AI consulting + workflow automation

Turn one manual workflow into a controlled AI system.

True North maps the process, builds one bounded automation, adds human approval and QA, and leaves you with acceptance evidence and an operating runbook. Written-first delivery for established service businesses across Canada.

Start with one workflow For advisory partners

Written-first · one bounded workflow · human approval · acceptance evidence

01 Workflow brief Redacted written or video walkthrough
02 Process map Owners, handoffs, exceptions, baseline
03 Build + controls Staging, approval, audit trail
04 Acceptance evidence Recorded demo and test results
05 Runbook + support Documented handoff and reliability path

Run the sample to see one workflow move from a written brief to a tested, controlled handoff.

One flagship path

Map it. Pilot it. Keep it reliable.

Start with a written Workflow Evidence Pack. If the economics, boundaries, and controls hold, move into a One-Workflow Pilot. Add bounded Managed Reliability only after acceptance.

Evidence PackProcess map · baseline · controls · fixed pilot quote
Accepted pilotBuild · staged test · evidence · runbook · warranty
See workflow implementation

Three ways to start

Choose the outcome, not a catalogue of product names.

Every engagement uses the same controlled delivery standard: map the work, define the boundary, test the result, and document the handoff.

Flagship

AI Consulting & Workflow Automation

Map one high-friction process, define the human and system boundaries, build a controlled automation, and prove it against acceptance criteria.

Process mapOne-workflow pilotEvidence + runbook
See the flagship offer Map the process first

Productized use case

Accounts Payable & Invoice Automation Pilot

Automate invoice intake, validation, duplicate checks, exception routing, and approval while keeping posting and payment decisions human-controlled.

Invoice intakeException queueAcceptance tests
See the AP pilot

Team enablement

AI Training & Enablement

Choose practical team training, training plus a configured AI workspace, or a scoped private/in-house setup—inside one adoption path.

Role-based trainingPlatform setupGoverned use
See the training ladder

Examples, not separate offers

See where one controlled workflow can remove operational drag.

Explore roles and industries for concrete implementation examples. Each example routes to the relevant one of the three offers, with the same standard for clear boundaries, human control, and acceptance evidence.

Admin Services

Illustrative planning target30–100 hrs/moValidate against the current workload; not a measured result.

Remove repeat follow-up, scheduling, and document chasing from the executive layer.

  • Inbox triage agentPrioritize, summarize, and route messages
  • Meeting prep packAgenda, context, files, and follow-ups
  • Approval trackerKeep handoffs moving without reminders
  • Board packet builderCompile updates and evidence
  • SOP-to-agent conversionTurn recurring procedures into guided work
Recommended delivery pathAdmin Services workflow path

For executive office work, use the same flagship path: map one process, automate a bounded workflow, and prove the result before expanding it.

Business process mapCapture handoffs, rules, and exceptions
One-Workflow PilotBuild the smallest useful controlled path
Acceptance evidenceTest, document, and hand off the result

Controlled delivery method

From process friction to one accepted workflow.

Map the existing process, identify the best bounded automation opportunity, and build an AI workflow the team can test, approve, and operate.

01

Learn

Capture the business know-how, handoffs, approvals, and exceptions.

Know-how map
02

Map

Preserve what works and find where automation creates immediate leverage.

Process path
03

Build

Create the workflow, internal tool, or agent team around your operation.

Implementation
04

Check

Add QA, approvals, permissions, and audit trails before launch.

Confidence
05

Run

Train the team, measure time saved, and expand what works.

Scale north

Controls and evidence

AI systems that stay on course.

Practical guardrails for companies that need AI to be useful, controlled, and accountable.

Operating layer Direction and discipline
Policy

Clear rules

Defined paths before systems act.

Assurance

QA checks

Inputs and outputs reviewed.

Access

Scoped access

Only approved systems and roles.

Evidence

Audit trail

Sources, approvals, and rollback.

Execution gates Before work moves forward
  1. 01
    Verify input Agents check source data and required fields first.
  2. 02
    Clear threshold Rules, thresholds, and confidence limits must pass.
  3. 03
    Route approval Sensitive actions wait for the right owner.
  4. 04
    Record outcome Decisions, sources, and rollback paths are preserved.

Audit checklist

Find the first workflow worth handing to agents.

