Automate a CXO content production workflow end-to-end (blueprint + naming conventions)
End-to-end blueprint for content production workflow automation: phases, triggers, naming conventions, and tool handoffs from intake to publishing and reporting
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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Riverside podcast recording workflow: episode portal + producer-mode checklist
Repeatable Riverside podcast recording workflow: episode portal, outline prep, Producer Mode, and clean handoff so editing starts immediately.
Hiring AI-savvy ops help to unblock growth (ops vs AI ops vs agency)
Hiring "AI-savvy ops" to unblock growth? This guide defines AI operations and shows when to hire ops, an AI ops specialist, or an agency—plus what to delegate first.
BlueWatch to Notion: Sync bookings, inventory, and CRM with Zapier webhooks
Sync BlueWatch bookings, inventory, and CRM data into Notion using Zapier webhooks or Make. Step-by-step integration guide for surf schools and tour operators.
GiveButter to Salesforce Nonprofit Cloud via Zapier (Donors, Donations, Recurring Gifts)
Learn how to sync GiveButter donations to Salesforce Nonprofit Cloud via Zapier. Covers field mapping, donor matching rules, and recurring gift troubleshooting.
Fix RelayHook concurrent-call responses with UUID request IDs
Fix RelayHook concurrent calls: generate a UUID request ID per webhook call, store it in request context, and route responses by ID to prevent mixups.
Case study: Association pilot program to roll out Actionstep automations to 125 law firms
How one association piloted Actionstep automation services for law firms—5 templates, group training, and optional 1:1 support—to roll out to 125 member firms.
Fixing Twilio A2P rejection for opt-in SMS campaigns (checklist + alternatives)
Getting rejected from Twilio A2P (10DLC)? This checklist covers opt-in proof, compliance language, sample message fixes, and fallback SMS options.
How a Small Diagnostics Company Automated Its Bill-of-Materials Inventory — and Stopped Counting Parts by Hand
A small diagnostics company automated bill-of-materials inventory in Airtable, eliminating manual lot lookups and building a compliant audit trail. Here is how.
AI document organization for real estate transactions (Claude + Make guide)
Learn a practical Claude + Make workflow to automatically classify, name, and route real estate documents into the right Google Drive folders.
Property management automation: database-first lead tracker
Property management automation works best with a database-first lead tracker and Make automations for intake, stage updates, dedupe, and daily reporting. Get the blueprint.
Metricool approval workflow for restaurant social media
Set up a Metricool approval workflow for your restaurant group — roles, brand access, and a 4-week rollout plan that keeps content moving. Get the setup guide.
