completed documents, updated records — not with the technology behind it.

Start here

Put an Agent on It.

30 minutes. We map the workflows your team handles manually, identify where an agent will have the highest impact, and show you exactly what we'd build.

30 minutes · No commitment · No pitch · 587-937-6948

A

Aria

AI receptionist · AltaPro AI

Hi there! I'm Aria, AltaPro AI's receptionist. To point you in the right direction - what kind of business do you run?