Power Automate recurring reminders for long-term assignments
Build reliable recurring reminders for long-term assignments in Power Automate when connector recurrence is limited. 3 proven patterns.
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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Notion offboarding: prevent loss of private pages
Notion offboarding checklist: protect private pages, claim shared docs, and avoid data loss. Learn what to do on Business vs Enterprise before deleting a user.
Notion database entries missing? Check filters first
Notion database entries “missing”? It’s often a view filter or permission issue. Here’s how to find hidden records, remove filters, and confirm access.
Notion client intake system for estate planning firms
Build an estate planning automation system in Notion: track clients, document packets, and signing steps with connected databases, rollups, and templates.
Fix Zapier OR filters when negatives still pass
Zapier filter OR conditions let “does not” rules slip through. Learn why negatives still pass—and 3 fixes: sequential filters, Paths, or a boolean flag.
Split Hive Automate recipes by project scope
Stop cross-project updates in Hive by scoping each Hive Automate recipe to a project list or ID set. Use per-project recipes for clearer QA and faster runs.
Pabbly API Rate Limits: Buffer, Backoff, and Retry Patterns
Learn how to handle Pabbly API rate limits without dropped webhooks — buffer queues, idempotency keys, backoff + jitter retries, batching, and DLQs.
How to Find Your Notion Workspace ID
A 49-second video and written steps for finding your Notion workspace ID. Log in, click your workspace name, open Settings, then Identity, and copy the ID.
How to Auto-File Meeting Transcripts into Client Drive Folders
How to automate meeting transcript filing to Google Drive — identify clients from calendar metadata, map folder IDs, and handle orphaned transcripts.
Automate Google Drive folder IDs from Airtable clients
Learn how to auto-create Google Drive folders from Airtable, store stable folder IDs on each client record, and handle edge cases like “TBD” naming reliably.
How a Homeless Services Nonprofit Replaced a Broken Dashboard Stack with Real-Time Financial Reporting
How a ~60-person homeless services nonprofit replaced broken Klipfolio dashboards with real-time QuickBooks P&L reports in Looker Studio — built in 3 sessions.
Fix Notion Enterprise freezing in AI chat
Notion Enterprise AI chat freezing? Fix it with desktop app stability, fixed-model chats, smaller document chunks, and clear escalation steps to support.
