Automate the admin work of running a coworking or flex space, so a lean team can run more without hiring. Optix operators save an average of 53% of their daily administrative time.
Run your flex space on autopilot
Take back your time with Automations
Optix is the only coworking software offering end-to-end automation so you and your team can put all of your manual, repetitive tasks on auto-pilot.
That way, you can reinvest your time into building community, improving your business, and providing an exceptional experience for your members.
Why Automations Matters For Your Business
Eliminate busywork so you can focus on members
Stop chasing repetitive admin tasks. Automations handle scheduling, billing, and reminders for you—saving hours every week. Free up your team to focus on building community and growing your space.
Turn workflows into revenue drivers
Automations don’t just save time—they help you earn more. From automatically charging late fees to nudging members toward add-ons, Automations maximize every opportunity to boost your bottom line.
Delight your members with ease
Automations make every interaction feel effortless. From personalized onboarding sequences to timely follow-ups, your members stay engaged, supported, and delighted—without extra work from your team.
Simplify operations. Amplify results.
53%
time saved100,000+
automated actions<2
minutes to complete20+
hours a week savedSee what all the hype is about
Enhance
communication
If somebody creates a drop-in booking from a Web Widget, I have to let them know they need to download the app to open the front door. Being able to automate that communication thanking them for making a booking and asking them to download the app will be super helpful.
Simplify
member management
One of the greatest benefits of Automations for KWENCH is streamlining all of our processes for our front desk staff, then being able to utilize that time to connect with our community.
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Empower
users
Right now I’m answering emails outside of work hours when someone in the community needs something. Automations means I won’t have to do that.
Deliver
consistent experiences
Automations allows us to continuously improve certain things even if they're the tiniest thing. As an owner, as we increase automations or add another one, I'm making everyone else's job easier.
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Streamline
internal processes
We like that there's a way to assign certain tasks to certain team members. All past due invoice notifications come to me, all day pass notifications go to our community manager…we like that a lot.
Run
3 locations
There's only one person in this business, which is me now, and three locations operating efficiently. Good attendance, good revenue, good membership signups. A lot of it is attributed to Optix Automations.
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Onboard
new users
The biggest area we were excited to dive into was building a robust onboarding and offboarding set of automations. Those are two very core processes for us, and we’re excited to see how we can start automating them.
Empower
community managers
I love how easy Automations is and how simple it is to just drag all those boxes in. I think the way it’s created is amazing and it makes it a really streamlined process for first of all, figuring it out, but second of all, creating them.
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Automate
everything
We're going to double our capacity this fall. Optix is making it simple for us to be able to scale.
Automate the everyday
Run your coworking or flex space without the manual grind. Automations handles the details so operations stay smooth and effortless.
Robust customization
Create custom automations based on triggers and actions you define
Best-practice Templates
Select from a variety of best-practice templates to get started quickly
Comprehensive triggers and actions
Create 1,000+ different automations using triggers, actions, conditions, and delays
24/7/365 sending
Automations run in the background so you don’t have to
Customized emails
Customize emails sent in Automations to support your marketing campaigns
Complete enrollment history
See who has been enrolled, at which step, and when
FAQ
Automations is an operational layer that sits on top of the Optix platform. It enables operators to create automations for many of the manual tasks they perform in Optix each day including sending message reminders, following-up on invoices, upselling products, and more.
Automations+ is an Automations subscription tier that unlocks access to premium triggers and actions, additional action limits, and pay-per-action. Automations+ starts at $99/mo per location.
Here are a few examples of automations that you could run in Optix.
- Welcome and onboard new users: When a new active user joins by an admin, your mobile app, or sign-up widget, automatically send a welcome email and create a task with an onboarding checklist attached. If the user has not downloaded your app after one hour, send a reminder to download the app.
- Begin the offboarding process: When a user is manually enrolled by an admin, send a message confirming their exit and create a task with an offboarding checklist attached.
- Follow-up after a tour: One day after a tour booking date, if the account type is still “lead”, send an email inviting feedback on the tour experience and create a task for you or your admin to follow-up with the opportunity.
Getting started with automating your coworking and flex space operations is easy. If you’re an Optix client, navigate to the Automations tab in your admin dashboard and select a Recipe to get started quickly and easily.
If you’re not an Optix client, you can book a demo with a member of our team and start your free trial of Optix.
Automations is free for all Optix clients on Essentials plans or above. Automations+ is available at an additional cost.
Optix combines membership plans, billing, desk and room booking, a branded member app and door access in one platform, so an operator running a space alone is not stitching several tools together. Essentials starts at $197 per month billed yearly and covers 50 active users at one location.
Automate the work that happens on a schedule rather than on demand. In Optix, renewals, invoicing, payment retries, member onboarding and access permissions run without anyone opening the dashboard, so a one or two person team can cover a site that would otherwise need more.
Optix handles the administrative workflows that repeat in a shared office: issuing invoices, chasing failed payments, onboarding new members, granting and revoking door access, and renewing plans. Each runs on its own rules rather than waiting for somebody to remember it.
Optix automates the admin work that repeats: renewals, invoices, failed payment chases, member onboarding and door access changes. Optix operators save an average of 53% of their daily administrative time, which is what makes a second hire avoidable as a space grows.
Optix carries all four. Desk and room bookings, invoicing and payments, door access through Kisi, Salto and IronWiFi, and a branded member app sit in the same platform, so a booking can trigger access and an invoice without a second system in between.