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MentionWize

We build and manage automations that connect the systems your business already uses, so your team spends less time copying, chasing and reporting.

Still moving informationbetween email, spreadsheets,your CRM and other systemsby hand?

That is the work we take off your team’s plate. We connect the tools you already use, add AI only where judgment is needed, and keep it all running after launch.

Four examples below

A lead arrives.Someone types it in.

We route every new inquiry into your CRM, assign it and start the follow-up. Staff step in only when something looks off.

Hands typing on a black keyboard beside a printed calendar.

A delivery arrives damaged.Someone chases the claim.

Staff photograph the damage at the dock. The photos, the purchase order and the carrier details are filed together, and a claim is drafted for a person to check and send.

Stacked cartons in black and white with a torn box and a punctured box circled in yellow.
A strapped stack of cartons in black and white with one torn, sagging carton circled in yellow.

A customer asks.Someone searches three systems.

An assistant looks across your policies, files and records, answers with the source attached, and hands anything unusual to your team.

An open drawer of index cards in a grey filing cabinet.

Friday arrives.Someone rebuilds the report.

The numbers are pulled from the same places every week, assembled the same way, and waiting in the inbox before anyone asks.

A hand-drawn line graph on paper with a ruler and two pens.

A lead arrives.Someone types it in.

We route every new inquiry into your CRM, assign it and start the follow-up. Staff step in only when something looks off.

Hands typing on a black keyboard beside a printed calendar.

A delivery arrives damaged.Someone chases the claim.

Staff photograph the damage at the dock. The photos, the purchase order and the carrier details are filed together, and a claim is drafted for a person to check and send.

Stacked cartons in black and white with a torn box and a punctured box circled in yellow.
A strapped stack of cartons in black and white with one torn, sagging carton circled in yellow.

A customer asks.Someone searches three systems.

An assistant looks across your policies, files and records, answers with the source attached, and hands anything unusual to your team.

An open drawer of index cards in a grey filing cabinet.

Friday arrives.Someone rebuilds the report.

The numbers are pulled from the same places every week, assembled the same way, and waiting in the inbox before anyone asks.

A hand-drawn line graph on paper with a ruler and two pens.

Six jobs wetake offyour team.

Start with the one that costs your team the most hours. Workflow automation is usually the best first step; add the rest as you need it.

  • We connect the systems your team already uses and automate the repetitive handoffs between them, from lead intake and follow-up to reporting, document processing and approvals. AI is used only where judgment or messy information makes fixed rules fall short; predictable steps stay ordinary automation.

    Book an audit

Keep the systemsthat already work.

We automate the gaps between your tools, and build custom software only where the existing ones genuinely fall short. You do not have to replace what works.

A whole navy blueprint sheet of a warehouse floor plan, with dock doors, racking, staging areas, a legend and a title block.

How wework.

One workflow at a time. Each step ends with something written down, so you always know what you are paying for and what happens next.

  1. Tell us the job

    A free 30-minute call. You describe the job you want off your team’s plate. We ask how often it happens, which tools it touches and where it goes wrong.

  2. Map the workflow

    We write down every step, system and exception, check the technical side, and give you a fixed written scope.

  3. Build one working automation

    One narrow workflow, built and tested against your real examples, with a person in the loop while it proves itself.

  4. Put it into production

    It goes live with training and a written guide for your team, and we watch it closely for the first 30 days.

  5. Manage and improve it

    Monitoring, repairs when connected software changes, and a quarterly look at what to automate next.

People stayin control whereactions matter.

Small, reversible actions can run on their own. Anything that moves money, changes a customer record or cannot be undone waits for a person. Before a workflow goes live we write down what it may do alone, and what happens when it fails: it retries first, then a named person gets the item with the context attached, and every step is logged.

A hand signing a document with a pen, in black and white.

Your data protection is part of the design, not an afterthought.

We scope access, hosting, model providers, retention and human approvals around the sensitivity of each workflow.

Two sharpened yellow pencils lying on a black surface against a grey wall.
  • Least-privilege access

    Each workflow gets its own credentials, kept separate for each client, and can reach only the systems it needs.

  • Your data can stay in Canada

    We host in a Canadian region where practical, and use a dedicated deployment for more sensitive work.

  • No AI vendor lock-in

    The model behind a workflow can change as prices and quality move. You are not tied to one provider.

  • Data retention, set per workflow

    We agree what is stored, and for how long, for each workflow rather than leaving it to defaults.

  • A list of who handles your data

    We keep a plain list of the providers (subprocessors) that handle your data and what each one does with it.

  • You own it

    It runs under your accounts and credentials, and we hand it over with documentation so you can run it without us. Managed operations is optional.

We never use your data to train AI models.

We follow Canadian privacy and compliance rules, including PIPEDA and provincial privacy laws where they apply.

Start withone workflow.

Every project is scoped to your case and agreed in writing first, so you can set the cost against the hours it saves before you commit to anything.

A black-and-white flowchart of one workflow: a supplier invoice is saved, read by AI, matched to its purchase order and turned into a draft bill, with people stepping in at the grey boxes.
  1. Assessment

    We observe the process and baseline it: time, steps, systems, volume and errors. We check the technical side and give you a fixed written scope.

  2. Implementation

    One workflow, built and tested against real examples, piloted with a person in the loop, then put into production with training and a written guide.

  3. Managed operations

    We watch it, repair it when connected software changes, adjust it as your business does, and report on what it is doing. Optional, and where the next workflow starts.

Book an audit

A free 30-minute call. We will tell you plainly whether automation is worth it for your workflow. How pricing works

Questions,answeredplainly.

Something we have not covered? Ask on the call.

No. We connect the tools you already have and automate the gaps between them. We only build custom software where the existing tools genuinely fall short.

Let’s find the opportunitieshiding in your company.

  • We ask how often the job happens, which tools it touches and where it goes wrong
  • You leave knowing whether it is worth automating

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