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

Power Automate recurring reminders for long-term assignments

Power Automate recurring reminders for long-term assignments

Sep 4, 2026

Build reliable recurring reminders for long-term assignments in Power Automate when connector recurrence is limited. 3 proven patterns.

Notion offboarding: prevent loss of private pages

Notion offboarding: prevent loss of private pages

Sep 4, 2026

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? Check filters first

Sep 4, 2026

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.

Split Hive Automate recipes by project scope

Split Hive Automate recipes by project scope

Sep 3, 2026

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

Pabbly API Rate Limits: Buffer, Backoff, and Retry Patterns

Sep 3, 2026

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

How to Find Your Notion Workspace ID

Sep 3, 2026

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.

Automate Google Drive folder IDs from Airtable clients

Automate Google Drive folder IDs from Airtable clients

Sep 3, 2026

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 to Auto-File Meeting Transcripts into Client Drive Folders

How to Auto-File Meeting Transcripts into Client Drive Folders

Sep 3, 2026

How to automate meeting transcript filing to Google Drive — identify clients from calendar metadata, map folder IDs, and handle orphaned transcripts.

How a Homeless Services Nonprofit Replaced a Broken Dashboard Stack with Real-Time Financial Reporting

How a Homeless Services Nonprofit Replaced a Broken Dashboard Stack with Real-Time Financial Reporting

Sep 2, 2026

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

Fix Notion Enterprise freezing in AI chat

Sep 2, 2026

Notion Enterprise AI chat freezing? Fix it with desktop app stability, fixed-model chats, smaller document chunks, and clear escalation steps to support.

External knowledge bases for Instagram & Facebook DM replies

External knowledge bases for Instagram & Facebook DM replies

Sep 2, 2026

Use Google Docs, Airtable, or Dropbox as a live knowledge base for Instagram and Facebook DM automation so menus and FAQs stay up to date automatically.

Donation form year parsing errors (Bloomerang → HubSpot): fix

Donation form year parsing errors (Bloomerang → HubSpot): fix

Sep 2, 2026

HubSpot rejecting a bad campaign year from your donation form name? Here’s how to avoid multiple 4-digit numbers, parse the right year, and prevent failures.