Build AI workflows for follow-ups, CRM updates, prep briefs, and weekly recaps. Trigger them after a meeting, on a schedule, from a record change, or a Slack message.
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Create offerOffer createdDescribe the trigger, the result, and the tools in plain language. AI assembles the workflow in minutes; you review the visual steps, test once, and decide when it should run.
"Every weekday at 8:00, find enterprise opportunities with no activity for 14 days. Research each account, draft the next best action, and post a sourced brief in Slack."
Run a complex task once with the agent. If it works, save it as a recurring workflow with one click.
For admins and power users, open the visual builder to inspect steps, conditions, branching logic, and triggers in detail.
Describe the trigger, result, and tools in plain language.
Optiverse assembles the steps for you to review, refine, or approve.
A meeting, schedule, record change, or Slack message can trigger it.
Repeat the admin work you already know, turn an unusual internal process into a workflow, or start from signals that have nothing to do with meetings.
When a meeting ends, update the CRM, create the tasks, draft the follow-up, and notify the right people without rebuilding the process each time.
Describe the exception, policy, and desired outcome in your own words. Optiverse turns that explanation into a workflow your team can inspect and refine.
Start from a schedule, a CRM change, a form, a webhook, or a manual request. Research accounts, triage requests, prepare reports, and coordinate work across tools.
A workflow step can do more than call an API. It can run an agent that researches, branches, uses MCP-connected tools, and returns a sourced output for the next step.
Shape the workflow, test every proposed write, activate it with explicit permission, and inspect a step-by-step log after every run.
Control who can use, build, and manage workflows, and define which tools each team is allowed to access.
Optiverse is a Swiss company. Workflow inputs, tool actions, and outputs stay governed by your workspace controls, with Swiss hosting by default and on-premise available.
Structured meeting detail now lands where the team works, so CRM discipline and follow-up stop depending on manual spreadsheets.
“Optiverse makes us more efficient and more effective. Every client conversation now turns into usable deal context.”
No. You describe the outcome in plain language, review the generated flow, and test it before recurring execution goes live.
Yes. Teams can review and test a workflow before turning on recurring execution.
Yes. Runs are fully auditable, so operators can see what the workflow did and which sources it used.
The workflow layer inherits governed context, approved connectors, and permission-aware source access. Automation should not widen who can see or use the underlying meeting data.
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Talk to the Optiverse team about team-level workflows. For complex toolchains and deeply integrated compliant processes, customers on any plan can request Automation Engineers to configure operators and agents with them.
