Sales ops · Production

Lindy AI executive assistant delivers $25,000/month in savings and 80% AI-driven GTM at Rhumbix

The problem

Rhumbix's VP of Marketing had built automations using n8n, Make, and Zapier, but the tools were fragile, broke on minor technical changes, required constant maintenance, and could not be adopted by non-technical team members.

First attempt

Previous automations built on n8n, Make, and Zapier worked initially but were too fragile and required developer-level maintenance, making them inaccessible for broader team adoption.

Workflow diagram · grounded in source
1
Connect calendars and inboxes
integration
“His team connected their calendars and inboxes and were running the same day”
2
Pre-call context surfacing
ai_action
“Before every call, Lindy surfaces context on who the team is meeting, what has been discussed before, and what is still open”
3
Proactive scheduling and conflict flagging
ai_action
“Lindy texted him to flag the conflict and offered to schedule a prep block before the first call — before he had even thought to do it himself”
4
Mobile text task delegation
trigger
“David now delegates tasks to Lindy while at the gym, between calls, or on the go”
5
Script generation from recording
ai_action
“he texted Lindy to generate a script from the recording”
6
Document creation and delivery
output
“Lindy created a doc and sent it to the podcast team — the entire workflow happened over text while David was away from his desk”
7
Email and deal triage
ai_action
“Reps now text Lindy to ask about upcoming deals, check for missed emails, and review meeting notes”
Reported outcome

Rhumbix documented $25,000/month in cost savings, 80% of go-to-market work handled by AI agents, full sales team adoption within days, and consolidation of three prior automation tools into one.

Reported metrics
Monthly cost savings$25,000/month
Setup time per user5 minutes
AI-driven GTM work80%
Tools replaced3
Show all 5 reported metrics
monthly cost savings$25,000/month
setup time per user5 minutes
AI-driven GTM work80%
tools replaced3
sales team adoption speedFull sales team onboarded and actively using within days of launch
Reported stack
Lindyn8nMakeZapier
Source
https://www.lindy.ai/case-study/rhumbix
Read source ↗

Frequently asked questions

What did this team achieve with this AI workflow?

Rhumbix documented $25,000/month in cost savings, 80% of go-to-market work handled by AI agents, full sales team adoption within days, and consolidation of three prior automation tools into one.

What tools did this team use?

Lindy, n8n, Make, Zapier.

What results were reported?

Monthly cost savings: $25,000/month; Setup time per user: 5 minutes; AI-driven GTM work: 80%; Tools replaced: 3 (source-reported, not independently verified).

What failed first in this deployment?

Previous automations built on n8n, Make, and Zapier worked initially but were too fragile and required developer-level maintenance, making them inaccessible for broader team adoption.

How is this sales ops AI workflow structured?

Connect calendars and inboxes → Pre-call context surfacing → Proactive scheduling and conflict flagging → Mobile text task delegation → Script generation from recording → Document creation and delivery → Email and deal triage.

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