A working session in Miro with the people who do the work: current state, bottlenecks and the target process, ready to build.
Use Cases
Solutions
Miro Solution Partner | Madrid | English and Spanish
Most process work stalls between the workshop and the build. We run the workshop in Miro with your team, then build the result, so the board turns into a system that runs.
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WHAT HAPPENS AFTER THE BOARD:
100% of outreach automated in month one · Habihub: 4,000+ multichannel messages in the first month, with leads routed by country and agency.
40+ cases a day, under two minutes each · ExpertPericial: every new case created from email and documents, read with OCR and AI.
111 invoices validated with complete fields · Heliswiss: supplier PDFs turned into the accounting import without typing.
Full cases: see 📚 Client case studies in Resources
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WHY CLIENTS RATE US 5/5 ON MOST PLATFORMS:
We deliver what we agree · We stay on it until everything in scope works, edge cases included.
The people who do the work are in the room · The map reflects how work really moves, not the org chart.
Your team can run it · SOPs, templates and live training, so it doesn't depend on us.
From workshop to rollout · One partner for the map, the build and the adoption.
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WHAT WE DO IN MIRO:
🗺️ Process mapping · Current state, bottlenecks and the target process, mapped with your team
🧭 Service blueprints · Customer journeys and blueprints for operations and sales
📅 Planning boards · Roadmaps, quarterly goals and org design
🧩 Templates · Miro templates your team reuses after we leave
⚙️ The build · Manual steps on the map become automations in Make or n8n
📘 SOPs · The target process documented and handed over to the team
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HOW TO GET STARTED:
☕️ Free 30-minute call
→ We look at the process you want to fix and tell you how we would run the workshop
→ Good for: a process nobody owns, a reorg, or a quarterly plan
Book it: use the Book a free 30-min call button
1️⃣ Diagnostic 2️⃣ Planning 3️⃣ Build 4️⃣ Rollout 5️⃣ Follow-through
Each phase ends with a deliverable, and we're done when it runs without us.
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TRUSTED BY:
Roche • Volkswagen • IE University • Oxford • Yango • Fundación Lo Que De Verdad Importa • 200+ clients across Europe, Latin America and the US
"From day one they were a deeply committed team and helped us build out everything we wanted to implement. They understood with ease and built impeccably what we wanted to do."
The Optimal Flow is a B2B operations, automation and AI consultancy based in Madrid. We design the systems teams run on: process maps, workspaces, CRMs, automations and AI agents, and we train each team until it runs them without us.
We work in English and Spanish with companies across Europe, Latin America and the US, from startups to Roche and Volkswagen, and we are partners of Miro, Zapier, Make, n8n and other platforms we build on.
A working session in Miro with the people who do the work: current state, bottlenecks and the target process, ready to build.
The target process on the board becomes SOPs, a workspace and automations in Make or n8n, so the workshop ends in something that runs.
Goals, initiatives and owners on one board, reviewed every quarter, so leadership and teams plan from the same picture.