SwiftRoot / Calgary, Alberta
Get your time back.Make room to grow.
Hands-on AI help for established small and medium-sized teams. We sit with your staff to simplify repeat email, order or admin work and set up AI assistants around the tools they use. We practise the first tasks together, aiming to free time for customers and growth.
“We iterated fast, never lost clarity on priorities, and the finished product outperformed what we imagined.”
Sound familiar?
Your team is stretched. AI still isn’t helping.
The same emails, order checks and admin keep filling the day. Customers need answers and follow-ups get pushed back. You want AI to take on some of that work, but your team has no spare time to figure out how.
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Customers
Customers wait while your team chases details.
An order arrives by email. Someone checks the spreadsheet, finds a missing detail and asks again. Staff repeat the same steps while customers wait for an answer.
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Growth
Growth keeps getting pushed off the calendar.
The follow-up, newsletter or outreach idea stays on the list because today's orders come first. Your team keeps the business running, but has little time to help it grow.
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AI adoption
You’ve bought AI. Your team still does the work by hand.
A subscription leaves your team to choose a task, write instructions, connect the right information and check what happens. With no time or support to do that work, people return to the way they know.
How we help you
Clarity
Stop guessing what to fix.
We identify the real constraint holding your business back, choose the workflows that matter most and set clear priorities, so you know what to tackle first.
Time
Stop losing your day to repeat work.
The same sorting, checking and routine replies keep filling the day. We set up help for the agreed task and practise it with your staff, so they can use it in their working day.
Capacity
Handle more without stretching your team further.
The aim is to free capable people for the work that needs them: helping customers, following up opportunities and improving the business. We check whether the new way reduces effort, including time spent correcting it.
Our approach
Give your team more leverage.
We help your team get more from its time by choosing the right work, setting up assistants to share it and making progress visible.
Find the work worth fixing
We use Flight Plan, our paid investigation, to find the constraint holding your business back and choose the priority workflows. We examine recent work to see where it stalls. If quotes keep waiting for follow-up, we find out what is getting in the way before deciding what assistance to set up.
View Flight PlanHelp your assistants work together
For the chosen work, we set up a Second Brain with approved business context, instructions and shared records. We configure each assistant’s role and handoffs: one can gather quote details, then pass the record to another to draft a follow-up for staff to review.
We practise the work with your staff, refine the instructions and build the checks and handoffs into their daily routine.
See what needs your attention
We provide an executive dashboard using records from the chosen workflows and the metrics you want to track. For quote follow-up, see the number and value of outstanding quotes, progress on follow-ups and decisions waiting on you. Check the records behind the view and decide where to step in.
We choose the parts that fit the work. Implementation and training are scoped and priced separately from Flight Plan.
Seven core areas of your business
We apply this foundation to assistants and workflows across these seven business areas, starting with the work Flight Plan identifies as the priority.
- Executive support
Bring the day's decisions, follow-ups and exceptions into a useful brief.
When everyone needs your attention, it can be hard to see what needs your decision.
See workflow ideas
- Prepare a daily brief of decisions, follow-ups and exceptions.
- Bring requests, owners and next actions into one view.
- Answer questions about current work using records you can check.
- Marketing
Turn ideas that keep getting postponed into newsletter or social drafts, using your approved material.
See workflow ideas
- Turn approved material into website articles and newsletter drafts.
- Create social posts for review and organise approved posts for publishing.
- Research local partners and prepare outreach using your agreed offer.
- Sales
Find relevant prospects and draft follow-ups so promising conversations keep moving.
See workflow ideas
- Research prospects against agreed criteria.
- Prepare quote or proposal drafts from approved services, pricing and customer requirements.
- Draft follow-ups and record the next action for each prospect.
- Operations
Handle inbound calls for reception and outbound calls for agreed follow-ups, with clear routing and a person available to take over.
See workflow ideas
- Handle inbound reception calls using approved answers and route requests to the right person.
- Make outbound collection follow-up calls using agreed wording, and route payment questions to a person.
- Keep reception instructions, escalation rules and call follow-up notes in a shared record.
- Client delivery & support
Sort customer emails, prepare quotes and replies, and keep delivery details ready for the person handling the job.
See workflow ideas
- Sort customer emails, draft replies and route exceptions to a person.
