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Workflow Automation Services

Workflows that move work forward without anyone pushing.

Trigger-based automations that pass data and tasks between your apps, so leads, orders and approvals never sit waiting.

What you get
  • Process map
  • Automations that log every run
  • Alerts when something fails
Challenges we solve

The small manual steps that add up.

Challenge

New leads wait hours before anyone sees them

What changes

Leads routed to the right person instantly

Challenge

Status updates are copied between tools

What changes

Systems updated automatically when something changes

Challenge

Approvals get lost in email

What changes

Approval steps with reminders and escalation

Challenge

Automations break and nobody notices

What changes

Error alerts and run logs for every workflow

What's included

What we set up.

Process mapping

Walk through the workflow with your team and agree the rules.

  • Current steps
  • Triggers
  • Exceptions
Discuss this →

Workflow build

Build on n8n, Make, Zapier or custom code, whichever fits best.

  • Triggers + actions
  • Branching
  • Scheduling
Discuss this →

Lead and order routing

Send work to the right person or system automatically.

  • Round robin
  • Rules by region
  • SLA timers
Discuss this →

Approvals and notifications

Ask for sign-off and tell people what happened.

  • Approval steps
  • WhatsApp / email
  • Reminders
Discuss this →

Error handling

Retries, alerts and a clear log of every run.

  • Retries
  • Alerts
  • Run history
Discuss this →

Documentation

So anyone on your team can see what each workflow does.

  • Workflow docs
  • Owner list
  • Change log
Discuss this →
How we deliver

A clear process, with something to see at every step.

01

Identify

Map processes and pick the first use case.

You getUse-case shortlist
02

Prototype

Test the idea on real examples.

You getWorking prototype
03

Build

Connect to your systems with guardrails.

You getProduction workflow
04

Launch

Go live with human approval steps.

You getLive automation
05

Measure

Track time saved and accuracy.

You getMonthly report
Technology

Tools and platforms we work with.

We choose tools to fit your goals, team and budget, not the other way round.

AI models

OpenAIAnthropic ClaudeGoogle Gemini

Automation

n8nMakeZapier

Connects to

CRMsERPsWhatsApp Business APIGoogle WorkspaceZoho

Data

PostgreSQLVector databases
FAQ

Questions we hear often.

Have a different question?

Talk to someone who works on this every day.

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Which automation tool should we use?

n8n suits teams that want self-hosting and control, Make and Zapier suit quick setups. For critical, high-volume flows we write custom code.

Who maintains the workflows?

We can manage them for you, or document and hand them over to your team.

How much does running them cost?

Tool subscriptions depend on volume. We estimate running costs before building.

Can workflows include AI steps?

Yes. Classification, extraction and drafting steps can be added where they save time.

Start a conversation

Tell us what you want to build, automate or grow.

We'll connect you with the right Optimantix team.

1A short call to understand your goals
2A recommended approach and scope
3A clear plan before any work starts
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Tell us what you want to build, automate or grow. A specialist reads every enquiry and replies within one business day.