RoboRobi
Business Automation Consulting

Stop doing
what your software
should do for you.

RoboRobi builds intelligent automation workflows that eliminate repetitive tasks, connect your tools, and let you focus on growing your business — not managing it.

No new software. No rip and replace.

15+ Hours saved per week
48hr Avg. build time
100% Your data stays yours

Automation built
for your workflow.

We use Make.com to connect your existing tools and build custom automations — no coding required on your end. Just results.

⚡

Lead Management

Automatically capture leads from any source, route them to your CRM, and trigger instant follow-up — before your competition can blink.

🔗

App Integration

Connect your CRM, email, calendar, and project tools so data flows seamlessly between them — no more copy-pasting or manual updates.

📋

Document Automation

Auto-generate proposals, contracts, and reports from your existing data. Send them, file them, and track them — automatically.

📊

Reporting & Alerts

Get automated daily or weekly summaries, real-time alerts, and performance reports delivered straight to your inbox or Slack.

🏦

Mortgage Brokerage Workflows

Document collection and chasing, lender portal handoffs, application status updates, and compliance record keeping, all handled automatically.

🏠

Real Estate Workflows

Specialized automations for brokerages and agents, from Realtor.ca and web form lead intake to transaction coordination and client communication.

🛡️

Ongoing Management

We don't just build and disappear. Our retainer plans include monitoring, fixes, and continuous improvements as your business grows.

The Process

Simple setup.
Real results.

01

Discovery Call

We map out your current workflow, identify the biggest time drains, and pinpoint exactly where automation will have the most impact on your bottom line.

02

Custom Build

We design and build your automation workflows in Make.com — connecting your tools securely using OAuth so your credentials are never exposed.

03

Test & Launch

Every workflow is thoroughly tested before going live. We walk you through exactly what was built and train your team on how it works.

04

Monitor & Grow

On our retainer plan, we actively monitor your automations, fix issues before you notice them, and keep expanding what's possible as your business evolves.

Example workflows
Application intake, start to finish
New lead lands in inbox or web form
↓
Contact auto-created in CRM with source tagged
↓
Personalised acknowledgement sent within two minutes
↓
Document checklist emailed to client automatically
↓
Reminder sent for each missing document until received
↓
Broker notified only when the file is complete and ready to submit
Why RoboRobi

Built on trust.
Delivered with results.

✓
Your credentials are always safe

We use OAuth authentication — meaning we never see or store your passwords. You authorize directly through your own accounts.

✓
No lock-in, no black boxes

Everything we build is transparent and owned by you. You can see exactly how your automations work at any time.

✓
ROI you can measure

We tie every automation to a real business outcome — hours saved, leads responded to faster, revenue recovered from manual errors.

✓
A partner, not just a vendor

Our retainer isn't a support contract — it's an ongoing growth partnership that evolves with your business.

✓
Results or you don't pay for the next build

Every automation is tied to a specific number of hours saved, agreed before the build starts. If it doesn't deliver, the next build is on RoboRobi.

The first business to respond to a new lead is 7x more likely to qualify it. Automation doesn't replace your team — it makes sure you're always first.

— The RoboRobi Approach
About

The person behind the automations.

Photo coming soon

RoboRobi is one person, not an agency. When you hire RoboRobi, you work directly with the person who builds your workflows, from the first walkthrough to the finished automation.

The background behind that work is in process improvement and operational systems design: mapping complex operational processes, finding where they break down, and fixing them. That includes time in construction management and in office operations, wherever a process had too many manual handoffs and not enough consistency.

You know your business better than any consultant ever will. The job here isn't to know your industry inside and out, it's to know how to map a process, find the bottlenecks, and automate the repetitive parts. That skill transfers across industries, because the pattern is always the same.

Based in Toronto, working with businesses across the GTA.

The Sprint

Start with a map,
not a sales pitch.

Before anyone talks about automation, you need to see how the work actually flows. That is what the Sprint is.

1
Two hours, on site

We walk one workflow end to end with the people who actually run it, start to finish.

2
A documented process map

Delivered within five business days, laid out clearly enough to hand to a new hire.

3
A shortlist of what to automate

The steps in that process that can be automated using tools you already own.

Scoped to one process, with an agreed start point and end point confirmed before booking.

The map is yours to keep either way. It's useful for training new hires and onboarding, whether or not anything gets automated.

Book Your Sprint

Ready to reclaim
your time?

Fill out the form below and we'll be in touch within 1 business day to book your Process Mapping Sprint.

No spam. No pressure. Just a conversation about what's possible.

Value Calculator

See what automation
is worth to your business.

Select the profile that best fits your business and plug in your numbers to estimate the monthly value automation could unlock.

⏱ Time Savings
🎯 Lead Performance
📋 Process Quality
Your Estimated Monthly Value
Time Savings —
Revenue from Lead Lift —
Process Quality Value —
Total Monthly Value —
Estimated Annual Value —

This is an estimate based on your own figures. The Process Mapping Sprint gives you the measured version, timed step by step.

Pricing is tailored to each client's specific needs and scope. Book a free call to get a custom quote.

Book Your Sprint →
📈 12-Month Value Projection