Key Benefits
Why Scaling Startups Trust Us to Automate Their Operations:
Order Management & Fulfillment Flows
Automate everything from order confirmations and shipping labels to delivery updates and return handling — using tools like Shopify, Shiprocket, Pickrr, and your 3PL APIs.
Smart Inventory Automation
Sync stock levels across warehouses, alert teams on low-stock SKUs, automate reorders, and avoid overselling — with systems like Zoho Inventory, QuickBooks Commerce, or Odoo.
Payments, Invoicing & Reconciliation
Automate invoice generation, payment verification, failed transaction flows, and sync all payment events across Razorpay, Stripe, Cashfree, PayPal, and accounting tools like Zoho Books or Xero.
Customer Support & Internal Alerting
Auto-route support tickets by issue type or priority, trigger WhatsApp responses for FAQs, and push Slack/Email alerts for escalations — using Zendesk, Intercom, Zoho Desk, or Freshdesk.
HR, Compliance & Admin Workflows
Streamline onboarding, approvals, time-off requests, leave tracking, payroll data sync, and internal HR reporting — with Zoho People, BambooHR, Workday, or GSheets-based workflows.
What’s Included
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Full audit of existing ops stack and friction points
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Tool-to-tool integrations via secure APIs or middleware (Make, n8n, Zapier)
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WhatsApp & Slack-based alert systems
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Custom internal dashboards for order/inventory/payment tracking
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SOPs and fallback flows for business continuity
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Optional automation support retainer
What We’ll Need From You
To build your custom workflows, we’ll request:
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Access to your existing ops tools (e.g., Zoho, Razorpay, Shiprocket, Sheets, etc.)
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A walkthrough of your current processes (even if broken)
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Output formats you rely on (invoices, reports, Slack/WhatsApp alerts)
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Calendar access (if reminders, rebookings, or time-triggered actions are needed)
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POC for approvals and testing
Our Process
1
Discovery & Workflow Audit
We map your order, payment, inventory, and support flows — across tools.
Workflow Design
We design step-by-step logic maps with automation triggers, fallback paths, and internal handoffs.
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3
Implementation & Integration
We connect APIs, set up Make/Zapier/n8n flows, configure bots, alerts, and dashboards.
QA & Launch
We simulate real-world usage, test for breakpoints, and finalize documentation + team handoff.
4
Client Testimonials
— Aman V., Ops Head, D2C Brand
"Our order management involved 3 tools, 2 people, and a lot of manual chasing. Now it’s 100% automated — from label generation to delivery updates. We didn’t even need to switch tools."
— Sneha R., Finance Lead
"We had constant payment issues — missed verifications, duplicate entries, failed follow-ups. The Optez team built Razorpay + Zoho Books + Slack automation. Now, finance doesn’t chase — they close."
— Shantanu D., People Ops Manager
"Our HR onboarding was a mess of forms and approvals. They built a Zoho People workflow with auto-alerts and document uploads. Hiring new people doesn’t feel like a fire drill anymore."
— Nikita J., Supply Chain Lead
"Before automation, we’d find out about stock-outs after angry emails. Now we get low-stock alerts, reorder triggers, and warehouse syncs — it just runs silently in the background."
FAQs
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What kind of operations can you automate?
We focus on high-impact, repeatable workflows across:
Order management
(from order confirmation to delivery sync)
Inventory updates & stock alerts
Payment verification & failed payment flows
Invoicing & reconciliation
Customer support routing (ticketing, chat, WhatsApp)
HR ops (recruitment, onboarding, leave tracking)
Internal alerts, reporting, and compliance checks
If your ops run on spreadsheets, email threads, or isolated tools — we likely can automate it.
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Which tools do you integrate with for operations workflows?
