Services

Custom business automation, built around your business

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. Every automation we build is custom: designed for your process, your tools and the return you want. The examples below show what’s possible. They aren’t a menu.

Jump to an example:

How we work

Every project is custom. This isn’t a menu.

You don’t pick from a list of packages. You tell us what’s slowing your business down, and we design an automation around your process, your tools and your goals. Most projects combine several of the examples below, and many are something else entirely.

  • You describe the problemWhat takes time, what goes wrong, what you wish happened
  • We design the automationBuilt around the tools you already use
  • You get a fixed quoteA written scope with the price and timeline
  • It pays you backTime saved, fewer errors and a clear return

Examples

Examples of what we automate

Each area below shows common problems we solve and examples of automations we build. Yours will be designed for your business.

Workflow & process automation

Turn repetitive, multi-step processes into workflows that run on their own, from approvals and handoffs to task creation.

What it solves: work that depends on someone remembering the next step, and processes that stall between people or departments.

Example automations

  • Route quotes, expenses and time off for approval, with reminders if they stall
  • Create the right tasks and notify the team the moment a deal closes
  • Spin up recurring checklists for weekly, monthly and seasonal work
  • Send customers automatic status updates as their job or order progresses

App & data integration

Connect your CRM, accounting, email, forms and spreadsheets so information moves between them automatically.

What it solves: copying and pasting between tools, duplicate data entry, and records that are out of date in one system or another.

Example automations

  • Keep your CRM and accounting software in sync, with no double entry
  • Send form submissions straight to your spreadsheet or CRM
  • Push online orders to inventory, fulfillment and your books
  • Keep booking tools, calendars and team schedules aligned

Operations & admin automation

Automate invoicing, scheduling, document creation, client onboarding and the data entry that eats your team’s week.

What it solves: hours lost to paperwork and admin, and mistakes that creep in when the same details are typed again and again.

Example automations

  • Create and send invoices automatically when a job is marked complete
  • Generate contracts, proposals and documents from your templates
  • Run client onboarding: welcome email, folders, forms and kickoff tasks
  • Schedule appointments and send confirmations and reminders

Lead & customer management

Capture, route and follow up with every lead and customer automatically, so no opportunity or request slips through.

What it solves: slow replies, missed follow-ups, and leads or customer requests that sit unseen in an inbox or ad platform.

Example automations

  • Email or text every new lead to the right person in seconds
  • Follow up automatically when a quote goes quiet
  • Ask every customer for a review after a job or visit
  • Text missed callers back with a link to book
  1. Lead formWebsite, Facebook or Google ad
  2. AutomationPicks it up in seconds and applies your rules
  3. Instant alertThe right person gets an email or text
  4. CRMLogged, assigned and ready to follow up
A typical lead automation we build. Every step runs on its own, around the clock.

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

AI-powered automation

Put AI to work inside your workflows: sorting email, drafting replies, summarizing calls and pulling data from documents.

What it solves: reading, sorting and retyping information by hand, and routine writing that takes skilled people away from higher-value work.

AI drafts and suggestions are reviewed by your team where it matters. You stay in control of what gets sent.

Example automations

  • Sort and tag incoming email, then send each message to the right person
  • Draft replies to common questions for your team to review and send
  • Pull details from invoices, receipts and forms into your systems
  • Summarize calls and meetings into notes in your CRM

Notifications & alerts

Instant email or text alerts for the events that matter, sent to the person who needs to act.

What it solves: finding out too late about an important order, a delay, a problem or an unhappy customer.

Example automations

  • Text the owner when a large order or high-value request comes in
  • Alert the team when an appointment is canceled or a job runs late
  • Flag new negative reviews so you can respond quickly
  • Send a daily digest of anything still waiting on someone

Reporting & ROI dashboards

Automated reports and dashboards that show performance, time saved and return on investment without building a spreadsheet.

What it solves: hours spent pulling numbers together, and decisions made without current, trustworthy information.

Example automations

  • A weekly KPI report delivered to your inbox every Monday
  • A dashboard of time saved and work completed by your automations
  • Sales, jobs and cash flow summaries without building spreadsheets
  • Marketing spend compared with the results it produced

Custom engagement

SEO & AI visibility

Help being found in Google, local search and AI answers from ChatGPT, Gemini, Google AI Overviews and Perplexity. Scoped to your business, not a one-size-fits-all package.

In plain English

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

Technical fixes

We fix the issues that stop search engines from reading your site, like broken pages, slow loading and indexing errors.

Clear, quotable pages

Plain titles, descriptions and answers to real customer questions that Google and AI tools can understand.

Structured data

Behind-the-scenes labels that tell search engines your business type, services, location and FAQs.

Local presence

A complete, consistent Google Business Profile and listings that match your website.

AI search readiness

Consistent facts and direct answers that make it easier for AI assistants to describe your business accurately.

Clear reporting

We show what we changed and how visibility, traffic and inquiries are trending.

No one can guarantee rankings or AI mentions. We make proven improvements and report what changed.

Service questions

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.

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.

Do I have to switch to new software?

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.

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.

What does your SEO & AI visibility service include?

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.

Can you guarantee first-page rankings or AI mentions?

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.

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