- Gather missing details and prepare a quote or order brief for review.
- Prepare booking details and delivery handovers so the next person has what they need.
- Finance & admin
Reconcile invoices against agreed payment records and prepare overdue-payment follow-ups for review.
See workflow ideas
- Compare invoices and payment records, and flag reconciliation differences for review.
- Prepare overdue-payment reminders for approval and track promised payment dates.
- Organise receipts and missing invoice details for bookkeeping.
- People & team
Give staff personal assistants to develop ideas, prepare work and carry out agreed workflow tasks as their roles and routines change.
See workflow ideas
- Help staff turn a rough idea into a draft, checklist or plan for their task.
- Turn meeting notes into a project brief, action list and follow-up drafts for staff to check.
- Help staff find current instructions and hand over work as roles and routines change.
How it works
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Flight Plan
We sit down with you and find the highest-leverage tasks. We identify what holds work up and choose the workflows to tackle first.
A clear priority before we build.
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Takeoff
We set up the systems, get your Second Brain working and put the first workflows into operation. We connect your agreed business information and tools, then get your team working with them.
The foundations are in place. Less chasing, less repeated work.
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In flight
We keep building automations, monitor what is running and support your team. We maintain and improve your workflows as your business changes.
Recurring work runs more smoothly on autopilot, maintained by SwiftRoot. Your team has more time for customers and growth.
Work on what matters most
Put useful help into your working day.
AI assistants can prepare work, find answers and carry out agreed steps using your business information and tools. You and your team check the results and approve decisions. Depending on the jobs we choose, that could mean:
- Enquiries followed up
- Inbox sorted and replies prepared
- Customer conversations recorded
- Shared priorities and progress visible
- Important business numbers understood
- Files organised and easy to find
- Find what you need with a plain-language request
- Meeting notes turned into clear next steps
- Leaders briefed on what needs attention
- Website updates from a clear request
What clients say.
“Great service, excellent at problem solving, a joy to work with. Alek has a wonderful personality and is really great at bouncing ideas off of each other to result in the best product possible.”
“Swiftroot created a custom technical solution while working with our pressing product deadlines. We appreciated their flexibility when changes arose. Would work with them again.”
“We consider SwiftRoot our IT Director. They guide our technical strategy, create new things, and keep our e-learning platform humming. There is no one we'd rather turn to for technology.”
“I am always so impressed with how organized, detail oriented and knowledgeable SwiftRoot is when dealing with clients. It’s been an absolute pleasure working with you guys!”
“Working with Swiftroot has been an ABSOLUTE pleasure. Alek took the time to understand my vision and worked with me to find the best technological fit for my business. The team at Swiftroot is professional, timely, and truly dedicated to helping their customers succeed.”
Where is work getting stuck?
Before you start
A few straight answers.
Do we need to understand AI already?
No. We explain the tools through work your team recognises and practise the first tasks together. Learning continues as you use the workflow, check results and improve it. Your people stay involved in deciding what changes and when a person needs to take over.
What is Flight Plan?
Flight Plan is a paid investigation of agreed areas of your business. We examine recent examples, test what may be causing the problem and turn the findings into priorities and a practical 90-day plan. We start with a conversation about fit. Training and implementation are scoped separately.
Can you help put the plan into practice?
Yes. We can work with your staff to document the steps, configure the agreed assistance and practise using it on real work. Implementation and training are scoped and priced separately from Flight Plan. You can also carry out the plan with your own team or another provider. The 90 days describe the plan’s horizon, not an included implementation period.
Can I take a first look on my own?
Pre-Flight is our free assessment for business owners: 28 questions, about four minutes, no AI knowledge needed. It gives you a starting point from your own answers, rather than a verified diagnosis or a paid 90-day plan. Your report appears on the page as soon as you finish. You can print it or save it as a PDF through your browser. No call is booked automatically, and the report is not automatically emailed.
What details does Pre-Flight ask for?
Before the questions, it asks for your name, email address and company so the report can be identified as yours. MailerLite sends a confirmation for optional practical follow-up. You can choose whether to confirm and unsubscribe at any time.
What happens to my details and answers?
SwiftRoot privately archives your contact details, completed answers and calculated results in AWS. Only your contact details go to MailerLite, not your answers, scores or report. Read the privacy policy for storage, retention and your choices.