You will get a custom AI-powered automation built with Zapier, Power Automate, or Make
Project details
This implementation sprint is designed to reduce chaos and unlock real-time visibility by turning one tedious, repetitive process into a streamlined, semi-automated workflow. We kick off with a fast mapping session to understand your tools, data flows, and friction points. Then we build a simple but smart automation using accessible tools like Zapier, Make (Integromat), Power Automate, or Google App Script—no deep IT involvement required.
Typical outcomes include:
→ Automated CRM or calendar updates
→ Auto-generated emails, PDFs, or reports
→ Smart routing of intake forms or work orders
The sprint includes configuration, testing, light documentation, and a live handoff so your team can confidently own the solution.
This offering is perfect for small teams with paper-heavy or disjointed tools—especially service coordinators, healthcare teams, or trades admins ready to free up time and reduce errors.
Typical outcomes include:
→ Automated CRM or calendar updates
→ Auto-generated emails, PDFs, or reports
→ Smart routing of intake forms or work orders
The sprint includes configuration, testing, light documentation, and a live handoff so your team can confidently own the solution.
This offering is perfect for small teams with paper-heavy or disjointed tools—especially service coordinators, healthcare teams, or trades admins ready to free up time and reduce errors.
AI Development Type
Knowledge Representation, Recommendation SystemWhat's included $2,500
These options are included with the project scope.
$2,500
- Delivery Time 30 days
- Number of Revisions 1
Optional add-ons
You can add these on the next page.
Additional Revision
+$110Frequently asked questions
About Bernadette
AI Strategy + UX Leadership | Product Design & Automation Expert
Toronto, Canada - 8:13 pm local time
With over 25 years leading transformation across finance, government, aviation, health, and higher education, I help organizations harness AI and service design for measurable impact. My work blends strategic UX leadership, systems thinking, and certified AI product management to produce human-centred AI roadmaps, conversational agents, and end-to-end service blueprints that accelerate value.
I’m an Akendi-certified UX researcher and IBM-certified AI Product Manager and Design Thinking Practitioner. I’ve contributed to award-winning projects and high-impact teams recognized with:
→ IBM Delivery Excellence Award (2020) – for enterprise modernization impact as part of IBM’s Air Canada consulting team
→ Gartner Eye on Innovation Award for Higher Education (2021) – for York University’s SAVY chatbot; I led research and co-led design
→ TD Above & Beyond Award (2020) – individual recognition for enabling the TD Research Repository
→ IBM Bee Epic Award (2019) – personal accolade for UX coaching and team enablement at Air Canada
Key highlights:
→ Co-led the design of York University’s 50,000-user SAVY chatbot, scaling AI in student services
→ Redesigned TD’s domestic wire origination platform, eliminating paper and reducing branch-level processing time and error rates across U.S. AMCB operations
→ Contributed to Benefits Delivery Modernization (Government of Canada), aligning service design, digital policy, and AI-enabled opportunities
I work across executive, operational, and user levels—facilitating research, alignment, and inclusive co-creation to deliver AI and automation solutions that are clear, ethical, and sustainable. My experience spans Fortune 100 enterprises, public institutions, and emerging organizations. Formerly an IBM iX Consultant, I now help small to mid-sized enterprises and mission-driven teams build clarity and confidence around AI transformation—turning vision into value.
Steps for completing your project
After purchasing the project, send requirements so Bernadette can start the project.
Delivery time starts when Bernadette receives requirements from you.
Bernadette works on your project following the steps below.
Revisions may occur after the delivery date.
Kickoff + Process Mapping
We meet for a short discovery session to walk through the current workflow, pain points, and goals. I’ll ask clarifying questions and propose a draft map of the task.
Tool Selection & Integration Plan
I’ll recommend the most effective no-code/AI tools to automate the task (e.g., Zapier, Make, Airtable) and draft a configuration plan.