Turn hours of repetitive work into minutes
Production workflow automation for operations, finance, and customer teams. Workflows that run reliably, route work to the right person, and keep humans in control where it matters.
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Why Softmax for Workflow Automation
Anyone can install n8n. The difference is knowing which workflows to build, how to optimize them, and what to do when AI is involved.
We design and optimize, not just install
We synthesize complex workflows into systems that actually run—because we've done business + tech consulting for years.
We've spent years helping companies draw insights from messy processes, synthesize the key pieces, and turn them into systems that actually work. We're not tool installers—we're the people who figure out which workflow to build first and how to make it stick.
AI is our main strength
When your workflow needs an agent to process information, we know how to make it work—and not waste your token credits.
Modern workflows often need AI: an agent to read documents, classify inputs, or draft responses. We know how to program it, debug it, and optimize it so you're not burning tokens on bad prompts. This is our main thing—not a side skill.
Production experience, not just demos
We have stories to tell and scars to show—real workflows running in production for real companies.
We've shipped workflows that run daily, handle edge cases, and don't break when someone sends a weird input. We have the scars to prove it—and the case studies to share.
What Workflow Automation really means
Workflow automation isn't "add a chatbot." It's taking a real process—steps, exceptions, approvals—and making it run consistently.
Messy Inputs
Turn unstructured inputs into well-defined tasks with clear owners
Route Intelligently
Send work to the right owner with the right context automatically
Approvals Where Needed
Human gates for decisions that carry risk or need judgment
Automatic Follow-Through
No manual chasing—tasks complete without heroics
What We've Built
Sales & Marketing Ops
Revenue team automation
Lead management, follow-ups, meeting notes → tasks, and content drafting with human review.
Automate the repetitive work that slows down revenue teams: lead scoring, enrichment, reminders, and structured task creation from meetings.
Predictable Revenue—automated BDR workflow: meeting notes → structured summaries → tasks synced to boards with owners, due dates, and automatic progress digests.
Finance & Accounting Ops
Back-office automation
Invoice processing, expense workflows, reconciliation support, and exception alerts.
Remove manual effort and reduce errors in back-office processes with monitored, auditable workflows.
Invoice verification workflows with automatic exception flagging and approval routing.
Lead Generation & Intelligence
Web agents + workflow
Monitor external sources, detect opportunities, and route early-stage leads automatically.
Combine web agents with workflow automation to monitor sources your competitors miss.
Allied Electrics—web agent monitors county/municipal meeting minutes, detects public projects, and turns minutes into early-stage leads so the team can engage RFPs sooner.
Where we've shipped Workflow Automation
Automated the execution layer after meetings: pulling transcripts from Zoom, extracting action items with ownership, drafting follow-up emails, syncing tasks to project boards with owners and due dates, and auto-scheduling next meetings.
Built a workflow that monitors municipal and county government meeting minutes. When new minutes are published, the automation downloads them, uses LLM to analyze for relevant projects (new buildings, infrastructure), and routes opportunities to business development for early RFP engagement.
Automated data enrichment pipeline that deduplicates, normalizes, and verifies contacts across compliant sources. Lead scoring and routing automation pushes prioritized accounts to sales daily with nightly refresh cadence.
References and deeper examples available on request.
What we ship
Installed, running workflows—not tool setups your team has to figure out.
All deployments include:
How we work
Strategy
Pick the workflow with the highest ROI, define success, and map the real process (including exceptions).
Build
Ship quickly, then harden: approvals, logging, monitoring, rollback, and edge cases.
Launch
Deploy, document, and make it ownable—so it runs without heroics.
Start here
Book a discovery call and we'll confirm:
- Which workflow has the highest ROI
- Where approvals/controls belong
- The fastest path to a production workflow
Not sure where to start? Get a free AI snapshot →