Automating Internal Workflows with AI

In small and medium-sized businesses, automating a workflow was never an IT decision — it's a leadership one. This session works through the six factors that separate businesses actually scaling AI from those stuck testing tools: business value, feasibility, risk, ownership, cost, and measurable outcomes. Applied directly to the most manual workflows already sitting on your desk — across HR, finance, operations, and communications.  

Leave with one workflow, fully mapped, and a blueprint you can hand to your team on Monday.  

You'll work through a tested AI workflow use case in detail, then apply that same method to your own organization's most manual workflow. No theory, no vendor pitches — just one practical process, mapped end to end, that you can act on immediately.  

You already know which workflow is eating your time. This session gives you the framework to decide if it's worth automating, the blueprint to do it, and the governance to do it responsibly — plus a room of peers making the same call.  

No technical background required — just a workflow worth fixing. 

One workflow, fully mapped. An implementation-ready blueprint for the most manual process already sitting on your desk — across HR, finance, operations, or communications.   

 A way to decide, not just explore. A simple framework to weigh any automation opportunity against value, feasibility, risk, ownership, cost, and outcomes — so the next decision isn't a guess.   

The governance basics, drafted. A starting policy covering acceptable use, oversight, and risk thresholds — enough structure to move forward responsibly, without hiring a compliance team first.   

A 30-day plan, not a someday plan. Your first target, who needs to be on board, and the one metric that tells you it's working.   

The peer room is half the value. Candid, cross-sector conversations with other Ontario C-Suite leaders working through the exact same decision — what's actually working, where it stalls, and what they wish they'd known before starting.   

• Built for the decision-maker, not the IT department. Unlike standard AI workflow programs that focus on tools and technology, this program is built entirely around the executive decision-making layer — the strategy, governance, and change leadership that determines whether automation succeeds or stalls.   
• Every session is grounded in the Canadian business context, informed by real practitioner experience, and designed to produce tangible outputs rather than general awareness.   
• Every deliverable is real, not theoretical. You leave with one mapped workflow, a governance policy draft, and a 30-day plan — not a better understanding of AI in general.  
• The peer cohort format means executives learn as much from the room as from the stage — and a follow-up session one week later ensures momentum doesn't stop at the door.  

This program is designed for senior leaders responsible for organizational strategy, operations, innovation and growth, including:  

• CEOs, Owners & Founders   
• C-Suite Executives: Chief Operating Officers, Chief Financial Officers, Chief Information & Technology Officers  
• Heads of Departments or other senior business leaders responsible for digital transformation, innovation or AI adoption  

This one-day workshop is ideal in the early stages of AI adoption that are looking to build executive understanding and develop a practical roadmap for implementation. Executive Certificates are open to entrepreneurs, business owners, directors, and leaders of companies that are:    

• For-profit, registered businesses in Ontario with at least two years of operations and a scalable, revenue-generating model  
• Generating more than $500,000 in annual revenue 

For more information contact Ben McGrath, Manager Trade & Growth Programs WTC-T, bmcgrath@bot.com