Customer Overview
Company: Rhumbix
Point of Contact: David Gabriel, VP of Marketing
Industry: Construction Technology
Use Case: Executive Assistant, Meeting Prep, Proactive Scheduling, Email Triage, Mobile Workflows
The Challenge
David Gabriel had already tried to automate his way out of the problem. As VP of Marketing at Rhumbix, a construction tech company running one of the most AI-forward GTM teams in the industry, he had experimented extensively with n8n, Make, and Zapier. The automations worked — until they didn't.
The tools were fragile, required constant maintenance, and broke whenever a minor technical detail changed. The core issue was accessibility: David needed tools his entire team could adopt on day one, not just the technically inclined. If a workflow builder required developer-level skills to maintain, it defeated the purpose.
The Solution
David found Lindy Assistant. Unlike the workflow builders he had tried before, Lindy required zero configuration. His team connected their calendars and inboxes and were running the same day.
Setup in minutes, not weeks. David had an AI executive assistant fully operational in five minutes. After a brief internal workshop, the entire sales org was onboarded and actively using Lindy within days.
Proactive meeting prep that changes how reps show up. Before every call, Lindy surfaces context on who the team is meeting, what has been discussed before, and what is still open. On a recent Friday, David had five back-to-back meetings. At 8AM, 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.
Mobile-first workflows that work between meetings. The texting integration changed everything. David now delegates tasks to Lindy while at the gym, between calls, or on the go. After recording a podcast prep call, he texted Lindy to generate a script from the recording. Lindy created a doc and sent it to the podcast team — the entire workflow happened over text while David was away from his desk.
Plug-and-play for every team member. No technical onboarding required. Sales reps connected their accounts via simple OAuth flows and started using Lindy immediately. Reps now text Lindy to ask about upcoming deals, check for missed emails, and review meeting notes. The entire sales team adopted the tool — and it stuck.
"Having the assistant proactively reach out to take things off of your plate is just such a sigh of relief." — David Gabriel, VP of Marketing, Rhumbix
The Results
Based on a board-level ROI study, Rhumbix documented the following impact since adopting Lindy:
- $25,000/month in cost savings compared to hiring equivalent headcount for the same workload
- 5-minute setup per user to a fully functional AI executive assistant, no engineering required
- Full sales team onboarded and actively using Lindy Assistant within days of launch
- 80% AI-driven GTM — go-to-market work now handled by AI agents, with Lindy as the operational backbone
- Replaced 3 tools — consolidated n8n, Make, and Zapier into a single assistant that just works
The impact extended beyond efficiency. With Lindy handling the operational load, reps shifted from admin tasks and context-gathering into strategic and creative thinking. David described it as a leveling-up moment for the entire organization. Rather than hiring more doers, he can redirect headcount toward higher-leverage roles and let Lindy handle the execution layer. The success has been so visible internally that other departments at Rhumbix have asked to adopt the same model.
Why Lindy
Rhumbix didn't need another tool to configure. They needed an assistant their whole team could actually use — from the VP of Marketing to every sales rep on the floor.
Lindy Assistant is the only AI executive assistant that works end-to-end out of the box: email triage, scheduling, meeting prep, proactive follow-ups, and mobile-first workflows via text. No builds required. No engineers needed. Connect your calendar, connect your inbox, and get your time back.
