Workflow Automation and AI Blog from Connex

Explore business process automation insights, expert tips, and real-world case studies. Learn how to automate workflows, integrate apps, and boost efficiency.

Posts

What Is AI Orchestration? A Plain-English Guide for Business Owners

What Is AI Orchestration? A Plain-English Guide for Business Owners

Feb 25, 2026

AI orchestration means having one AI agent direct other AI agents — automating complex workflows without hiring more staff. Here's what it means for your business.

How to Set Up Multiple Notion Agents to Process Every Sales Call Automatically

How to Set Up Multiple Notion Agents to Process Every Sales Call Automatically

Feb 25, 2026

One sales call, three automated outputs — content brief, follow-up email, and sales briefing — all triggered automatically in Notion. Here's how to build the system.

How to Auto-Populate Hive Template Fields from Parent Action Cards

How to Auto-Populate Hive Template Fields from Parent Action Cards

Feb 24, 2026

Learn how to use Hive Automate to automatically populate custom fields in action templates from parent and sub-action cards, eliminating manual data entry.

What Can You Do with Notion Automations (And When to Use the API Instead)

What Can You Do with Notion Automations (And When to Use the API Instead)

Feb 24, 2026

Discover what Notion automations can and can't do, where they hit limits, and when to use the Notion API or tools like Make and Zapier for advanced needs.

How to Automate Data Entry from Slack to Notion with AI

How to Automate Data Entry from Slack to Notion with AI

Feb 24, 2026

Learn a simple, general approach to turning Slack messages into structured Notion database entries using Notion AI and Notion-native building blocks. No Salesforce required.

How to Automate Data Entry from Slack to Notion via Salesforce

How to Automate Data Entry from Slack to Notion via Salesforce

Feb 24, 2026

Build a Make.com automation that captures Slack lead messages, enriches them with Salesforce fields, and creates a Notion database item automatically. A Salesforce-specific tutorial.

How to Use Notion Custom Agents to Match CRM Data Automatically

How to Use Notion Custom Agents to Match CRM Data Automatically

Feb 23, 2026

Learn how Notion custom agents can automatically match CRM opportunities with clients using AI-powered filtering, fuzzy matching, and smart inference on complex criteria.

ConvertKit vs Zapier for Email Automation: Cost Optimization Guide

ConvertKit vs Zapier for Email Automation: Cost Optimization Guide

Feb 23, 2026

Cut email automation costs 60–80% by splitting workflows: Zapier for transactional triggers, ConvertKit for recurring campaigns. Includes examples and a hybrid setup plan.

How to Sync Cloze CRM to Notion (With AI-Powered Deal Matching)

How to Sync Cloze CRM to Notion (With AI-Powered Deal Matching)

Feb 23, 2026

Step-by-step guide to sync Close CRM to Notion, structure your databases, and add AI-powered deal matching with custom agents. Includes architecture, costs, and pitfalls.

How AI Agents Turn Meeting Notes Into Published Content Automatically

How AI Agents Turn Meeting Notes Into Published Content Automatically

Feb 21, 2026

Discover how AI agents automatically create blog posts from meeting transcripts. Learn how to build a content engine that publishes while you sleep.

Automate Certificate Generation with Zapier and PDF Tools

Automate Certificate Generation with Zapier and PDF Tools

Feb 21, 2026

Automate certificate generation with Zapier and PDF tools. Includes storage, email delivery, compliance tracking, troubleshooting, and real-world workflow lessons.

How to Automate Task Creation in Notion: Database Automations Tutorial

How to Automate Task Creation in Notion: Database Automations Tutorial

Feb 20, 2026

Learn how to set up Notion database automations that automatically create tasks when relationships change. Real-world examples from consulting sessions.