What Automations Can Do For You

Automate manual tasks in your coworking space

Save time by automating recurring manual tasks

Coworking and flex space operators can save over 50% of their time by creating automations for manual recurring tasks. Setting up an automation takes less than five minutes and can help you get hours of time back each week. 

Automate manual tasks in your coworking space

Improve efficiency with automated workflows

Automations can run 24/7 so you don’t have to. Member onboarding, invoice reminders, and tour follow-ups can all be automated and can happen at any time of day, making Automations your most productive team member at a fraction of the cost.

Automate manual tasks in your coworking space

Elevate the experience for your members and team

Delight members in the right moments, automatically. With Automations, your team can spend less time with technology, and more time connecting with members. We’ll be here to support you every step of the way.

Increase operational efficiency

53%

time saved

100,000+

automated actions

<2

minutes to complete

20+

hours a week saved

See what all the hype is about

Put manual tasks on auto-pilot

Automations is designed to make running your coworking or flex space business a breeze
Robust customization

Robust customization

Create custom automations based on triggers and actions you define
Best-practice Recipes

Best-practice Recipes

Select from a variety of best-practice templates to get started quickly
Comprehensive triggers and actions

Comprehensive triggers and actions

Create 1,000+ different automations using triggers, actions, conditions, and delays
24/7/365 sending

24/7/365 sending

Automations run in the background so you don’t have to
Customized emails

Customized emails

Customize emails sent in Automations to support your marketing campaigns
Complete enrollment history

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 $59/mo depending on your Optix plan.

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.

Connect with a member of our team today. Get a free demo