Resources & Guides

Free guides, templates, and insights to help you understand and implement workflow automation for your Alberta business.

Guide

The Alberta SMB Automation Playbook

A comprehensive guide to identifying and implementing automation opportunities for small and medium businesses in Alberta.

PDF Guide • 25 pages
Checklist

Workflow Audit Checklist

Use this checklist to assess your current workflows and identify high-impact automation candidates.

PDF Checklist • 3 pages
Template

Automation ROI Calculator

Estimate the time and cost savings from automating your workflows with this simple spreadsheet.

Excel Spreadsheet
VideoComing Soon

Introduction to Document Automation

Watch how document processing automation works and see examples from accounting, trades, and clinic operations.

Video • 12 min
GuideComing Soon

Integration Guide: QuickBooks + Automation

Step-by-step guide to connecting your QuickBooks workflow with smart automation.

PDF Guide • 15 pages
WebinarComing Soon

Automation Success Stories: Live Q&A

Monthly live sessions where we share case studies and answer your automation questions.

Live Webinar • Monthly

Get Automation Insights

Monthly tips, case studies, and guides on automating your Alberta business. No spam, just value.

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Resources | YEGFlow | YEGFlow