Frequently asked questions

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.

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.

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.

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.

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.

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.

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.

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.

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.

Owners and operators of small and medium-sized businesses whose teams spend too much time on repetitive work: data entry, copying information between tools, chasing paperwork or building reports by hand. It works across industries, including home and field services, healthcare, professional services, real estate, hospitality, retail and e-commerce.

Owners and operators of small and medium-sized businesses whose teams spend too much time on repetitive work: data entry, copying information between tools, chasing paperwork or building reports by hand. It works across industries, including home and field services, healthcare, professional services, real estate, hospitality, retail and e-commerce.

Owners and operators of small and medium-sized businesses whose teams spend too much time on repetitive work: data entry, copying information between tools, chasing paperwork or building reports by hand. It works across industries, including home and field services, healthcare, professional services, real estate, hospitality, retail and e-commerce.

Request pricing and tell us what you’d like to automate. We’ll set up a short discovery call, learn how your business works today, and send you a clear scope and quote. There’s no obligation.

Request pricing and tell us what you’d like to automate. We’ll set up a short discovery call, learn how your business works today, and send you a clear scope and quote. There’s no obligation.

Request pricing and tell us what you’d like to automate. We’ll set up a short discovery call, learn how your business works today, and send you a clear scope and quote. There’s no obligation.

No. You tell us how things work today and what you want to happen. We handle the setup, testing and documentation, and show you how to use what we build in plain English.

No. You tell us how things work today and what you want to happen. We handle the setup, testing and documentation, and show you how to use what we build in plain English.

No. You tell us how things work today and what you want to happen. We handle the setup, testing and documentation, and show you how to use what we build in plain English.

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.

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.

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.

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.

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.

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.

Yes. After the discovery call, we send a written scope with a fixed price and timeline. If you want to add something later, we quote the change before doing it, so there are no surprise bills.

Yes. After the discovery call, we send a written scope with a fixed price and timeline. If you want to add something later, we quote the change before doing it, so there are no surprise bills.

Yes. After the discovery call, we send a written scope with a fixed price and timeline. If you want to add something later, we quote the change before doing it, so there are no surprise bills.

Discovery, a written scope, the build, testing with real examples, plain-English documentation, a walkthrough for your team, and a launch support period to catch anything that needs adjusting.

Discovery, a written scope, the build, testing with real examples, plain-English documentation, a walkthrough for your team, and a launch support period to catch anything that needs adjusting.

Discovery, a written scope, the build, testing with real examples, plain-English documentation, a walkthrough for your team, and a launch support period to catch anything that needs adjusting.

Some automations rely on tools with their own subscriptions, such as a CRM or an automation platform. We tell you up front which tools a project needs and whether you already have them, so you can see the full picture before you commit.

Some automations rely on tools with their own subscriptions, such as a CRM or an automation platform. We tell you up front which tools a project needs and whether you already have them, so you can see the full picture before you commit.

Some automations rely on tools with their own subscriptions, such as a CRM or an automation platform. We tell you up front which tools a project needs and whether you already have them, so you can see the full picture before you commit.

For most small businesses, yes. You pay for a defined project instead of a salary or an open-ended contract, and we build around the tools you already use instead of starting from scratch.

For most small businesses, yes. You pay for a defined project instead of a salary or an open-ended contract, and we build around the tools you already use instead of starting from scratch.

For most small businesses, yes. You pay for a defined project instead of a salary or an open-ended contract, and we build around the tools you already use instead of starting from scratch.

It depends on scope. Simple automations, like routing form leads to the right inbox, are often done quickly. Projects that connect several tools or include reporting take longer. Your quote includes a specific timeline.

It depends on scope. Simple automations, like routing form leads to the right inbox, are often done quickly. Projects that connect several tools or include reporting take longer. Your quote includes a specific timeline.

It depends on scope. Simple automations, like routing form leads to the right inbox, are often done quickly. Projects that connect several tools or include reporting take longer. Your quote includes a specific timeline.

Usually soon after you approve the scope. We’ll tell you the start date when we send your quote.

Usually soon after you approve the scope. We’ll tell you the start date when we send your quote.

Usually soon after you approve the scope. We’ll tell you the start date when we send your quote.

Not much. Plan for a discovery call, a short review of the scope, and a walkthrough at launch. We may ask a few quick questions or for access to tools along the way.

Not much. Plan for a discovery call, a short review of the scope, and a walkthrough at launch. We may ask a few quick questions or for access to tools along the way.

Not much. Plan for a discovery call, a short review of the scope, and a walkthrough at launch. We may ask a few quick questions or for access to tools along the way.

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.

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.

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.

No. We build around the tools you already use wherever possible. If a new tool would genuinely help, we’ll explain why and what it costs before recommending it.

No. We build around the tools you already use wherever possible. If a new tool would genuinely help, we’ll explain why and what it costs before recommending it.

No. We build around the tools you already use wherever possible. If a new tool would genuinely help, we’ll explain why and what it costs before recommending it.

Yes. Meta (Facebook) Instant Forms don’t have a clean built-in way to alert you when a lead comes in. We build automations that capture each lead the moment it’s submitted, send it to the right person by email or text, and add it to your CRM. See the lead management example.

Yes. Meta (Facebook) Instant Forms don’t have a clean built-in way to alert you when a lead comes in. We build automations that capture each lead the moment it’s submitted, send it to the right person by email or text, and add it to your CRM. See the lead management example.

