Our agency will audit your workflows and deliver an automation roadmap

Top 5 Notion Consulting Partner, Certified Consultant
Vetted by Fiverr Pro
TheOptimalFlow was selected by the Fiverr Pro team for their expertise.
Vetted for
Project Management
About this Gig
At The Optimal Flow we tell you which of your processes are worth automating and, more usefully, which are not.
Most automation projects fail before they start, by automating the loudest process instead of the most expensive one. The result is an elegant workflow that saves twenty minutes a month, and the manual chaos that actually costs money still running untouched.
Who this is for
- Teams who know they should automate and do not know where to begin
- Companies who tried already and got workflows nobody uses
- Operators building a case for budget who need numbers, not opinions
What you get
- A map of your current workflows, including the ones nobody documented
- Hours and cost attached to each, so the ranking is arithmetic and not taste
- A prioritised roadmap: what to automate first, what to fix manually, what to leave alone
- Tool recommendations with real pricing, including when your current stack is fine
- A walkthrough where you can push back on every conclusion
Some audits end with us recommending you automate two things and forget the rest. That is a successful audit.
Clients We’ve worked with
Roche
Health Organization
Training in Notion, as well as building spaces for the Digital Innovation team.
Mar 2024
FAQ
What do you need from us to run the audit?
Access to see how things currently work, and 45 to 60 minutes with the person who actually does the process rather than the person who designed it. Those are usually different people and that gap is where most of the findings are.
What if the audit says our processes are fine?
Then we say that. You will have paid for a clear answer and a map you did not have, which is cheaper than six months of building automations you did not need.
Do you only recommend tools you sell?
No. Sometimes the honest recommendation is that your current stack is fine and the problem is process, or that a 20 dollar tool solves it. We will say so even when it costs us the follow up project.
Can this turn into the implementation?
Yes, and Audit and Build already includes the top three. For anything larger, the roadmap is scoped so you can execute it with us, with your team, or with anyone else.

