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

Notion pricing for enterprises: members vs guests (with a seat-count decision tree)

Notion pricing for enterprises: members vs guests (with a seat-count decision tree)

Jul 21, 2026

Learn how member vs guest access affects your Notion enterprise rollout. Use our seat-count decision tree before you request a quote from Notion Sales.

Notion + Sunsama: task database setup that actually schedules work

Notion + Sunsama: task database setup that actually schedules work

Jul 21, 2026

Notion + Sunsama task management setup lets you build a clean task database in Notion and drag-drop time blocks in Sunsama. See the exact structure that works.

Building a custom code shop for automation agencies (a playbook)

Building a custom code shop for automation agencies (a playbook)

Jul 21, 2026

Custom code solutions for automation agencies: a playbook to productize offers, run scoped delivery (QA + release), and scale beyond fragile Zaps.

Zapier client access for solution partners: setup, limits, and June security changes

Zapier client access for solution partners: setup, limits, and June security changes

Jul 20, 2026

How to set up Zapier client access for solution partners: Pro vs Team/Enterprise, email constraints, and connection ownership after the June security update.

SharePoint agreement tracking for extensions and signatures

SharePoint agreement tracking for extensions and signatures

Jul 20, 2026

SharePoint agreement tracking breaks with extensions. Use a Placements list + Agreements list (one per version) plus Power Automate to log sent/signed dates.

LinkedIn outbound lead generation for consultants: a 4–6 month outreach playbook

LinkedIn outbound lead generation for consultants: a 4–6 month outreach playbook

Jul 20, 2026

A 4–6 month LinkedIn outbound playbook for consultants. Covers ICP, market testing, curated messaging, and weekly execution. Get the pattern.

How to fix missing variant prices in Google Merchant Center (Shopify)

How to fix missing variant prices in Google Merchant Center (Shopify)

Jul 20, 2026

Google Merchant Center missing variant prices block your Shopping ads. Learn how to diagnose the issue in GMC, fix it in Shopify, and get your feed approved.

Airtable inventory baseline: cutoff date method

Airtable inventory baseline: cutoff date method

Jul 20, 2026

Fix negative Airtable inventory with a baseline stock take and cutoff date method. See the exact table structure, formulas, and depletion logic.

OpenTable automation stack for multi-location restaurant retention (checklist)

OpenTable automation stack for multi-location restaurant retention (checklist)

Jul 17, 2026

OpenTable integration for multi-location restaurants — connect guest data to email, CRM, and reviews to automate welcomes, birthdays, and lapsed-guest reactivation.

Notion intranet for nonprofits: onboarding + tool hub

Notion intranet for nonprofits: onboarding + tool hub

Jul 17, 2026

Build a Notion intranet for nonprofits: one place for policies, onboarding checklists, and tool links. See the 7-step implementation guide here.

Notion coaching portal: how to track member progress + monthly metrics

Notion coaching portal: how to track member progress + monthly metrics

Jul 17, 2026

Build a Notion coaching portal that tracks member progress, monthly check-ins, and metrics. Includes a ready-to-copy database blueprint for coaches.

Bullhorn MCP Server: Safely Connect Claude/ChatGPT to Bullhorn Data

Bullhorn MCP Server: Safely Connect Claude/ChatGPT to Bullhorn Data

Jul 17, 2026

Learn what a Bullhorn MCP server is, how it connects Claude/ChatGPT to Bullhorn safely, and which read-only tools, auth, logging, and guardrails to ship first.