Workflow Automation and AI Blog from Connex

A small nonprofit connected fundraiser, school, and sponsor sign-up forms to Salesforce with Zapier, merged duplicate workflows, and added error alerts.

Build Notion nonprofit program management databases for clients, checkpoints, attendance, and events, with practical permissions and reporting views.

Build a practical Cognito to Notion CRM integration with Zapier, CSV migration, Gmail filtering, and views that keep quotes, owners, and follow-ups organized.

Set up a Wise recipient ID for team payments: point it at a Wise balance, update the payroll ledger, notify your approver, and test before the next payroll run.

Redfin Follow Up Boss lead assignment automation can route claimed leads to the right agent, capture property details, and scale Gmail authentication.

Lucid Process Accelerator process documentation helps teams centralize approved workflows, govern every change, and give builders automation-ready context.

A cleaning company's Zapier automation for review requests stopped after a sender-address change. One call traced the fault upstream, and the Zap never changed.

Build Zapier Next-Gen Zaps with Claude to automate daily content digests, email only when new posts appear, add AI summaries, and control task costs.

ViaCSV is a free, AI-assisted CSV importer for apps like Pipedrive and Attio. Here's what it fixes, what it can't, and what to sort out before you import.

Notion AI pricing explained: plan features, usage allowances, premium-model credits, Custom Agent limits, and the admin controls that keep AI spend predictable.

Make Maia memory, AI agent fallback retries, provider-specific prompt caching, and Enterprise custom roles, plus a practical checklist for testing each one.

A restaurant-tech company built an AI SMS support agent that reads customer photos, answers from its Notion knowledge base, and hands unclear cases to humans.