AI Automation for Back-Office Teams

Automate the repetitive work slowing down your operations

Motix builds practical AI automation systems for finance, operations, sales, support, and admin teams. We connect your tools, clean up manual workflows, and help your team save hours every week without adding more headcount.

Back Office Automation Flow Running
Trigger New request
Extract Read data
Classify AI sort
Validate Check rules
Match Compare records
Route Send approval
AI Agent Decide next step
Notify Slack / Email
Sync Update systems
Log Audit trail

Integrates with the tools your team already uses

Triggers

Start automations from emails, forms, webhooks, files, CRM updates, payment events, or scheduled checks.

Workflows

Turn messy manual processes into reliable step-by-step systems with routing, approvals, AI decisions, and error handling.

Actions

Extract data, update tools, send alerts, create tasks, generate reports, draft replies, and sync records automatically.

What we
automate

AI Workflow Development

We build custom AI-powered workflows that handle repetitive admin work across your existing tools. From intake forms and emails to approvals, CRM updates, reporting, and notifications, we turn manual steps into automated systems.

Invoice & Document Automation

We automate document-heavy workflows like invoices, receipts, contracts, purchase orders, and internal forms. AI extracts the important details, validates the data, flags issues, and sends the information to the right system or person.

CRM & Sales Ops Automation

We help sales and operations teams keep their CRM clean and up to date. Automations can enrich leads, summarize calls, draft follow-ups, update deal records, create tasks, and notify reps when action is needed.

Support & Internal Request Automation

We build AI systems that classify requests, draft responses, route issues, and escalate urgent cases. This works for customer support, internal helpdesks, HR requests, finance questions, and operations tasks.

Reporting & Data Sync

We connect scattered tools and spreadsheets into automated reporting workflows. Your team gets cleaner data, fewer manual updates, and recurring reports delivered automatically to Slack, email, dashboards, or spreadsheets.

n8n Workflow Builds

We design and build reliable n8n automations with APIs, webhooks, AI steps, error handling, retries, logging, and human approval points. The focus is not just making workflows run — it is making them dependable.

Maintenance & Optimization

After launch, we monitor workflows, fix issues, improve prompts, add new steps, and keep automations aligned with your business process as it changes.

How It Works

01
📋
🔍

Discover

We map your workflow, tools, pain points, and repetitive manual steps. The goal is to find where automation can save the most time without disrupting how your team already works.

02
🧪
📊

Build

We create the automation using AI, n8n, APIs, approvals, and error handling. Every workflow is tested with real examples before launch.

03
Status: Deployed
Updating: v2.1

Launch & Improve

We deploy the workflow, monitor how it performs, fix edge cases, and improve it based on how your team actually uses it.

Built for teams that run on repetitive workflows

Example automations

Finance / Accounting

Invoice Processing Workflow

A workflow that monitors an inbox for new invoices, extracts vendor details, amount, due date, and invoice number, checks for missing data, routes the invoice for approval, and updates a tracker or accounting system.

Tools: Gmail, OCR, OpenAI, Google Sheets, QuickBooks, Slack, n8n

Sales Ops

CRM Cleanup & Follow-Up Automation

A sales ops workflow that enriches new leads, updates CRM fields, summarizes call notes, drafts follow-up emails, and reminds sales reps when a deal has no next step.

Tools: HubSpot, Gmail, OpenAI, Slack, Google Sheets, n8n

Operations / HR / IT / Admin

Internal Request Router

A workflow that receives internal requests from a form or Slack, uses AI to classify the request, sends it to the right person or department, creates a task, and tracks status until resolved.

Tools: Slack, Airtable, Notion, ClickUp, OpenAI, n8n

Customer Support

Support Ticket Triage

An AI workflow that reads incoming support tickets, detects urgency and category, drafts a response, routes escalations, and updates the customer record.

Tools: Zendesk, Intercom, Gmail, OpenAI, Slack, CRM, n8n

Let's find the manual work your team should not be doing anymore

Tell me what your team is doing manually. I'll help you identify what can be automated, what should not be automated, and where AI can create the fastest ROI.

Most projects start with a workflow review. We look at your tools, repetitive tasks, bottlenecks, and current process. From there, you get a clear automation plan and, if there is a strong fit, we build the first workflow.

Not sure what to automate first?

Start with an automation audit. We'll review your workflows and identify the highest-value automation opportunities in your back office.

Book an Audit