Yes. Meta (Facebook) Instant Forms don’t have a clean built-in way to alert you when a lead comes in. We build automations that capture each lead the moment it’s submitted, send it to the right person by email or text, and add it to your CRM. See the lead management example.

Yes, alerts and follow-ups can go by email or text. Text messaging to customers has extra rules, such as consent and carrier registration, and we’ll walk you through them if your project needs it.

Yes, alerts and follow-ups can go by email or text. Text messaging to customers has extra rules, such as consent and carrier registration, and we’ll walk you through them if your project needs it.

Yes, alerts and follow-ups can go by email or text. Text messaging to customers has extra rules, such as consent and carrier registration, and we’ll walk you through them if your project needs it.

You do. Wherever possible, we build inside accounts your business owns, so the automations, data and logins stay with you, even if you stop working with us.

You do. Wherever possible, we build inside accounts your business owns, so the automations, data and logins stay with you, even if you stop working with us.

You do. Wherever possible, we build inside accounts your business owns, so the automations, data and logins stay with you, even if you stop working with us.

Only what the project needs, for as long as it needs it. We prefer you invite us as a user with limited permissions instead of sharing your main login. See Security & data handling.

Only what the project needs, for as long as it needs it. We prefer you invite us as a user with limited permissions instead of sharing your main login. See Security & data handling.

Only what the project needs, for as long as it needs it. We prefer you invite us as a user with limited permissions instead of sharing your main login. See Security & data handling.

We never ask for passwords by email or text. We use invited user accounts or a secure password manager share, and we remove our access at the end of the project unless you’ve asked us to keep supporting it.

We never ask for passwords by email or text. We use invited user accounts or a secure password manager share, and we remove our access at the end of the project unless you’ve asked us to keep supporting it.

We never ask for passwords by email or text. We use invited user accounts or a secure password manager share, and we remove our access at the end of the project unless you’ve asked us to keep supporting it.

No. We use your data only to build and support your automations. Read our Privacy Policy for details.

No. We use your data only to build and support your automations. Read our Privacy Policy for details.

No. We use your data only to build and support your automations. Read our Privacy Policy for details.

Every project includes a launch support period to fix anything that doesn’t work as expected. After that, you can request changes by quote or choose ongoing support.

Every project includes a launch support period to fix anything that doesn’t work as expected. After that, you can request changes by quote or choose ongoing support.

Every project includes a launch support period to fix anything that doesn’t work as expected. After that, you can request changes by quote or choose ongoing support.

Yes. If you’d like someone to monitor your automations, make small changes and help as your business grows, we can set up ongoing support.

Yes. If you’d like someone to monitor your automations, make small changes and help as your business grows, we can set up ongoing support.

Yes. If you’d like someone to monitor your automations, make small changes and help as your business grows, we can set up ongoing support.

Tools update from time to time. We build automations to fail loudly, not silently, so you know if something needs attention. During support, we’ll fix it. After that, we can quote the fix.

Tools update from time to time. We build automations to fail loudly, not silently, so you know if something needs attention. During support, we’ll fix it. After that, we can quote the fix.

Tools update from time to time. We build automations to fail loudly, not silently, so you know if something needs attention. During support, we’ll fix it. After that, we can quote the fix.

Yes. Businesses change, and automations should too. Tell us what you need and we’ll quote the change before doing it.

Yes. Businesses change, and automations should too. Tell us what you need and we’ll quote the change before doing it.

Yes. Businesses change, and automations should too. Tell us what you need and we’ll quote the change before doing it.

SEO (search engine optimization) is improving your website so it shows up higher in Google when people search for what you offer. AI visibility is how often AI assistants like ChatGPT, Gemini, Google AI Overviews and Perplexity mention or recommend your business.

SEO (search engine optimization) is improving your website so it shows up higher in Google when people search for what you offer. AI visibility is how often AI assistants like ChatGPT, Gemini, Google AI Overviews and Perplexity mention or recommend your business.

SEO (search engine optimization) is improving your website so it shows up higher in Google when people search for what you offer. AI visibility is how often AI assistants like ChatGPT, Gemini, Google AI Overviews and Perplexity mention or recommend your business.

It’s scoped for each business. Typical work includes fixing technical issues on your website, improving page titles and descriptions, adding structured data, tightening your Google Business Profile, and writing clear, quotable answers to the questions your customers ask. See the service.

It’s scoped for each business. Typical work includes fixing technical issues on your website, improving page titles and descriptions, adding structured data, tightening your Google Business Profile, and writing clear, quotable answers to the questions your customers ask. See the service.

It’s scoped for each business. Typical work includes fixing technical issues on your website, improving page titles and descriptions, adding structured data, tightening your Google Business Profile, and writing clear, quotable answers to the questions your customers ask. See the service.

No, and you should be wary of anyone who does. Google and AI assistants decide what they show. We make proven improvements that help search engines and AI tools understand and trust your business, and we report what changed.

No, and you should be wary of anyone who does. Google and AI assistants decide what they show. We make proven improvements that help search engines and AI tools understand and trust your business, and we report what changed.

No, and you should be wary of anyone who does. Google and AI assistants decide what they show. We make proven improvements that help search engines and AI tools understand and trust your business, and we report what changed.

Yes. Many clients pair them: more visibility brings more leads, and automation makes sure every one of those leads gets a fast response.

Yes. Many clients pair them: more visibility brings more leads, and automation makes sure every one of those leads gets a fast response.

Yes. Many clients pair them: more visibility brings more leads, and automation makes sure every one of those leads gets a fast response.