Rex Automaton

Services and our work

Automation that earns its keep, and the work that proves it

The manual work that leaks revenue: leads nobody follows up, invoices nobody chases, data retyped between systems. We build the systems that stop it. Every engagement starts with a 20 minute discovery call: what to automate first, what it costs, and how long it takes.

Start the assessmentSee the work

Track record

projects shipped
250+
industries
10
case studies written up in full
15
average rating from 33 reviews
4.9
Find work that looks like yours

What we build

9 engagement types

Pick the one that matches the work costing you most. Each links to how it works, who it is for, and what it has done for clients.

01

AI-Powered Sales Outreach

Lead sourcing, hyper-personalized cold email, and automated follow-up at scale.

23%

average reply rate, 5x the industry standard

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What it is

We build cold outreach systems that source ideal leads, write a personalized first line for each one, and run multi-step follow-up sequences across multiple sending domains. The whole engine runs without your team writing a single email.

Who it is for

B2B founders and revenue leaders doing $500K to $10M in revenue who need a predictable inbound book of qualified meetings.

Past results

  • 23% reply rate for Capcon (telecom, 5x industry standard)
  • 25% reply rate for LandFinder (187-prospect campaign)
  • Troy Shepherd: 0 to daily booked meetings within 6 weeks
  • Mortgage brokerage: ICP-filtered cold email, leads auto-sourced every 4 hours

What you get

  • Lead-list build (Apollo, Clay, custom scrapers)
  • AI-personalized first-line generation per prospect
  • Multi-domain Instantly campaigns with warmup
  • Reply triage and CRM hand-off
  • Daily reporting dashboard
ApolloClayInstantlyOpenAI
02

Workflow Automation

Make.com, n8n, and Google Apps Script systems that run your operations on autopilot.

115+

scenarios built across client stacks

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What it is

We map the manual processes eating your team's time and rebuild them as resilient, monitored automation. Our builds favor reliability over cleverness: idempotency, retry logic, and human-readable logs so your team trusts the output.

Who it is for

Operations leaders who can name three repetitive processes that should not require a human anymore.

Past results

  • AppFolio per-investor distribution automation for $3M AUM real-estate firm
  • QuickBooks-to-Sheets data extraction across 115+ client scenarios
  • Onboarding email pipelines that cut time-to-active from days to minutes
  • BBMC: Shopify orders auto-filtered to Metro Vancouver and appended to ops Sheets

What you get

  • Process audit and dependency map
  • Make.com or n8n scenarios (whichever fits)
  • Google Apps Script for Sheets/Drive/Gmail-bound work
  • Error handling, logging, and alerting
  • Documentation handoff
Make.comn8nGoogle Apps ScriptAirtable
03

AI Receptionist

An AI receptionist that answers every call, books appointments into your calendar, and calls back the leads your team never gets to.

3,761

dormant leads reactivated by a single agent

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What it is

We build conversational voice agents on ElevenLabs and Vonage that sound human, route calls intelligently, and write structured outcomes back to your CRM. From appointment-setting on aged leads to inbound qualification, the agent runs while you sleep.

Who it is for

Sales-led businesses with a backlog of leads that aren't getting called, or inbound volume that nobody is answering.

Past results

  • Real-estate dialer reactivating 3,761 dormant FUB leads
  • Sub-3-second response times with realistic pacing and fillers
  • Booked-meeting dispositions auto-create calendar events
  • HVAC inbound agent that routes each phone line to the right script and texts the owner the caller's number

What you get

  • Custom agent persona, prompts, and guardrails
  • ElevenLabs or Vonage integration
  • CRM webhooks for dispositions and bookings
  • Voicemail and call-screening detection
  • Live call review and prompt iteration
ElevenLabsVonageOpenAI
04

AI Chat & Messaging Agents

Web-chat and WhatsApp agents that answer questions, qualify leads, and book, in your brand voice and any language.

24/7

coverage on web chat and WhatsApp, in any language

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What it is

We build chat agents that live on your website and inside WhatsApp, answering customer questions, qualifying leads, and booking appointments around the clock. Each agent is grounded in your real content (pricing, policies, catalog) so it answers accurately instead of guessing, hands off to a human when it should, and writes every conversation back to your CRM.

Who it is for

Businesses fielding the same questions over and over on chat or WhatsApp, and teams losing leads because nobody replies after hours.

