Workflow Automation and AI Blog from Connex

Bullet + Notion website setup checklist for domains, logins, Weglot, access control, nav, and Mailchimp newsletter embeds—fix issues fast.

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? Use this checklist to verify customer ID, conversion action, windows, schedules, and where to validate results.

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.

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 without breaking production. Use this audit + PRD checklist to inventory modules, credentials, errors, and rebuild safely.

Fix Salesforce registration automation failures by normalizing country/state values, using US-only dropdowns, and mapping form fields correctly.

Sage 200 to Mailchimp automation guide: send course completion webhooks to Zapier, segment Mailchimp follow-ups, and scale from B2C to B2B summaries.

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 while cutting Zapier AI credit burn — using Claude API prompts, structured JSON, and safer field mapping.

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.

Legal clinic scheduling platform requirements for SOC 2 + VPAT compliance: intake, scheduling, reminders, surveys, and multi-org clinic sharing.