We build automations using tools like:
-Inventory & Orders:
Zoho Inventory, QuickBooks Commerce, Unicommerce, Odoo
-Payments & Accounting
Razorpay, Stripe, Cashfree, PayPal, Zoho Books, Xero
-Support:
Zendesk, Freshdesk, Zoho Desk, Intercom
-HR & Compliance:
Zoho People, BambooHR, Workday, Google Forms
-Dashboards & Alerts:
Google Sheets, Data Studio, Slack, WhatsApp
-Automation platforms:
Make.com, Zapier, n8n, AWS Lambda (if needed)
If your tool isn’t listed but has an API or webhook, we can usually work with it.
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Can you automate order updates and shipping notifications?
Yes. We integrate your store or backend (Shopify, WooCommerce, custom) with platforms like
Shiprocket, Pickrr, NimbusPost, or Delhivery, and automate:
-Order confirmation
-Tracking ID assignment
-Shipping status updates via WhatsApp/email
-Internal Slack alerts for failed shipments or returns
These flows are built using either API webhooks or middleware like Make.
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Can we automate payment verification and invoicing?
Absolutely. We connect payment gateways (Razorpay, Stripe, Cashfree) to tools like Zoho Books, QuickBooks, or Google Sheets to:
-Auto-generate invoices
-Flag failed transactions
-Trigger WhatsApp/email reminders
-Notify the finance team in Slack
We also set up GST-compliant invoice templates and sync reconciliation reports.
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Is inventory automation possible across multiple warehouses or channels?
Yes. We create sync flows between your e-commerce platform (e.g., Shopify), inventory software (Zoho Inventory, Unicommerce, etc.), and warehouse systems.
We can automate:
-Low-stock alerts
-Auto-reorder notifications
-Multi-warehouse SKU management
-Stock-level syncing across platforms
These flows prevent overselling and reduce manual stock tracking.
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Can you automate internal workflows for HR or support teams?
Yes. We help automate:
-New hire onboarding (form > database > approval > access provisioning)
-Leave tracking and approvals (Google Form + Sheets + Slack workflows)
-Support ticket triage (auto-route tickets by issue type, priority, or agent)
-WhatsApp + email response flows for FAQs
These workflows free up human bandwidth and standardize operations.
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Do we need to migrate everything to new tools to use automation?
Not at all. We work with your existing stack — even if it includes Google Sheets, legacy CRMs, or hybrid workflows. If a tool doesn’t offer native automation, we use APIs or middle layers (Make, n8n) to connect the dots.
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Is there a fallback if an automation fails mid-process?
Yes. Every critical flow includes:
-Error catchers (e.g., if API fails or data is missing)
-Retry logic
-Fallback notifications (Slack, WhatsApp, or email alerts)
-Optional backup logs in Sheets or Airtable
This ensures no workflow breaks silently — and critical actions are always flagged.
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How long does setup usually take?
It depends on complexity:
-Single-process automation (e.g., order updates, WhatsApp alerts): 3–5 working days
-Multi-system workflow with 3+ tools (e.g., payments → accounting → reporting):7–12 working days
We scope the timeline clearly after the discovery call and break down each deliverable.
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What kind of dashboards or reporting do we get?
We build:
a) Ops dashboards using Google Sheets or Data Studio
b) Live logs of inventory, orders, or payments (e.g., for reconciliation or audits)
c) Alert systems that notify key stakeholders when action is needed
If you need KPIs visible to specific departments, we can segment views per role or use Airtable + permissions
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Can these automations scale as our team or tools grow?
Yes. The automations are built modularly — so you can:
-Add more tools (e.g., new payment gateways, shipping partners)
-Scale WhatsApp outreach across agents
-Extend dashboards or reporting
-Automate new roles or teams without breaking existing logic
We also document each flow and offer optional monthly support for scaling or optimization.
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How secure is this data flow?
We use secure API tokens, HTTPS webhooks, and OAuth wherever applicable. No data is stored unnecessarily, and all credentials are either stored via automation platform vaults (Make, Zapier) or encrypted in .env files for custom logic.
GDPR and compliance-safe setups are available for regulated industries.
Ready to Automate & Scale?
Let’s Get Started!
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