Real estate outbound calling automation with Zapier
Real estate outbound calling automation with Zapier: the full pipeline from CSV to skip trace to AI caller, with step-by-step setup and a practical checklist.
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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Workflow Automation
How consulting agencies can transition to agentic workflows (without breaking delivery)
Learn how consulting agencies can transition to agentic workflows without breaking delivery—what to automate, where to add AI agents, and a 5-stage rollout plan.
Fix Google Ads bid strategy stuck on Max Conversions
Google Ads campaign stuck on Max Conversions? Learn why the bid strategy gets locked and the exact steps to regain control without tanking performance.
Notion pricing for enterprises: members vs guests (with a seat-count decision tree)
Learn how member vs guest access affects your Notion enterprise rollout. Use our seat-count decision tree before you request a quote from Notion Sales.
Notion + Sunsama: task database setup that actually schedules work
Notion + Sunsama task management setup lets you build a clean task database in Notion and drag-drop time blocks in Sunsama. See the exact structure that works.
Building a custom code shop for automation agencies (a playbook)
Custom code solutions for automation agencies: a playbook to productize offers, run scoped delivery (QA + release), and scale beyond fragile Zaps.
Zapier client access for solution partners: setup, limits, and June security changes
How to set up Zapier client access for solution partners: Pro vs Team/Enterprise, email constraints, and connection ownership after the June security update.
Airtable inventory baseline: cutoff date method
Fix negative Airtable inventory with a baseline stock take and cutoff date method. See the exact table structure, formulas, and depletion logic.
SharePoint agreement tracking for extensions and signatures
SharePoint agreement tracking breaks with extensions. Use a Placements list + Agreements list (one per version) plus Power Automate to log sent/signed dates.
LinkedIn outbound lead generation for consultants: a 4–6 month outreach playbook
A 4–6 month LinkedIn outbound playbook for consultants. Covers ICP, market testing, curated messaging, and weekly execution. Get the pattern.
How to fix missing variant prices in Google Merchant Center (Shopify)
Google Merchant Center missing variant prices block your Shopping ads. Learn how to diagnose the issue in GMC, fix it in Shopify, and get your feed approved.
OpenTable automation stack for multi-location restaurant retention (checklist)
OpenTable integration for multi-location restaurants — connect guest data to email, CRM, and reviews to automate welcomes, birthdays, and lapsed-guest reactivation.
