Bullet + Notion website setup troubleshooting checklist
Bullet + Notion website setup checklist for domains, logins, Weglot, access control, nav, and Mailchimp newsletter embeds—fix issues fast.
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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Notion pointer page: blueprint for AI-ready company context
A Notion pointer page is a single, high-signal index that tells humans and AI agents where your databases, SOPs, and dashboards live—without bloating context.
Migrate Make.com scenarios to n8n: audit + PRD checklist
Migrate Make.com scenarios to n8n without breaking production. Use this audit + PRD checklist to inventory modules, credentials, errors, and rebuild safely.
How to add external users to Notion AI agents
Learn how to add external users to Notion AI agents, choose guest vs member access, and troubleshoot the most common permission issues.
Google Ads offline conversion uploads not showing
Google Ads offline conversion uploads not showing? Use this checklist to verify customer ID, conversion action, windows, schedules, and where to validate results.
Four Tools, One Mess: Replacing Salesforce with Airtable CRM
Four tools, no single source of truth. See how Connex migrated a consulting firm from Salesforce and Pardot into a single Airtable CRM with Make automation.
Salesforce registration automation: validate US states and country
Fix Salesforce registration automation failures by normalizing country/state values, using US-only dropdowns, and mapping form fields correctly.
Sage 200 to Mailchimp automation: training follow-up playbook
Sage 200 to Mailchimp automation guide: send course completion webhooks to Zapier, segment Mailchimp follow-ups, and scale from B2C to B2B summaries.
Replace Excel with an offline Fillout quoting system
Replace an Excel pricing sheet with an offline Fillout quoting system that generates PDFs and uploads them to JobNimbus—fast for field techs.
How to extract Quo call recordings to Airtable (without AI credit burn)
How to extract Quo call recordings to Airtable while cutting Zapier AI credit burn — using Claude API prompts, structured JSON, and safer field mapping.
Why Uscreen webhooks trigger but Keap tags don’t apply
Uscreen Keap Zapier tags not applying? Use this checklist to confirm the webhook payload, trace contact matching, and fix the Keap tagging step so it sticks.
Trigger tasks only when promo is ready in Zapier
Learn how to gate task creation with a “promo ready” checkbox in Zapier—avoid premature tasks, handle date changes, and send reminders 2–5 days out.
