They Produced 24 Pieces of Content Per Cycle. Most of the Work Was Still Being Done by Hand.
A content agency produced 24 assets per cycle, all routed by hand. See how Connex automated their intake, file routing, and production handoffs.
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.
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Lead nurturing
Meeting Notes
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Workflow Automation
Move a Dental Clinic From Trello to a Notion Content Calendar
How to move a dental clinic from Trello to a Notion content calendar — with the right permissions, database setup, and a clean 2-person pilot rollout.
Notion + Asana integration: hub setup that actually works
Build a Notion hub that syncs with Asana without duplicate tasks. Get the right architecture, a cleanup checklist, and integration pitfalls to avoid.
How to build executive dashboards in Notion (charts + relations)
Build Notion executive dashboards using charts and relations. Create a KPI page, connect Projects-Tasks-Deals, and report without upgrading your plan.
Slack-first AI agents with Notion as a knowledge hub
Build Slack-first AI agents with Notion as your knowledge hub. Learn a practical architecture, triggers, permissions, cost controls, and activity logs.
Fix multi-unit rental application submission workflows
Automate multi-unit rental application workflows: prevent wrong units, enforce unit selection, validate submissions, and reduce manual review with clean data.
Fix duplicate QuickBooks invoices from Fulcrum via Zapier
Fix duplicate QuickBooks invoices from Fulcrum via Zapier: normalize product names, add de-dup checks, and make invoice creation idempotent and retry-safe.
Bullet + Notion website setup troubleshooting checklist
Bullet + Notion website setup checklist for domains, logins, Weglot, access control, nav, and Mailchimp newsletter embeds—fix issues fast.
Four Tools, One Mess: Replacing Salesforce with Airtable CRM
Four tools, no single source of truth. See how Connex migrated a consulting firm from Salesforce and Pardot into a single Airtable CRM with Make automation.
Notion pointer page: blueprint for AI-ready company context
A Notion pointer page is a single, high-signal index that tells humans and AI agents where your databases, SOPs, and dashboards live—without bloating context.
Migrate Make.com scenarios to n8n: audit + PRD checklist
Migrate Make.com scenarios to n8n without breaking production. Use this audit + PRD checklist to inventory modules, credentials, errors, and rebuild safely.
How to add external users to Notion AI agents
Learn how to add external users to Notion AI agents, choose guest vs member access, and troubleshoot the most common permission issues.
