INNOVISTIC
MONTREAL AREA // CUSTOM AI AGENTS

Supercharge your team with AI.

Innovistic builds AI agents for your business, installed with you in Claude or ChatGPT. Advisors answer your management questions from your own numbers. Operators take on the repetitive work, on request, like invoices or emails. A person on your team always checks and decides.

A live demonstration on a fictional company, then a mandate defined with you.

1 demo slot left in October

Demonstration

Watch an advisor work on a real problem.

Replays of real conversations. Pick an example. These are only a few of the things your advisor can do.

See an agent build a real deliverable
sommaire_mensuel.xlsxsaved
Sample data // fictional company
 
You talk to it like a colleague and it hands you the real Excel file in your folder, ready to send. Switch the request, or watch it build step by step.
Supported formats
.XLSX .CSV
Excel and data
builds, reads and analyzes your spreadsheets and exports
[ COMPATIBLE ]
.DOCX .TXT
Word and notes
drafts and revises documents, minutes and reports
[ COMPATIBLE ]
.PDF
PDF
reads, annotates and produces PDFs
[ COMPATIBLE ]
.PPTX
PowerPoint
read in ChatGPT and Copilot (on request); not on Claude's list
[ COMPATIBLE ]
.PNG .JPG
Images and screenshots
reads photos, invoices, scans and screenshots
[ COMPATIBLE ]
[ More to come in future releases ]
See all formats
FormatClaudeChatGPTCopilot (on request)
Documents and text
.PDF✓✓✓
.DOCX✓✓✓
.TXT✓✓✓
.RTF✓·✓
.ODT✓·✓
.HTML✓·✓
.EPUB✓·✓
.JSON✓·✓
Spreadsheets
.XLSX✓✓✓
.XLS·✓✓
.CSV✓✓✓
.TSV·✓·
Presentations
.PPTX·✓✓
Images
.JPG .JPEG✓✓·
.PNG✓✓·
.GIF✓✓·
.WEBP✓··

✓: accepted per the provider's help page; ·: not on that page. In Claude, Excel files need code execution and file creation turned on; in ChatGPT, GIFs are non-animated. Copilot is on request only, confirmed in writing, and nothing is built there yet: its column follows the files a Copilot Studio agent accepts as a knowledge source, where images count only inside a PDF; it also takes other formats, such as .DOC, .PPT and .MD. Size limits depend on the plan. Sources, October 2026: Claude, ChatGPT, Copilot Studio.

Operator agent // an example

The operator agent takes on the batch work. Your team decides.

Every week, the same piles come back: supplier invoices to read, quotes to build on your template, registrations arriving by email, a report to compile. The operator agent is an AI agent built for one business's repetitive batch work. A person on your team starts it, reviews what it prepares, decides and sends: the agent never runs on its own. It serves the person responsible for that work: an operations, HR or administrative-services lead, or, in a smaller firm, often the owner.

One batch, start to finish
Innoxemple // training institute // fictional company
  1. 01 // The pile

    A training session has just ended. Marie hands the pile to the operator agent, then starts it.

    • Attendance list
    • Evaluation forms
  2. 02 // The agent prepares

    The AI reads the documents. Every amount is computed by a script from the institute's own workbooks, not guessed by the AI.

    AI: reads // script: computes
  3. 03 // The drafts

    The agent hands back drafts, in the institute's own templates:

    • A certificate for each person who attended
    • The invoices and receipts
    • The session's evaluation report
  4. 04 // Marie decides
    Items to resolve

    A participant registered at the member rate, from a company missing from the member list.

    What does not match stays blank. The agent does not guess. Marie decides, fills the blank and sends the documents herself.

Built for you

Each operator agent is built for one business: three tasks agreed at the start, five at most.

Beside your tools

It works from your tools as they are: your exports, templates and workbooks. We connect nothing to your accounting software, CRM or ERP.

Time you can see

How much time does this work take your team? We will not quote a figure: it is measured on your own tasks, with you.

