Notion + Sunsama: task database setup that actually schedules work
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.
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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Workflow Automation
Building a custom code shop for automation agencies (a playbook)
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
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 breaks with extensions. Use a Placements list + Agreements list (one per version) plus Power Automate to log sent/signed dates.
How to fix missing variant prices in Google Merchant Center (Shopify)
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
Fix negative Airtable inventory with a baseline stock take and cutoff date method. See the exact table structure, formulas, and depletion logic.
LinkedIn outbound lead generation for consultants: a 4–6 month outreach playbook
A 4–6 month LinkedIn outbound playbook for consultants. Covers ICP, market testing, curated messaging, and weekly execution. Get the pattern.
OpenTable automation stack for multi-location restaurant retention (checklist)
OpenTable integration for multi-location restaurants — connect guest data to email, CRM, and reviews to automate welcomes, birthdays, and lapsed-guest reactivation.
AI coworkers: a practical playbook for role-based agents in Notion
Learn what AI coworkers are and how to build role-based agents in Notion with least-privilege permissions, cost guardrails, explicit triggers, and review.
Notion coaching portal: how to track member progress + monthly metrics
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
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.
Notion intranet for nonprofits: onboarding + tool hub
Build a Notion intranet for nonprofits: one place for policies, onboarding checklists, and tool links. See the 7-step implementation guide here.
