SHAPED SI
SHAPEDSI GATHER · TOOLS & TEAMS
Your forms, inboxes, spreadsheets and customer records can work better together. Let’s start with the tools your team already uses.
Choose an object. Explore the possibilities.
An imagined place. Work shaped around you.
AROUND THE SAME TABLE
We map the information with your team: where it arrives, who needs it and what happens next. Then we choose the connections worth building.
See how we connect the piecesWHAT GATHER CAN INCLUDE
Start where things feel most scattered.
Everything is scoped with you before work begins.
01Forms, spreadsheets, email, field reports and databases that pass information along instead of waiting to be retyped.
02A CRM that fits how you actually sell and serve, so every enquiry reaches the right person and nobody is forgotten.
03Small-group sessions and team workshops where people learn AI tools side by side, with their own work in front of them.
HOW GATHER COMES TOGETHER
Tell us where information gets stuck, retyped or lost between people and tools.
Trace how information moves today, then agree on what to connect, the cost and a realistic schedule.
Watch your tools come together step by step, each connection tested with real, everyday tasks.
Receive simple notes on what connects where, and a team that knows how to look after it.
AN EXAMPLE TO EXPLORE
An example connections dashboard with simulated data. It shows how information from different systems can be gathered, checked and followed in one place.
GATHER IN THE SHOP
Begin with a package, or bring a bigger idea and we’ll scope it together. Training a whole team? The Gather AI Workshop ($2,500) is in the shop too. Prices are in Canadian dollars, and final scope is confirmed before work begins.
Connected tools and workflows
Forms, databases, spreadsheets and notifications connected, so information is entered once and shared where it’s needed.
Scoped Discuss itCustomer relationships
Forms, lead capture, pipeline views and follow-up reminders, set up so enquiries land where your team works them.
$2,500 View packageSmall-group AI learning
A guided group session where you practise prompts, privacy habits and useful workflows alongside others. A gentle, low-cost first step.
$25 View packageUsually not. Gather starts with what you have, such as your spreadsheets, inbox, CRM and older systems, and connects them. We only suggest a new tool where it makes the work simpler.
Often, yes. Many operations still rely on older software, equipment data or exported files. We look at what your systems can share, including common industrial formats such as OPC UA, Modbus or MQTT, and tell you plainly what is practical before anything is built.
It stays in tools you own and control. Connections and CRM setups are built with Canadian privacy obligations in mind, and we document who can see what. We don’t give legal advice, so we’re glad to work alongside your advisors.
A small, guided group session. You practise with AI tools on everyday tasks, share what works with others and build habits around prompts and privacy. It’s a gentle, low-cost way to begin.
ShapedSI works with businesses across Canada, by phone, by video or in person by appointment.
THE SHAPEDSI FAMILY
Each part of ShapedSI looks after a different side of your work. Many projects bring two or three together.
YOUR FIRST CONVERSATION
I’m Andrés, working with businesses across Canada.
Tell me a little about your business and what you would like to bring together.
Free 30-minute meeting · Phone, video or in person by appointment