The product, in detail
Operator agents and advisors

Agents built for your business: each does the slow, careful part of a job, and a person on your team decides.

RIDGE, VEX, MIDAS, ATLAS and PACT are advisors already built; all five are described on the advisors page. The operator agents' tasks are examples of what they are built to do. Yours carries its own name, its own role, its own voice, drawn from your business.

Operator agents // repetitive work, on request

Built for your business, with three tasks agreed at the start. It prepares the work; a person on your team checks, decides and sends. It never sends anything on its own.

Admin
Operator agentFor example
Supplier invoices

Read, ready to enter.

Quotes

Built on your template.

Requests by email

A register and a CRM import file.

Communications
Operator agentFor example
Email replies

Routine replies, drafted for you to send.

Meeting notes

Notes and follow-ups, from your notes.

Newsletter and posts

Drafts, from your news.

Research
Operator agentFor example
Competitor watch

Competitors and prices, from the sources you choose.

Public tenders (SEAO)

Public tenders that match your criteria.

Company profiles

Suppliers or prospects, from public sources.

Advisors // for the owner or a key manager
RIDGE
Risk advisor
It looks for what could go wrong, above all what nobody has seen. Once it has gone over a project, you know what holds and what stays to watch.
MIDAS
Finance advisor
It shows you what your figures say and your totals hide: which clients and services really pay, and since when a price has stopped covering its cost.
ATLAS
Operations advisor
When the business plateaus and nobody can say why, it spots what is blocking it and proposes how to get to the next step, one step at a time.
VEX
Marketing and growth advisor
It finds ideas for making your business known and for bringing your clients back, suited to your trade and your budget, each with a small way to try it.
PACT
Team and workplace climate advisor
You are the coach: it helps you lead the game, from how the work is organized to your team's day-to-day. Your employees never talk to it.
Questions we get

The real questions, answered.

Isn't this just ChatGPT with a logo?
No. It is an advisor built from an interview about your business, with its own mandate, voice and knowledge. It runs inside Claude or ChatGPT, but what you get is the advisor, not the tool.
I'm not technical. Will I be able to use it?
Yes. You write to it like a person, and you drop files into a folder. We do the setup with you. If you can send an email with an attachment, you can use it.
What happens to my data? And Law 25?
Your agents run on your own computers or in your company's ChatGPT workspace, under your business or enterprise subscription to Claude or ChatGPT: what you give them goes to that provider, which processes it in whole or in part outside Québec, under its terms, and Innovistic is not in that path. What Innovistic holds about you is listed in article 13 of your agreement, in particular your intake form, the serial number and marks of your folder and our own copy of the agents built for you, with none of your data; we take no copy of your folder, whose backup is yours. To build an operator we receive none of your files: you hand us your templates empty, we fill them with mock data, and the test on your real data runs with you, at your end, under your subscription; a file received by mistake is deleted the day we notice it, and we tell you. The form is deleted ninety days after the end of the mandate, and the deletion is confirmed to you in writing; article 13.5 says what we keep afterwards. We train no model on your information. If you try an online advisor on our site, those exchanges are hosted by Render and processed by Anthropic, outside Québec, and follow the schedule on our privacy page. Law 25 binds you too: the agreement carries the written mandate its section 18.3 requires, and we hand you a pre-filled model for the assessment its section 17 requires. What we keep, for how long, and whom to write to: /privacy.
What if you close next year?
Your advisor lives on your key and your machine, not on a subscription we control. It keeps working. The retainer covers maintenance and updates, not your right to use it.
Where are you, exactly?
In the Montreal area. We answer in French, and we deliver by hand or by registered mail.
Start here

The first file it builds you will be about YOUR business.

Start with a conversation. Twenty minutes, about your business, not about the technology.

Every advisor is built for one business. Scope is defined in conversation.

Live demo request

By sending this form, you agree that we keep this information to reply to you. What we keep and your rights: /privacy.