Processes

A process is a repeatable way of doing something — client onboarding, a monthly close, a renewal — captured once so it runs the same way every time, no matter who kicks it off. Instead of the steps living in one person's head, they live in mente, ready for anyone on the team to run.

What you can build

• Client onboarding — collect details, create the records, send the welcome packet, schedule the kickoff.
• A renewal workflow — pull the account, generate the quote, draft the outreach, set the follow-ups.
• A monthly reporting routine — gather the numbers, build the report, share it with the team.
• An intake process — turn a new lead or request into the right records and tasks automatically.

Why it helps

• Consistency. Everyone follows the same steps, so nothing gets skipped.
• Shareable. Package the process once and hand it to your team — they get the workflow and everything it needs, with the right access, in one move.
• Less to remember. The process carries its own instructions, so people don't have to memorize a checklist.

Kicking one off

You don't have to remember how a process starts, or retype anything. Open the process in the web app and press Run in your AI client. A small panel shows you the exact prompt first, and one click copies it — paste it into Claude, Cursor, or whichever assistant you already work in, and it picks up the process, loads its instructions, does the work, and logs the run when it's done.

The same button sits on every saved set of instructions in your workspace — the ones listed under Skills — so you can kick off a single step on its own the same way.

mente doesn't run the process itself; your assistant does. The button just hands your assistant everything it needs to start, so nothing is lost between the web app and the conversation where the work actually happens.

Try it

Set up an onboarding process for new clients: add them to our roster, create an account-history note, generate a welcome packet from our template, and create a task to schedule the kickoff call. Then run it for our newest client, Beta LLC.

Later, anyone can run it:

Run our client onboarding process for Gamma Inc.

Related

Processes tie together collections, notes, templates, and tasks — and sharing controls who can run them.