Past results

  • Hebrew WhatsApp sales assistant answering a 111-product catalog with deterministic filtering
  • WhatsApp sales bot with CRM and website integration for a custom glass retailer
  • Customer-support chatbot for a forex brokerage, grounded in its own documents (SwitchYard FX)
  • Booking widget that passed all five client test scenarios on first review

What you get

  • Website chat widget and/or WhatsApp Business agent
  • Grounded answers from your real pricing, catalog, and policies (RAG)
  • Lead qualification, booking, and human-handoff rules
  • Multilingual replies tuned to your brand voice
  • CRM logging of every conversation and outcome
OpenAIWhatsAppRAGMake.com
05

CRM Automation

HubSpot, Zoho, and GoHighLevel automation that keeps your pipeline alive without manual data entry.

5+

source systems synced, zero manual entry

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What it is

We wire your CRM to the tools your team actually uses. Calls log themselves. New leads land in the right stage with the right tags. Stale deals get nudged. Reports get sent without anyone asking.

Who it is for

Teams whose CRM is half-dead because nobody has time to update it after every call.

Past results

  • HubSpot pipeline auto-syncs across 5+ sources, zero manual entry
  • Daily exec digests of new opportunities and stalled deals
  • HousecallPro to GoHighLevel SMS and Outlook calendar sync for Jolly Heating (HVAC)
  • iClassPro to GoHighLevel automation for multi-location gyms (boards, funnels, per-location)

What you get

  • Bi-directional CRM sync with email, calendar, and call platforms
  • Stage-based automation (move, tag, notify)
  • Custom reporting and exec digests
  • Data hygiene workflows (dedupe, enrich, archive)
HubSpotGoHighLevelZohoSalesforce
06

Document Automation

Contracts, reports, and onboarding docs generated and delivered without anyone clicking around.

1

trigger to generate a full document package

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What it is

We turn your document-heavy workflows into one-click systems. Generate from templates, route for signature, store in the right folder, log it everywhere it matters, all from a single trigger.

Who it is for

Service businesses where one client onboarding takes an hour of templating, attaching, and sending.

Past results

  • Investor distribution package per-recipient generation for property managers
  • KYC compliance pipeline for forex onboarding (PDF parse + verify)
  • AI-drafted grant applications generated from intake forms for a community nonprofit

What you get

  • Templated document generation (Docs, PDFs, contracts)
  • DocuSign / signature integration
  • Automated filing, naming, and access control
  • Trigger-based delivery via email, Slack, or portal
Google DocsDocuSignDrivePDF
07

Custom AI Integration

Classification, extraction, and analysis powered by GPT and Claude, built into your stack.

$4 to $9

per month to process 700+ PDFs

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What it is

When the off-the-shelf AI tools do not fit, we build the integration. Classify support tickets, extract data from messy invoices, summarize call transcripts, parse intake forms. Built lean, monitored, and with clear cost controls.

Who it is for

Teams sitting on unstructured data (emails, PDFs, transcripts, reviews) that they wish were structured.

Past results

  • Receipt extraction across 700+ monthly PDFs at $4-9/mo total cost
  • Email reply drafting with brand-tuned voice
  • Amazon ASIN matching and AI weight estimation across a ~30,000-SKU auto-parts catalog

What you get

  • OpenAI or Anthropic API integration
  • Prompt design, evaluation, and versioning
  • Output validation and fallback logic
  • Cost monitoring and rate-limit handling
OpenAIAnthropicPython
08

AI Search Optimization (GEO/AEO)

Get found and cited by Google AI Overviews, ChatGPT, and Perplexity, not just ranked on page one.

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What it is

Search moved from ten blue links to AI-generated answers, and the rules changed with it. We optimize your site for both layers: classic SEO to stay in the index, and generative engine optimization (GEO/AEO) to become the source the AI quotes. Credentialed author schema, answer-first content, machine-readable structured data, and AI-crawler access, all built to be maintained automatically rather than hand-edited forever.

Who it is for

Businesses watching organic traffic erode as AI Overviews answer the query, who want to be the cited source instead of the casualty.

Past results

  • Rebuilt rexautomaton.com for the 2026 AI-search era: credentialed author schema, answer-first content, AI-crawler access
  • Structured data delivered server-side so non-JS AI parsers can read and cite it
  • Content formatted around the +33% AI-citation pattern from Princeton GEO research

What you get

  • Entity and author-authority schema (E-E-A-T Person, Organization, sameAs)
  • Answer-first content, definition blocks, and fan-out FAQ restructuring
  • Comparison tables and the page formats AI engines cite most
  • SSR JSON-LD so ChatGPT, Perplexity, and Google AI Overviews can parse the page
  • AI-crawler access configuration and citation monitoring
Schema.orgNext.jsJSON-LDOpenAI
09

Custom Dashboards & Client Portals

Live dashboards and client-facing portals your team and your customers actually log into, built on your real data.

