Build your machine.
VirtuaTech builds custom automation for SMBs and organizations: information intake, follow-up, document preparation and data entry between your tools. An agent prepares the work; a person on your team approves what matters. We work from Montréal, in English and French.
This nine-step journey lets you build your own machine: your tools, the task that keeps coming back, the step you keep. At the end it gets a number and becomes the starting point of our first call.
Every week, your team swims in this.
Emails, attachments, forms, spreadsheet cells: the same information arrives through several channels, and someone has to gather it by hand before the work can move. That is the work automation removes, not your team's judgement.
What do you already use?
Tap your tools.
We start from the tools you already have. Most projects do not require new software: we connect what exists (CRM, calendar, email, files, forms, spreadsheets, phone, accounting), and each tool stays the reference for what it does well.
What keeps coming back?
Four tasks come back in almost every team. Each one has its own page.
- Collect: Receive complete requests from the form onwards, documents included.
- Follow up: Chase clients and missing documents at the right time, and stop as soon as they reply.
- Prepare: Quotes, files and reports assembled from your data, ready for review.
- Re-enter: Stop copying the same information from one tool to the next.
Your machine takes shape.
- 01Spot what is waiting
- 02Draft the follow-up
- 03Send at the right time
- 04Stop as soon as they reply
A machine is a sequence of steps written down in black and white: what it watches, what it prepares, when it acts and when it stops. The example above is a follow-up. We build it and test it on your real cases before it goes live.
While your team sleeps, it works.
It watches incomplete requests, prepares follow-ups and documents outside office hours, and leaves a clear list in the morning of what is waiting for a decision.
Here, you decide.
You choose which steps stay human. Anything that commits money, creates an obligation or cannot be undone waits for a named person to approve it.
The approval
3 files are waiting for a document.
The follow-ups are ready.
The agent prepares, you approve. The Cockpit we designed for a regulated OTC desk runs on this principle in production: three possible decisions (approve, correct or reject), and no button lets the agent execute on its own.
Your machine
- Tools:
- Email, CRM, Form
- Task:
- Follow up
- You:
- Send at the right time
Your machine sums up your tools, your task and the step you keep. It is the starting point of a free 20-minute discovery call. If the need is real, the fixed-price automation audit produces the map of your process and a firm quote for your first machine.
The world
MethodWorkYour machineFounderQuestionsThe rest of the site, one island per question.
- Method: How a project runs, what we promise and what we do not.
- Work: Machines already in service, in our clients' own words.
- Founder: Who is behind VirtuaTech.
- Questions: Price, data, tools, timing: the answers before the call.
- Solutions: The problems we solve, one per page.
- Audit: The map of your process and a firm quote for your first machine.
- Journal: Automation and AI in practice.
