Document processing automation
Extract, validate and route information from PDFs, forms, photos and emails.
AI workflow automation · Canada-wide
AI workflow automation for Canadian businesses.
We find the repetitive work slowing down your team, rebuild it using automation and AI, and manage the system after launch—without replacing the tools that already run your business.
Winnipeg-based. Built for established businesses. Designed around your existing tools.
BEFORE / AFTER · QUOTE REQUESTONE PROCESS
Same request. A better operating flow.
BEFORE · MANUAL
Inquiry sits in inbox
Employee opens files
Details copied by hand
Follow-up depends on memory
AFTER · OPSMITH
Inquiry captured
AI organizes details
Draft prepared for review
CRM + follow-up updated
Founder-led from review to launch
Process-first, not tool-first
Human oversight where it matters
Documented systems you can own
The operational friction
Your business has grown. Your processes haven’t.
The warning signs are familiar: work takes too long, information gets copied between systems and important follow-up depends on someone remembering.
01
Information gets copied between systems by hand.
A request arrives by email, then gets copied into several places before anyone can act.
02
Important work lives in inboxes, spreadsheets and people’s heads.
Customer context, documents and next steps are scattered across disconnected tools.
03
Your team moves information instead of acting on it.
People lose time finding, formatting and forwarding information instead of making decisions.
Common starting points
The familiar workflows—and the ones unique to you.
Documents, onboarding, customer quoting and reporting are common opportunities. They are examples, not the boundary of what can be built. Explore all business automation solutions.
Quote automation
Connect visualizers, intake, proposals, onboarding and follow-up into one reliable flow.
A system unique to your operation
We learn the exact process, exceptions and handoffs that make your business different, then build around them.
How bespoke automation worksA bespoke system in practice
From three hours of sales work to a hands-off qualified lead.
This was not a canned automation. It was a customer journey developed over several months around one supplier’s product, sales process and existing website.
BEFORE
Every lead required a custom mockup and hours of follow-up.
A building-material supplier spent roughly three hours creating a sample of each prospect’s logo on custom house wrap, preparing pricing and managing the email sequence.
WHAT OPSMITH BUILT
An AI-assisted visualizer, quote engine and follow-up flow.
Prospects could create their own branded house-wrap mockup on the supplier’s website. When they requested a quote, their visualizer selections moved directly into an instant quote and automated follow-up sequence.
AFTER
The salesperson enters at the moment people add the most value.
The mockup, quoting and follow-up run without manual preparation. The sales representative can focus on the final conversation and closing the opportunity.
THE OPERATIONAL CHANGE
3–4 hoursof manual work removed from each prospect sequence
Instantbranded mockup and quote experience for the prospect
One human stepthe final closing conversation
The transferable lesson: the biggest opportunity may be a process nobody sells as an off-the-shelf automation.
Free 20-minute consultation ↗Custom visualizer and quote automation case studyThe OpSmith process
Understand the business. Forge the system. Keep it running.
Every engagement begins with how work actually moves through your company—not with a favourite tool, trendy agent or generic template.
01 / INSPECT
Understand the current work
We map the workflow, systems, exceptions, customer experience and cost of keeping it manual.
02 / FORGE
Build the right system
We design, test and deploy a solution around the process, with human checkpoints and clear ownership.
03 / RUN
Improve what is live
Optional managed support keeps the system monitored, documented and useful as the business changes.
Founder-led work
Led by Terry Williams.
Before founding OpSmith, Terry served as Head of SEO at First Rank, where he focused on search strategy, customer intent and digital growth.
OpSmith is a separate venture built from Terry’s independent work in process analysis, AI-assisted workflow development and dependable system design.
Direct founder involvementBusiness and technical judgment togetherClear documentation and ownership
About Terry Williams and OpSmithBuilt for operationally busy teams
Different industries. Different processes. The same hidden friction.
OpSmith is a strong fit for established businesses with real volume, disconnected systems and a team that has outgrown workarounds. Explore AI automation by industry.
Construction automation
Quotes, job documentation, change orders and subcontractor follow-up.
Property management automation
Tenant requests, maintenance routing, inspections and reporting.
Logistics automation
Document intake, dispatch handoffs, status updates and exception handling.
Professional services automation
Client intake, proposals, onboarding, billing follow-up and knowledge work.
Based locally? Explore AI workflow automation in Winnipeg.
Questions worth asking
Practical automation, with guardrails.
The right system should make your business easier to run—not create a new thing only one person understands.
Will we need to replace our current software?
Usually not. OpSmith starts with the tools already in your stack and connects or improves the parts creating unnecessary manual work.
Do you only automate common workflows?
No. Documents, onboarding, quoting and reporting are common starting points, but the best opportunity is often a process unique to your business. We learn that process before recommending a solution.
Will AI make decisions without a human?
Only where the process is appropriate for it. Sensitive or consequential steps can include review queues, approval gates and clear fallbacks.
What happens when something fails?
Production workflows need logging, alerts and a recovery path. Monitoring and ongoing support can be included in the engagement.
Who owns what you build?
You receive documentation and a maintainable system your team can understand. OpSmith can continue to manage it, but you are not locked into something only we can operate.
How do we get started?
Book a free 20-minute consultation. Bring one process that feels slower than it should; we will determine whether there is a worthwhile opportunity to examine.
Where do you work?
OpSmith is based in Winnipeg and works with Canadian businesses remotely, with in-person workflow reviews available locally.
You do not need a perfect automation plan.
Bring one process that feels slower than it should. In 20 minutes, we’ll identify the likely bottleneck and whether there is a practical opportunity to improve it. No preparation required.