For operations managers and project coordinators at Canadian field-service, engineering and construction firms

Stop retyping POs and crew updates into monday.com

We build automations and AI agents that fill your monday.com boards from Outlook, PDFs, WhatsApp and receipts, and send billing from the board to your ERP. Anything they can't read goes to a person.

Starts with a free 30-minute call. Working prototype in 5 business days, on sample data. Limited to 4 free prototypes a month.

AIAgenticBuilder.ca is an independent Ontario builder of monday.com automations and AI agents for field-service, engineering and construction firms across Canada. Standard automations are $499 CAD; AI agents start at $995 CAD.

Field jobs: completed Outlook → board · hourly at :03
Rooftop radio swap Completed ••••••••by automation, 10:03
Generator install Completed ••••••••by automation, 10:03
Site survey In progress waiting for the PO email
Fills from OutlookPDFWhatsAppReceipts
Sends to ERP import CSV
Illustration of what our live PO automation leaves on a job board. PO numbers are masked; 10:03 is the hourly run at three minutes past.

One PO, done by hand Retyping

  1. Search the inbox for the customer's PO email
  2. Open the PDF and find the PO number
  3. Note the tracking number for the job
  4. Hunt for that job on the monday.com board
  5. Type eight or more digits into the PO column
  6. Start again on the next email
The office routine our live PO automation replaced for a wireless and telecom engineering firm.

The retyping

Is your office still retyping emails and chats into monday.com?

The facts your board needs already turn up somewhere else. The customer's PO arrives as a PDF in Outlook. The crew says they're on site in a WhatsApp group. The receipt is a photo on someone's phone. The change request is on the board, but someone has to key it into the ERP again to bill it.

So a person copies it all across. That's double entry: the number arrives once and gets typed a second time. On a busy week a finished job sits unbilled because its PO never got onto the board, or two digits trade places. You end up asking "did the PO come in?" and checking the board twice, because you know how it gets filled in.

  • Completed jobs that can't be invoiced until someone types the PO on
  • Site photos and notes that never leave the crew's phones
  • Approved change requests that slip past invoice day
  • A coordinator whose morning goes to manual data entry instead of coordinating

If a number already arrived in an email or a chat, nobody should have to type it again.

Real builds

monday.com integrations with Outlook, PDFs, WhatsApp and NetSuite we've already built

Four real builds. Three are for a wireless and telecom engineering firm that runs its field jobs on monday.com; the fourth is our own product. We don't name clients, and each build carries its exact status.

PO numbers from Outlook emails, onto the job every hour

Client work: a wireless and telecom engineering firm

The PO column on completed jobs, read from the PDF or, failing that, the email. Fixed rules, no AI.

  • every hour at :03
  • up to 50 emails a run
  • last 48 hours
  • PDF first
Live in productionsince April 2026
Read →

Being built so that Claude reads the vendor, amount, currency, date and category from a receipt attached to an item, scores how sure it is about each, and adds a Pending Review expense. So far only its core package and tests exist.

  • 5 fields read
  • confidence per field
  • a person reviews
In developmentOur own product
Read →

How it works

How do we get started?

Three steps, and you see it working before you pay for anything.

This weekStep 1

Book a free 30-minute call

Show us the board and one thing your office retypes into it. Bring real examples if you can: a few PO emails, an exported crew chat, a handful of receipts.

Within 5 business daysStep 2

Watch a working prototype

We build one workflow or agent on sample data or a test board and run it with you on a video call. It never touches live customers. You owe nothing.

About 2 weeks laterStep 3

Go live at a fixed price

You get the price in writing before work starts. A first agent is typically live in about 2 weeks, handed over with documentation and 2 weeks of support.

  • Fixed price in writing before any work starts
  • You own the workflows, prompts and documentation we build
  • Tested on your data before go-live
  • Support is month to month; cancel anytime
Scott Holmes, founder of AIAgenticBuilder.ca
Scott Holmes, Ontario

Who builds it

Who is going to build this for you?

A board is meant to show where every job stands. In practice it's only as current as the last person who had time to copy things onto it. We get it, and that gap is exactly what we build for.

I'm Scott Holmes, an Ontario-based AI automation builder. You talk to me on the call, and I build what we agree. The PO automation above has written PO numbers onto a field firm's monday.com board every hour since April 2026.

I also write down what each build doesn't do. The PO automation reads just one PDF per email, the first, and it never sees an email that turns up more than 48 hours late. Those limits are on its page, next to the steps.

  • Tools: n8n, Make or Zapier; the monday.com API; Outlook and Microsoft 365; Claude when a messy document needs reading.
  • Independent: a monday.com automation consultant and builder, not a monday.com partner, and we don't claim certifications. We work through monday.com's API on your account.
  • Privacy: designed with PIPEDA and Quebec Law 25 in mind. We'll show you where each step runs.
  • Calls: by phone or video, anywhere in Canada.

Prices in CAD

What does a monday.com automation cost?

Published prices. The exact figure for your build is fixed in writing after the free prototype.

Standard automation

$499 CAD, one time

One app to another through a ready-made Zapier, Make or n8n connector, such as Outlook to monday.com. A PO workflow like ours fits here.

