Planning Instrument

Your Automation Roadmap, Mapped in Minutes

Tell the planner what hurts — missed calls, slow follow-up, manual scheduling — and it maps the automations that fix it, ranked by impact, with a realistic 30-60-90 day rollout.

Free — no signup

Your profile

What hurts right now?

Select everything that applies.

  1. Your trade and current tools
  2. Repetitive work identified
  3. Sequenced by effort and payoff
  4. A plan in build order
How your automation plan is built

How the planner picks your workflows

The recommendations come from a curated library of automations that reliably pay off for local businesses, matched against the pain points and volumes you select — not from a black box. Each one shows its trigger, its steps, the tools it needs and where a human should stay in the loop.

The best first automation is almost never the most impressive one. It’s the low-complexity fix aimed at your biggest leak — which is exactly how the "start here" recommendation is chosen.

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<iframe src="https://allianceoptima.ca/tools/ai-automation-planner?embed=1" width="100%" height="640" style="border:1px solid #e2e8f0;border-radius:12px" title="AI Automation Planner — Alliance Optima" loading="lazy"></iframe>
<p style="font:12px system-ui,sans-serif;text-align:center;margin:6px 0"><a href="https://allianceoptima.ca/tools/ai-automation-planner">AI Automation Planner by Alliance Optima</a></p>