OfficeWise helps small and mid‑size teams deploy practical AI automations—without the hype. We audit your workflows, integrate the right tools, and ship reliable agents that save hours every week.
Based in Ontario • Serving US & Canada • Remote‑first
Routes tickets, drafts replies, and escalates with context in Slack/Helpdesk.
From invoice matching to CRM hygiene, let bots do repetitive steps.
Ask plain‑English questions over databases, sheets, or dashboards.
Scheduled summaries, KPIs, and alerts delivered where you work.
Pick a starting point, or ask for a custom plan for your stack.
Triage, summarize, and draft replies across Zendesk, Intercom, or Gmail. Escalate with full context into Slack or JIRA.
Automate high‑volume workflows—invoice matching, PO checks, report generation, CRM enrichment, lead routing, and more.
Natural‑language to SQL for Redshift/Snowflake/BigQuery; governed access; query templates; one‑click CSV exports.
Daily/weekly KPI digests, anomaly alerts, and proactive insights sent to Slack/Email with drill‑downs.
Dockerized, reproducible dev setups; CI/CD hardening; guardrails for AI‑generated code; test scaffolding.
SSO, least‑privilege IAM, secret management, data‑retention, and clear AI usage policies your team can follow.
We also integrate cutting-edge AI B2B platforms—like Cohere, Anthropic, OpenAI, Scale AI, Glean, Typeface, or Gumloop—into your workflows so you can leverage the best of the ecosystem.
Beyond standard automation, we build extremely tailored tools for clerical, administrative, and document‑heavy workflows. These are a few real‑world examples:
Custom plugin that answers customer inquiries directly in Outlook using your company's FAQs, meeting notes, and knowledge base.
End‑to‑end automation that generates accurate bank recs directly from bank statements—no manual spreadsheet crunching required.
We map your workflows, quantify potential ROI, and ship one high‑leverage automation as a quick win.
Ongoing build‑measure‑learn cycles to expand coverage, maintain agents, and keep everything fast and reliable.
Clear steps, visible progress, and documentation that outlasts personnel changes.
Workflow mapping, stack review, north‑star metrics. Pick top 3 automations by ROI and ease.
Data flows, permissions, fallback paths, and measurable success criteria.
Ship small, test in shadow mode, then graduate to production with SLAs.
Track KPIs, create docs, and expand coverage every sprint.
Your mileage will vary, but these are typical wins once the flywheel starts.
time spent on repetitive ops within 90 days
on costs with automation + fewer errors
From scoped idea to first shipped agent
Short, honest notes from the teams we help.
“We finally have clean, weekly KPI snapshots in Slack—no more spreadsheet wrangling.”
— Client in SaaS / Services
“Their audit found two workflows we didn't realize were draining 15+ hours a week.”
— Client in SaaS / Services
“Docs are immaculate. If someone leaves, the automations keep working.”
— Client in SaaS / Services
If it's not here, ask us—happy to clarify.
Tell us a bit about your team and workflows. We'll reply within 24 hours.
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Hands‑on partnership
We scope small, ship quickly, and iterate. Expect measurable wins, not long decks.
Security‑minded by default
Access is scoped, secrets are managed, and changes are logged.
Docs that outlive people
Everything we build comes with clear runbooks and handoff docs.