  • One simple AI step included
  • Documentation and 2 weeks of support
  • Each extra app connected: $499

First AI agent or custom build

from $995 CAD

For an agent, or for work with no ready-made connector, such as WhatsApp crew groups. Fixed in writing before work starts.

  • Typically live in about 2 weeks
  • Documentation, walkthrough, 2 weeks of support

Monthly support

$99 CAD / month

Hosting, monitoring, fixes and small changes once it's live.

  • Month to month
  • Cancel anytime

Free: a 30-minute call, then a working prototype in 5 business days

One workflow or agent on sample data or a test setup, never live customers. No obligation: if you stop there, you keep a written summary and the full-build price, and the prototype stays with us. Limited to 4 free prototypes a month.

Get a free prototype

Not included: your monday.com plan and any Zapier, Make or n8n plan, which those vendors bill to you. Custom software and systems without a connector are quoted separately, in writing. Full pricing and terms.

After

What does the board look like once the retyping stops?

Today by hand

  • Someone searches the inbox for each PO and types it onto the job.
  • The crew's day lives in a WhatsApp scroll, and the photos stay on phones.
  • Change requests get hunted down again on invoice day.
  • Receipts wait as photos for someone to key in.

After by automation

  • The PO is on the completed job by the next hourly run, and its email is filed.
  • Each site gets a row per day, built from what the crew already posted.
  • When finished, the change-request export sends finance one import file of unbilled change requests every two weeks.
  • When finished, the receipt agent leaves receipts waiting as Pending Review expenses, with the image attached.
  • Emails that couldn't be read sit in one Failed folder for a person.

Your coordinators get back to coordinating, and you get to be the operations lead whose board is right when somebody asks.

Questions

Questions operations teams ask about monday.com automation

Can you get PO numbers out of PDF attachments and onto our monday.com board?

Yes. Our live PO build does it for a wireless and telecom engineering firm. If an email has a PDF attached, it opens the first one and pulls the PO number from either the file name or the PDF's text, then writes it on the matching job. With no PDF, it falls back to the subject line and body. It has been running hourly since April 2026. How the PO build works.

Do you build monday.com integrations with Outlook, NetSuite or QuickBooks?

Outlook and NetSuite, yes. Our live PO integration reads an Outlook mailbox and writes to monday.com, and our change-request export, still in development, builds a CSV for a NetSuite invoice import. QuickBooks has no example yet. If your QuickBooks plan connects through a ready-made Zapier, Make or n8n connector, it is priced like any other standard automation, but we have nothing built with it to show you.

Can WhatsApp group messages go into monday.com automatically?

We have a working prototype that does it: one board per site group, one item per day, built from what the crew already posts. It is a read-only listener: a dedicated number joins each site group as a linked device, reads messages, photos and files, and never sends anything. We use that approach because Meta's Groups API caps a group at 8 people and can't join a group that already exists. The WhatsApp build.

Does this need AI?

Often not. The PO automation runs on fixed rules because the emails always come in the same format, and rules cost less and are easier to check. We add AI where the input is messy, such as receipts in any layout or a day of crew chat to summarize, and a person still checks what it produces.

Will the automation overwrite what my team typed on the board?

Not unless you ask for that. The PO build only writes when the job's status is Completed and the PO column is blank or has a placeholder in it, and it never replaces a PO that is already there.

Do you build in n8n, Make or Zapier?

Any of the three. A standard automation runs on a ready-made connector in whichever one fits you, including one you already pay for. Our PO and change-request builds run on n8n; the WhatsApp capture is a small Node.js and Go program, and the receipt agent is Node.js on Cloudflare Workers.

Are you a monday.com partner?

No. We're an independent monday.com automation consultant and builder in Ontario; monday.com doesn't endorse us. We work through monday.com's API on your account, for teams that already run their jobs on it.

Do you work with monday.com teams outside Ontario?

Yes. We're based in Ontario and work by phone and video call, so the location of your office doesn't change anything. The automations run on your monday.com account and the tools you already use.

Where does our data go?

It depends on the build, and we'll show you where each step runs before work starts. The PO automation only touches business data: PO and tracking numbers, and site codes. The production design for the WhatsApp build runs in the company's own Azure tenant in Canada Central. Everything we build is designed with PIPEDA and Quebec Law 25 in mind.

How much does a monday.com automation cost, and how long does it take?

A standard automation, one app to another through a ready-made connector, is $499 CAD. A first AI agent or custom build starts at $995 CAD, fixed in writing before work starts and typically live in about 2 weeks. Monthly support is $99 CAD, month to month. The prototype is free and is working within 5 business days of getting your sample data. Pricing.

What happens to an email the automation can't read?

In the PO build it lands in a Failed folder in the mailbox, where a person picks it up, and so does any email whose board update didn't go through. The rest go to a Processed Automatically folder, so the mailbox itself shows what happened to each message. One known gap: an email with no matching job is filed as processed, not flagged, so it is easy to miss. That is the first thing we would fix.

Your next step

Which number does your office type twice?

Show us one on a free 30-minute call. If it's worth automating, we'll have it landing on a test board in 5 business days, free. Not ready? Read how the PO automation works first.

Get a free prototype