Workflow Automation and AI Blog from Connex

Fix missing Dialpad call transcripts in Google Sheets Zaps: use the /v2/call endpoint, started_after Unix timestamps, and a post-call delay so transcripts are ready.

Need a pipedrive data cleanup? Use this step-by-step plan to dedupe records, segment companies, apply primary categories, QA results, and estimate cost.

Fix a broken Zapier QuickBooks integration fast: diagnose auth, mapping, and replay issues, prevent duplicates, and safely retry or escalate in 60 minutes.

Apollo outreach automation for B2B prospecting helps you enrich leads, find contacts, and run a 3-email sequence—then sync qualified replies into HubSpot.

Learn how an AI interview agent can capture process knowledge fast, add the right metadata, and turn documentation into automation-ready workflows.

A content agency produced 24 assets per cycle, all routed by hand. See how Connex automated their intake, file routing, and production handoffs.

Build a Notion hub that syncs with Asana without duplicate tasks. Get the right architecture, a cleanup checklist, and integration pitfalls to avoid.

How to move a dental clinic from Trello to a Notion content calendar — with the right permissions, database setup, and a clean 2-person pilot rollout.

Build Notion executive dashboards using charts and relations. Create a KPI page, connect Projects-Tasks-Deals, and report without upgrading your plan.

Build Slack-first AI agents with Notion as your knowledge hub. Learn a practical architecture, triggers, permissions, cost controls, and activity logs.

Automate multi-unit rental application workflows: prevent wrong units, enforce unit selection, validate submissions, and reduce manual review with clean data.

Fix duplicate QuickBooks invoices from Fulcrum via Zapier: normalize product names, add de-dup checks, and make invoice creation idempotent and retry-safe.