A form submission arrives. Someone copies it into the CRM, assigns an owner and sends a confirmation. We turn that sequence into a workflow your team can follow and maintain.
Hire us to repair a failing Zap, connect an app through webhooks or an API, or build a multi-step workflow. Typical jobs include lead routing, order processing, billing updates and passing customer details from sales to delivery.
Before building, we decide which app owns each field and what should happen when data is missing or a step fails. We test duplicate submissions and other exceptions with you, then document how to check a run and recover it.
Where AI helps, we give it a specific job, such as extracting fields from a document or classifying an incoming request. We define where a person needs to review its output.
Bring a repetitive task or a broken Zap to the first call. We'll work through the trigger, the apps involved and the result you need.
Went above and beyond
Everything we have asked for so far was delivered fast and better than we even planned for. We have a super CRM with automated workflows for our Agency inside of Notion now thanks to Juan Andres!
Totally recommended
The service was very good — they resolved every question and issue that came up along the way, including automation challenges, until everything agreed upon was fully delivered. Totally recommended.
Very happy
We needed training in digital systems as well as help with our workspace and automations. The Optimal Flow not only delivered on this but integrated as part of the team to make sure everyone was comfortable using the tool, the dashboards, and the automated workflows in their day-to-day. We are very happy.
One of our best investments
Juan Andrés has completely transformed our operational management. By centralizing orders and clients in Notion and automating stock reports and delivery notes, they freed up countless hours of weekly work (and eliminated human errors). One of the best investments we've made!
A productivity boost for our association
The Optimal Flow team has multiplied our association's productivity. Before, it was a mess: files in Drive, conversations in WhatsApp... Now the team knows where to find documentation and the status of each task. Additionally, integrating automations has taken us to the next level, freeing us from administrative work so we can focus on what matters. Eternally grateful!