Process automation platform with AI
Design workflows that fit, connect them to your systems, decide who sees and approves what, and run Workix in the cloud or on your own infrastructure.
Workflows made to fit
Design the process as a diagram: the steps, who takes part and what the AI decides. Workix turns it into an app that runs on its own.
- Visual designDraw the process step by step: each step is a task, an AI decision or an approval.
- AI in every decisionIt validates documents, extracts data and decides with your rules, explaining why.
- People in the loopApprovals and exceptions reach the right person, with all the context.
- A request comes inWhatsApp · Email · Form
- AI validates itBudget · Policy · Catalog
- ApprovalFinance Department
- Order in the ERPPO-5531 recorded
Works with what you already use
It connects to your current systems to streamline every part of the operation.
- Ready-made connectorsCRM, ERP, email, WhatsApp, spreadsheets and databases.
- APIs and webhooksAnything without a connector integrates through an API, both ways.
- Nothing to replaceWorkix runs on top of your current systems; your team keeps its tools.
Secure collaboration
Bring in your team, customers and suppliers, each with their own access.
- Roles and permissionsDecide who sees, edits and approves every step and every record.
- Portals for outsidersCustomers and suppliers check and update only what is theirs.
- Full audit trailEvery action is on record: who, what and when.
Roles and permissions
| View | Edit | Approve | |
|---|---|---|---|
| Management | ✓ | ✓ | ✓ |
| Employees | ✓ | ✓ | |
| Customers | ✓ | ||
| Suppliers | ✓ |
Analytics and governance
Monitor the usage, consumption and performance of your solutions to decide with data.
- Usage and consumptionHow many runs, how much AI and in which areas, up to date.
- Performance by processCycle times, bottlenecks and automation rate.
- Risk-free versionsChange a process, compare it with the previous version and roll back if needed.
Operations dashboard
Example- Runs
- 12,480
- Automated
- 86%
- Cycle time
- −64%
Runs per week
- Purchasing4,210
- Finance3,180
- Human Resources2,040
Dedicated deployment
Run Workix on your own infrastructure, securely, flexibly and efficiently.
- Workix cloudStart in days, with no infrastructure to maintain.
- Your infrastructureDeploy in your cloud or on your servers when your data can't leave.
- Secure by designEncryption in transit and at rest, role-based access and regular audits.
Workix cloud
- ✓Ready in days
- ✓Automatic updates
- ✓Scales on its own
Your infrastructure
- ✓Your servers or your cloud
- ✓Data stays in
- ✓Full control
Frequently asked questions
Want to go deeper?
Our blog explains how to automate real processes, step by step (in Spanish).
Read the blog →
What kinds of processes can be optimized?+
Any digital process can be optimized, although not all of them can be 100% automated. Some need a person at certain steps, such as validating data, approving information or completing complex tasks.
How much technical knowledge do I need?+
Workix does not require advanced technical knowledge. We recommend moving step by step: start with simple processes before taking on the more complex ones.
How is data security guaranteed?+
We encrypt data in transit and at rest, enforce strict access controls, continuously monitor for suspicious activity and run regular security audits, following industry standards and best practices.
Is there a free trial?+
Yes. Workix has a 3-week trial period to try every feature of the platform.
How do solutions scale as my company grows or changes?+
Processes in Workix are easy to adjust when the way you work changes. Process versioning also lets you make the transition without stopping operations.
Book a free demo
Tell us which process takes up most of your time. We'll show you how it would run in Workix, with your rules and your tools.
Prefer to explore on your own? Find your solution →