AI & automation agency

The work you do by hand, running itself by next month.

We replace the manual, disconnected parts of your business — lead follow-up, reminders, invoicing, reporting — with systems built on your own data. Automation first, custom software once a workflow has earned it.

Book a workflow audit See the work

4 hrs → 2 minlead response time, first month at Elevate Growth Partners

AI & Automation

01/04

60 secavg. lead reply, 24/7

100+clients on RBiX-built systems

Wired into the tools you already run

WhatsApp Business
Shopify
Salla
WooCommerce
HubSpot
Zoho
Xero
QuickBooks
Stripe
PayPal
Calendly
Zendesk
WordPress
Odoo

n8n
Make
Zapier
Gmail
Google Sheets
Google Calendar
Google Ads
Google Analytics
Meta Ads
Telegram
Airtable
Notion
Metabase
Looker

Nothing gets ripped out. Automation sits on top of the stack you have, and only replaces a tool when replacing it is the point.

Capabilities

Four capabilities. One stack.

They are deliberately ordered. Automation proves the value, analytics keeps it visible, and software and apps arrive only once a workflow has earned a system of its own.

Service 01

Systems that answer before you can

Lead follow-up, no-show chasing, abandoned carts, invoice entry — the work nobody decided to keep manual, it simply never got automated. This is where every engagement starts, because it is the fastest path to a measurable result.

Qualified WhatsApp/SMS reply in 60 seconds, 24/7
No-show reduction: 48h / 24h / 2h reminders, one-tap confirm
E-commerce recovery: abandoned carts and COD confirmation
Invoice OCR, payment chaser and compliance tracker

See the full service

n8n Workflows / Lead Response Engine

An n8n workflow canvas: a chat trigger fanning out through routing, stock and forecasting branches into email delivery

Service 02

Software shaped to your workflow

From conversion-focused websites wired directly into the automation, to internal operating systems that finally replace the spreadsheet and the four disconnected SaaS tools around it.

Conversion-focused business websites wired to automation
E-commerce storefronts: Salla, Zid, Shopify, headless
Practice / clinic management and broker lead-desk CRMs
ERP-lite dashboards and client self-service portals

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A custom internal sales application: revenue summary, deal table, channel attribution and a sales-dynamic chart

Internal operating system

Service 03

Apps that keep working off the grid

Purpose-built apps for field teams and distributed staff, including offline-first support for the sites where connectivity simply cannot be guaranteed.

Field service and inspection app with offline checklists
GPS- and time-stamped photos, auto-sync back in signal range
Staff operations app: rosters, tasks, clock-in/out
Real-time completion status for managers

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Three phone screens from one app: a welcome view, a sign-in screen and a weekly activity summary

Staff & field app

Service 04

One view, updated daily — not monthly

Dashboards that turn scattered records into a single picture of marketing spend, cash flow and staff output — the retention layer that shows owners exactly what the automation is producing.

Revenue and marketing attribution: cost-per-lead by channel
Financial health: cash flow, receivables aging, profitability
Staff and agent performance: response time and conversion
Weekly leaderboards and individual scorecards

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Dashboard components: a revenue figure, a sales-dynamic line chart, channel splits and per-rep leaderboards

Revenue attribution

How we work

Automation first. Software when it’s earned.

Most agencies build the system and stop there. Every RBiX engagement includes a working automation, not just a proposal — and nothing bigger gets built until that first one is producing something you can point at.

The sequence

Three steps, in this order

Automate

Every engagement leads with AI & Automation — the fastest path to a measurable result, usually inside the first few weeks.

Measure

Data analytics rides along as the retention layer, giving owners visibility into exactly what the automation is producing.

Scale

Custom software and mobile apps come in once a workflow has proven itself and needs a dedicated system of its own.

n8n Workflows / Lead Classification & Outreach

A detail of an annotated n8n workflow: a classification router branching hot, warm and cold leads into a Gmail notifier and an outreach email generator backed by Gemini and OpenAI model nodes

Scope

What every engagement includes

The left column is fixed — it is what you get regardless of which service line the work starts in. The right column is what tends to follow once the first automation is live and the numbers are visible.

2–6 wks

To the first automation running in production

100+

Clients on RBiX-built ERP, HMIS and accounting systems

Every engagement

Workflow audit of what you do today

A working automation, live, in weeks

Built against your real data, not a demo set

Handover docs your team can act on

Measurement wired in from day one

What tends to follow

Dashboards once the automation is producing

Custom software when a workflow has earned it

Mobile app for the teams working off-site

Copilot inside the system we built for you

Forecasting and anomaly alerts on cash flow

Natural-language search over your own records

Quarterly review against the first numbers

The differentiator

We build the intelligence in, not beside

RBiX has embedded AI into production ERP, HMIS and accounting systems serving 100+ clients. That background is what makes the following credible rather than aspirational.

Copilots inside the systems we build — not a chatbot bolted onto a support inbox
Natural-language questions answered from your live records
Forecasting and anomaly detection on cash flow and receivables, before it hurts

n8n Workflows / Data Migration & Sync