Custom workflow automation

Invest less. Get more.

Manual work is costing you more than you think. Automate it once. Get the return every day.

Rumbi builds custom workflow automations that cut repetitive work, reduce costly mistakes and pay for themselves, so every hour and dollar goes further. No developer to hire.

  • Fixed quotes
  • Built around your tools
  • Pays for itself
How a custom workflow automation works. Every workflow we build is designed around your business.

The problem

Busywork is quietly eating your margins.

Most small and medium-sized businesses run on copy and paste, spreadsheets and someone remembering the next step. Every manual hour is an hour not spent on customers, growth or the work that actually pays.

How it works today

Manual, disconnected and costly

  • Hours lost to repetitive tasksData entry, invoices, reports and status updates done by hand, every week.
  • Tools that don’t talkYour CRM, accounting, email and spreadsheets each hold part of the picture.
  • Mistakes and reworkRetyping the same details invites errors that cost time and money to fix.
  • Things fall through the cracksFollow-ups, handoffs and requests depend on someone remembering.

With Rumbi

Automated, connected and efficient

  • Time back every weekRepetitive steps run on their own, so your team focuses on higher-value work.
  • One connected systemInformation moves between your tools automatically, always up to date.
  • Fewer errorsAutomations do it the same way every time, without typos or missed steps.
  • A clear returnEvery automation is scoped around the time and money it saves you.

Across your business

Automation for every part of your business

If a task is repetitive and follows the same steps, it can usually be automated. A few examples by team:

Operations

Scheduling, job tracking, purchase orders and status updates that run themselves.

Job marked done → invoice, review request and next appointment scheduled

Finance & admin

Invoicing, expense capture, payment reminders and bookkeeping handoffs.

Receipt emailed in → details extracted by AI → added to your books

Sales

Lead capture, routing, quotes and follow-ups, with everything logged in your CRM.

New lead → right salesperson alerted → follow-up scheduled

Customer service

Request sorting, instant acknowledgments and drafted replies for common questions.

Support email → sorted by AI → reply drafted for review

HR & onboarding

New hire and new client onboarding, account setup and document collection.

Offer accepted → accounts, paperwork and day-one checklist created

Leadership

Automated reports and dashboards, so decisions are based on current numbers.

Every Monday → sales, jobs and cash flow summary in your inbox

Built for ROI

Automation that pays for itself

We start with the work that costs you the most time and money, so every project is aimed at a clear return.

  • Hours saved on repetitive tasks, every week
  • Fewer errors and less time spent fixing them
  • Faster turnaround on quotes, invoices and customer requests
  • Better decisions from reports that are always current

Estimate it yourself: how to calculate the ROI of automation.

Real client example: Meta lead routing

Every Facebook lead, to the right person, instantly

The problem
Meta (Facebook) Instant Forms collect leads inside Facebook and Instagram ads, but there's no clean built-in way to send an email alert when a new lead comes in. Without alerts, leads can sit unseen, and slow follow-up costs customers.
What we built
A lead routing and management automation. Each new Instant Form lead is picked up the moment it's submitted, matched to the right person by rules the business sets, and sent to them by email with all the details. Each alert has one-click buttons to call the lead or reply by email right from the alert.
The outcome
Every lead reaches the right person right away, with a record of each one, so nothing is missed.
  1. Lead submits a Meta Instant FormFrom a Facebook or Instagram ad
  2. Automation picks it up instantlyNo one has to check Meta's lead center
  3. Routed by your rulesBy service, location or availability
  4. Email alert to the right personWith all the details, plus one-click call and email reply
  5. Logged so nothing is missedA running record of every lead

How it works

From first call to running automation

A simple, four-step process. You always know what’s being built, what it costs and when it’s done.

  1. Discovery call

    A short call to learn how your business works today, where time goes and where leads slip.

  2. Scope & quote

    A written plan of exactly what we'll build, with a fixed price and timeline. No surprises.

  3. Build

    We build and test it inside your accounts, using real examples from your business.

  4. Launch & support

    We switch it on, walk your team through it and stay close while it settles in.

Why Rumbi

Big-company efficiency, small-business pricing

Affordable

A fixed quote for a defined project, not a salary or an open-ended contract.

Fast

Clear scope, focused builds and quick launches, so you see results sooner.

Built on your tools

We connect what you already use instead of making you switch software.

Yours to keep

Automations live in accounts you own, with plain-English documentation.

FAQs

Questions, answered

What does Rumbi do?

Rumbi builds custom workflow automations that help small and medium-sized businesses save time, work more efficiently and get more return on every hour and dollar. We connect the tools you already use and automate repetitive work across operations, admin, finance, sales, customer service and reporting. Every project is scoped and quoted for you.

What is a business automation?

A workflow automation is a set of steps that runs on its own when something happens. For example, when a job is marked complete, an automation can create the invoice, email it to the customer, update your books and schedule a review request, all within seconds and without anyone touching it.

What kinds of work can you automate?

Most work that’s repetitive and follows the same steps. Every automation we build is custom, so you don’t choose from a menu. Common examples include invoicing and payment reminders, client and employee onboarding, scheduling, data entry between tools, lead and customer follow-up, sorting email with AI, and weekly reporting. If you’re not sure, describe what takes up your team’s time and we’ll suggest where automation helps most.

How much does a custom automation cost?

Every project is priced by scope, so you get a fixed quote before any work starts. Cost depends mainly on how many tools are involved, how complex the logic is, and whether any custom code or data cleanup is needed. See what affects cost.

How do I know automation will pay off?

Start with the cost of the work today: hours per week, times the hourly cost of the person doing it, plus the cost of mistakes and delays. We focus first on the automations that save the most, and we’ll walk through the expected time savings with you during discovery. See how to calculate the ROI of automation.

Which tools can you connect?

Most popular business tools, including CRMs like HubSpot, accounting tools like QuickBooks, Gmail and Outlook, Google Workspace and Microsoft 365, calendars, forms, e-commerce platforms, and Meta (Facebook) Lead Ads. If a tool has a way to send or receive data, we can usually connect it. Tell us what you use and we’ll confirm during discovery.

See all FAQs

Invest less. Get more.

Tell us what's eating your team's time. We'll scope an automation that fixes it and send you a clear, fixed quote.

Fixed quotes · Built around your tools · You own everything we build