Workflow Automation and AI Blog from Connex

Set up QuickBooks invoicing with a lightweight project workflow: draft invoices, approval steps, and status sync—without buying a heavy PM suite.

Is the automation consultant market shrinking? It depends—AI changed the work. Here’s how consultants can pivot to packaging + managed automation.

Learn how to automate a ZoomInfo to ACT CRM integration using tags, dedupe checks, and clean field mapping—so new prospects land in ACT without spreadsheets.

Build one master task database in Notion and use linked views for each team. Get a clean property set, view templates, and rollout tips that scale.

Fix Lex Reception → Locus routing errors in Zapier by verifying Contacts/Leads/Matters in Locus first, reducing branching, and adding better logging and safeguards.

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.

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.

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.

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.