5+

live dashboards and client portals shipped, from lenders to gyms

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What it is

We turn the data trapped in your spreadsheets, CRMs, and APIs into a single live dashboard your team checks every morning, plus client-facing portals your customers log into. Each one is a real web app (Next.js on Vercel, backed by Supabase or Google Sheets), not a static screenshot, so the numbers refresh themselves and edge cases route to a human instead of silently breaking.

Who it is for

Founders and operators tracking the business across five browser tabs, and agencies or service firms that want to hand each client a branded login instead of emailing PDFs.

Past results

  • Agency command center where deals, builds, and revenue update themselves from call transcripts
  • Multi-client lender dashboard with per-client logins and live report-pulled status (Soft Pull Solutions)
  • Per-investor reporting dashboard for a $3M-AUM real-estate firm (Iron Age Investments)
  • Multi-location gym operations dashboard with per-location boards and funnels

What you get

  • Real-time web dashboard on your own domain (Next.js + Supabase or Sheets)
  • Per-client or per-user logins with scoped access
  • Automated data sync from your CRM, APIs, and call/transcript pipelines
  • Status visibility: what ran, what failed, what needs a human
  • Deployed, monitored, and documented for handoff (you own the code)
Next.jsSupabaseVercelTailwind

Our work

Find the work that looks like yours

250+ shipped projects across 10 industries. Start with your own, or read the 15 written up in full with the numbers behind them.

Written up in full

The engagements where the client agreed to be named and the numbers came off the live platform.

Capcon Networks: $3.5M+ pipeline from AI-driven outreach - case study
Telecom InfrastructureAI-Powered Sales Outreach

Capcon Networks: $3.5M+ pipeline from AI-driven outreach

$3.5M+

Incremental Pipeline

Read case study
RocketPlanTech: $3.42M ARR from an AI-powered call center - case study
Restoration Services SaaSAI Voice Agents

RocketPlanTech: $3.42M ARR from an AI-powered call center

$3.42M

Incremental ARR

Read case study
Crohn's & Colitis Canada: an AI content engine grounded in their own knowledge base - case study
Health NonprofitCustom AI Integration

Crohn's & Colitis Canada: an AI content engine grounded in their own knowledge base

RAG

Knowledge-Grounded Generation

Read case study
All 15 case studies

Frequently asked questions

Most engagements ship in 1 to 3 weeks. Outreach systems and document workflows are usually closer to 1 week. Voice agents and CRM automation across several systems tend to be 2 to 3 weeks. We scope and quote a fixed fee before any work starts.

Engagements range from $650 for a focused automation up to $10K+ for a full outreach system with infrastructure. We quote a fixed fee per engagement, not hourly, so the price is the price.

No. We translate everything into plain English. You tell us the manual process, we tell you what it would look like automated, and you approve the scope before we build.

We hand off documentation and a Loom walkthrough. Most clients keep us on a small retainer for monitoring, edge case fixes, and the next phase of work.

Yes, before any sensitive context is shared. We also sign DPAs for clients with regulatory requirements (financial services, work close to healthcare, etc).

Almost certainly. We build on Make.com, n8n, and Google Apps Script primarily, and integrate with HubSpot, Zoho, GoHighLevel, AppFolio, QuickBooks, Stripe, Cal.com, Instantly, Apollo, Clay, ElevenLabs, Vonage, and most modern SaaS APIs.

Yes. We build dashboards and client portals as real web apps on your domain (Next.js on Vercel, backed by Supabase or Google Sheets), with a login for each client and data that syncs automatically from your CRM, APIs, and call pipelines. The result is a live tool your team and your clients log into, not a static report you email around.

Yes. We deploy it on your infrastructure and domain and hand off the code with documentation and a walkthrough. Most clients keep us on a small retainer for new views and edge case fixes, but you are never locked in.

The next step

Ready to stop leaving money on the table?

Nine questions, about 90 seconds. See how much revenue is slipping through the cracks, then book a 20 minute call. No pitch. We tell you what to fix first and what we would charge to build it.

See your optionsOr call us: 587-317-8355