A quick operator checklist for spotting repeatable work, risk points, and the safest first AI implementation.

View checklist Start the async fit check
01 Repeatable handoff The work follows a known route across people, tools, or approvals.
02 Measurable drag Time, delays, rework, or missed follow-up can be counted.
03 Clear control point Rules, approvals, and audit evidence can be defined before launch.

Evidence, not anonymous praise

Every handoff should be inspectable.

Until named, permissioned client reviews are available, judge the delivery standard instead of unverifiable testimonials.

  1. 01
    Scope boundary

    One workflow, named systems, explicit exclusions, and a fixed change-order path.

  2. 02
    Acceptance tests

    Pass/fail checks agreed before build work begins.

  3. 03
    Recorded proof

    A walkthrough, test evidence, known limitations, and a partner-branded runbook.

  4. 04
    Bounded support

    A 30-day defect warranty with managed reliability available after acceptance.

Daniel Sinukoff, founder of True North Agentics
Daniel Sinukoff Founder, True North Agentics Connect on LinkedIn

Who you're working with

An operator's lens on practical, controlled AI.

Hi, I'm Daniel — a full-time independent consultant and founder of True North Agentics, a business of Parallel North Inc.. I design practical workflows, internal tools, and controlled AI systems around bounded scope, human approval, testable acceptance, and a documented handoff.

  • Fixed-scope workflow and AI implementation
  • Written-first, low-call delivery
  • Human approval, QA, and acceptance evidence
  • Assumptions and limitations shown before outcome claims
  • Owner-operated delivery and handoff
See the one-workflow approach

Async fit check

Send the workflow. Get a written next step.

Describe the process or share a redacted five-minute screen recording by email. We will reply with fit or no-fit, the likely starting package, and any information needed for a fixed quote.

No discovery call required. A meeting is optional and reserved for a genuine scope ambiguity that cannot be resolved asynchronously.

Step 1 of 3

Choose the starting point.

Project area

Processes to automate

Process Coach

Optional — add a process if you'd like. This helps us assess fit without a meeting. Share a process and we will turn it into a clear summary for your review.
1/8

Captured processes No processes added yet.

Contact details

Do not include passwords, regulated data, client records, or other sensitive information. A redacted walkthrough can be sent by reply after we confirm fit.

Decision guide

Before you send a workflow.

Do we need a discovery call?

No. Start with a short written description or a redacted five-minute screen recording. We reply by email with fit or no-fit and a fixed next step. One short exception call is optional when a scope question genuinely cannot be resolved in writing.

What is the usual starting path?

Start with one workflow. We map the current process, define the control and acceptance requirements, quote a bounded pilot, and add Managed Reliability only after the pilot is accepted.

Who owns the client relationship?

The partner does. The partner owns the client, billing, margin, and communication. True North Agentics works behind the partner brand and does not solicit partner clients.

Do we need to know exactly what to automate?

No. Bring the work that feels repetitive, slow, or dependent on one person. We help turn that into a practical build plan.

Do we need to change how our business operates?

No. We preserve the process that works and modernize the execution around it.

Is this an AI experiment?

No. The goal is practical implementation: measurable workflows, clear owners, and useful systems your team can adopt.

Can this work with our existing systems?

Usually. Email, files, spreadsheets, accounting systems, CRMs, shared drives, and APIs are often enough to launch a controlled first workflow.

Will our team lose control of important decisions?

No. Agent teams can be built with approval steps, access limits, QA checks, and audit trails before anything meaningful happens.

How do you handle sensitive data and access?

We define what each workflow and agent can see, what it can change, and where human approval is required before implementation.

Can we start with one workflow first?

Yes. A focused first build is usually the best path: prove value, measure time saved, then expand what works.

Who is this best suited for?

Established service businesses with a repeatable manual workflow, a clear owner, and enough operating volume to justify a controlled build. Accounting, bookkeeping, fractional-CFO, MSP, and advisory firms can also use the same delivery path behind their own brand.

What should we send for an async fit check?

Send the process name, tools involved, rough monthly effort, desired outcome, and either a short written walkthrough or a redacted five-minute screen recording. Do not send passwords, regulated data, or live client records.

A delivery desk, not another sales call

Send one workflow. Get one written next step.

Email the workflow brief