Automations & Workflows
The busywork runs itself.
Lead routing, appointment flows, approvals, follow-ups and document generation: the connective tissue that moves work between your tools.
- Trigger
- Score ≥ 80
- Calendar
- Sales team
- Length
- 30 min · 15 buffer
- Then
- Follow-up email
- Lead qualified · score 86
- Deal created · owner Priya
- Finding a slot · Sales team
- Approval requested
- Trigger
- Score ≥ 80
- Calendar
- Sales team
- Length
- 30 min · 15 buffer
- Then
- Follow-up email
- Lead qualified · score 86
- Deal created · owner Priya
- Finding a slot · Sales team
- Approval requested
Sample interface · illustrative data
- Saved every week
- Hours
- Copy-paste steps
- 0
- Connected flow
- 1
Overview
The work between the work, copy-pasting between tools, chasing approvals and sending the same follow-up, quietly eats your team’s week. Minutrix wires it into automated workflows across your CRM, calendar, email and docs, so the routine runs itself and people do the work only they can.
Every piece built around the outcome.
From one prompt to something running, in days rather than quarters.
- 01
Map the flow
We trace how work actually moves today, and where it stalls.
Flow mapped · 6 steps - 02
Wire the tools
Connect the systems and define the rules, approvals and triggers.
Wired · CRM, Calendar, Email - 03
Let it run
The routine executes itself while your team handles the exceptions.
Running · 24 today
Where it fits
- 01Lead routing & assignment
- 02Approval workflows
- 03Appointment & reminder flows
- 04Quote & contract generation
- 05Onboarding sequences
- 06Cross-tool data sync
The rest of the layer
Each service is one part of the connected system Minutrix builds and runs.
- AI Voice AgentsAnswer, qualify and book, 24/7.ExploreMRMaria R.Inbound · New patient enquiry02:14PositiveCalls today31218%Time to answer0.8snever missedBooked8412Call activity24h0006121824Recent callsView all
- Maria R.New patient enquiryBooked3:12
- Dev P.RescheduleResolved1:48
- Hannah K.Billing questionTransferred4:05
- Omar S.After-hours callCallback0:56
Appointment bookedThu · 3:30 pm · Dr. Shah - Website ChatbotsOn-brand answers, leads captured 24/7.ExploreBright SmileBookFamily dentistry · Leeds
Gentle dentistry, booked in minutes.
Book a visitOur prices4.9from 1,200 patient reviewsCheck-upsFrom $45WhiteningFrom $45EmergencyFrom $45Lead capturedSam K. · Sat 10:00 · sent to CRM - Internal CopilotsInstant answers from your own data.Explore
What’s our refund window for trade accounts?
Trade accounts can request a refund within 30 days of delivery, as long as goods are unused 1. Refunds over $5k also need finance sign-off 2.
Draft replyOpen policyFollow upRefunds approved this monthWho signs off over $5k?Ask anything about the business…
Ready for Automations & Workflows that actually run?
One prompt in. A connected business out, and Minutrix keeps it running.