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OPTINX
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Workflow Automation

Coordinate and execute multi-step business processes across email, documents, APIs, databases, CRM, ERP, approvals, and humans — powered by Quazz.

The Problem

Multi-step business processes span disconnected systems with manual handoffs, data silos, and lost context.

Current Workflow

1

Manual process execution

Steps performed manually across multiple systems

2

Email-based handoffs

Context lost between steps, no tracking

3

Spreadsheet tracking

Status tracked manually, often stale

4

No audit trail

Can't reconstruct what happened when

OPTINX Approach

1

Process modeling

Visual workflow designer with BPMN support and simulation

2

Trigger detection

Event-driven initiation from webhooks, schedules, emails, or DB changes

3

Step orchestration

Parallel/sequential execution with retries, timeouts, and compensation

4

Human-in-the-loop

Role-based approval routing with escalation timers and delegation

5

State persistence

Checkpointing and crash recovery with exactly-once semantics

Architecture

1

Triggers

WebhooksSchedulesEmail eventsDB changesAPI calls
2

Quazz Runtime

Step orchestrationState persistenceRetry logicCompensationHuman approvals
3

Integrations

REST/GraphQL APIsDatabasesEmailDocument storageCRM/ERP
4

Observability

Execution tracesPerformance metricsAlertingReplay capability

Governance & Security

Human Approval Points

Multi-step approvals with configurable thresholds
Escalation timers with automatic routing to backup approvers
Delegation support for absent approvers

Security Considerations

RBAC for process execution and approval
Encrypted state persistence
No credentials in process definitions
Full audit trail with decision provenance

Potential Outcomes

Potential outcomes based on architecture and approach. Actual results depend on integration depth and data quality.

Cycle Time

Automated orchestration reduces end-to-end duration

Potential

Error Rate

Eliminates manual handoff errors

Potential

Visibility

Real-time status for all in-flight processes

Potential

Compliance

Complete audit trail for every execution

Potential