Rex Automaton

Rex Automaton is a Vancouver-based AI automation agency building voice agents, CRM automation, reporting dashboards, and AI-powered outreach systems for B2B operators across North America. Founded in 2018 by Jacky Lei, the firm has automated 150+ businesses with a focus on production systems that run continuously rather than proof-of-concepts that stall at handoff.

Overview

Rex Automaton serves primarily US-based B2B companies doing $500K to $10M in revenue, with a growing roster of BC and Canadian clients. The agency operates on fixed-fee pricing (no hourly guessing), tight phased builds that deliver value in week one, and documented handoffs ensuring clients understand and can operate the systems they receive. The roster is intentionally kept small for high-touch engagements and systems that stay alive post-launch.

Services

AI Voice Agents

24/7 AI-powered voice systems handling inbound calls, qualifying leads, booking appointments, and routing complex inquiries. Integrates with CRM platforms (HubSpot, GoHighLevel) and business phone systems for seamless handoffs to human team members when appropriate.

CRM & Lead Follow-Up Automation

Automated workflows eliminating manual data entry, lead routing delays, and follow-up gaps:

• Lead scoring and priority routing based on engagement signals
• Automated email and SMS sequences triggered by prospect behavior
• CRM enrichment pulling data from call recordings, emails, and meeting notes
• Deal stage updates and pipeline reporting without manual input
• Abandoned lead reactivation campaigns

AI-Powered Sales Outreach

Multi-channel outreach systems generating qualified pipeline:

• Personalized email sequences with A/B testing and deliverability optimization
• LinkedIn and social outreach coordination
• Follow-up automation based on prospect engagement
• Call script generation and conversation tracking
• Meeting booking and calendar coordination

Investor & Operations Reporting

Automated dashboards and reporting systems hosted on client domains:

• Real-time financial reporting pulling from QuickBooks, Stripe, AppFolio
• KPI dashboards for executive and board visibility
• Variance analysis and anomaly detection
• Automated management commentary and narrative generation
• Period-end close acceleration

Document Generation & Data Entry Automation

Eliminating repetitive paperwork and manual data transfer:

• Contract and proposal generation from CRM data
• Invoice automation with payment tracking
• Data extraction from PDFs, emails, and scanned documents
• Cross-platform data synchronization (CRM ↔ ERP ↔ project management)
• Form processing and workflow routing

Notable Work

Capcon Networks — AI-Driven Outreach ($3.5M+ Pipeline)

Built multi-channel outreach system generating $3.5M+ qualified pipeline through automated prospecting, personalized messaging, and intelligent follow-up sequences. System integrated with HubSpot for full attribution and ROI tracking.

RocketPlanTech — AI Call Center ($3.42M ARR)

Deployed AI-powered call center handling inbound lead qualification, appointment booking, and tier-1 support. System contributed to $3.42M annual recurring revenue with 24/7 coverage and automated CRM updates.

Forward Funding Canada — AI Underwriting ($830K/Year)

Automated underwriting workflow processing applications, extracting financial data, running risk models, and generating approval recommendations. Client unlocked $830,250 annual benefit through faster turnaround and reduced manual review hours.

Lyft Commodity — Data Entry Automation ($665K Annual Benefit)

Eliminated manual data entry across freight and logistics workflows, extracting structured data from emails, PDFs, and forms into ERP system. Annual benefit: $665K in recovered labor hours and error reduction.

IT360 New Zealand — Sales-Call Review ($555K/Year)

Automated sales call review and onboarding workflow, transcribing calls, extracting action items, updating CRM, and generating onboarding task lists. Annual savings: $555K in review time and faster onboarding completion.

Pricing

Rex Automaton quotes fixed-fee engagements (not hourly) with pricing known before commitment:

• Quick-Win Pilots — CAD $1,000-$4,000 for single-workflow builds, delivered in 1-2 weeks
• Custom Workflow Integrations — CAD $6,000-$20,000 for multi-workflow phase-one engagements, delivered in 3-8 weeks
• Strategic Custom AI Work — CAD $25,000+ for complex platform builds and enterprise integrations
• Ongoing Care — CAD $300-$2,500/month for light maintenance, monitoring, and optimization (optional retainer post-launch)

Tool costs (Make.com, n8n, API subscriptions) run in client accounts, giving full vendor control and eliminating dependency on Rex Automaton for ongoing operations. Many BC and Canadian builds qualify for SR&ED or CDAP grant offsets.

Approach

Rex Automaton operates on a phased-build methodology explicitly designed to prevent failed automation projects:

1. Comprehension Before Code — No building until the team can describe client process back in plain language and get a nod. Cheapest mistakes are caught in conversation, not production.
2. Scoped Phase One — Ship narrow build addressing one bottleneck, run in shadow mode to prove accuracy, then switch on with monitoring and simple ROI log.
3. Phase Two Only When Phase One Pays — Expansion happens only when prior phase demonstrates measurable value (time saved, revenue increased, errors eliminated). No boiling the ocean.
4. Client-Facing Simplicity — System client sees is intentionally simple; complexity hidden behind interface. If client doesn't understand it, handoff hasn't succeeded.
5. Documented Handoff — Every automation comes with runbooks, access credentials in client control, and training ensuring team can operate systems without Rex Automaton on-call.

Built primarily on Make.com, n8n, and Google Apps Script, integrating with HubSpot, GoHighLevel, AppFolio, QuickBooks, Stripe, and most modern SaaS APIs. Delivery is hybrid: remote building with defined on-site touchpoints across Metro Vancouver when workshops or change management with frontline teams is required.

Locations & Contact

Rex Automaton is based in Vancouver, BC and serves clients across British Columbia, Canada, and the United States. Founder Jacky Lei operates the agency with a small, high-touch team to maintain quality and long-term client relationships. Contact at jacky@rexautomaton.com or 587-317-8355 to book 15-minute scoping calls (no pitch, straight to what to automate first and transparent cost). Visit rexautomaton.com for case studies and service details.